Want to Succeed as a Financial Advisor? Do These Five Things.
Helping people achieve their financial goals and provide security for their families is one of the greatest, most rewarding career paths on the planet. But it’s a very tough...
How to Fill Your Pipeline Despite the Coronavirus Pandemic
Back in 1998, physician and author Spencer Johnson wrote a best-selling book called “Who Moved My Cheese?” It’s the story of four mice who live in a maze and who...
Communication in a Post-Pandemic World: How to Connect with Prospective and Current Clients
All of us are affected by the coronavirus and the shutdowns. The virus is slowly running its course but social distancing will be with us for a very long...
Bear Market: What You Do Will Make or Break Your Financial Advisor Career
Every advisor gets just a few great career-building opportunities: Times when they can really establish themselves as experts, build long-term credibility, and differentiate themselves from the competition – most...
5 Advantages Young Financial Advisors Have Over Older Advisors
When it comes to asking people to handle their money, having a few grey hairs does bring a small advantage. People are just naturally reluctant to trust people with...
Seven Things to Do to Set Yourself Up for Success as a Financial Advisor
All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your...
How to Build Your Story-Benefit Matrix
Last week I blogged about a useful sales tool called a story-benefit matrix, and why you should develop one for your practice. Just going through the process is beneficial:...
Why You Should Create a Story-Benefit Matrix
Recently, in my post ”Never Underestimate the Power of a Good ‘Who I Am’ Story,” I mentioned the concept of building a good “story-benefit” matrix. I wanted to take...
4 Reasons Financial Advisors Should Invest in Education and Self-Development Early On
“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” -- Benjamin Franklin Warren Buffett...
8 Stories to Help You Build Trust and Open Accounts
As you might know already, I’m a big believer in telling a story. As I write this, it’s presidential campaign season. The candidates are all about telling their stories. They...