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...
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...
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...
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...
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...
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...
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...
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:...
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...
“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...
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...