Successful Selling Habits for Advisors Who Don’t Want to Sell
Many financial advisors resist the notion that they must be good at selling to be a successful advisor. Some go out of their way to distance themselves from the...
Building Resiliency Through Successful Calling Habits
I think it’s safe to say that most financial advisors don’t like making prospecting calls. Many even detest it. At best, it’s a necessary evil. However, some advisors not only...
For Financial Advisors, the Road to Success Begins with Solid Prospecting Habits
For financial advisors, there’s nothing like the thrill of signing a new client. But it doesn’t take very long in the business to realize that, without prospecting, those thrills...
The Four Success Habits of Highly Successful Advisors
It has been said that habits determine 95% of a person’s behavior and are the most important determinant of the type of person you will become. That can be...
Financial Advisors Sabotage Their Success Through Getting Ready to Get Ready
I’ve seen it dozens of times. Financial advisors sitting at their desks, looking busy, immersed in their work, shuffling papers, searching the internet, and reading reports. Sometimes it seems...
To Win More Prospects, Show Them You Are the Goals-centric Advisor Clients Want
As a financial advisor, you have one job and one job only—to help your clients achieve their financial goals. At least, that's how your clients see it. That's according...
Advisors Who Don’t Want to Sound “Salesy” Need to Master Soft Skills
Many financial advisors don't like to be thought of as salespeople. In fact, they despise it. In part because they work hard at earning the distinction of being an...
How to Motivate Your Prospects to Take Action Now
No doubt you remember the last car you purchased. If you're like most people, you spent hours, days, maybe months researching, comparing prices, features and specs. You knew what...
The Inevitable Frustration of Success
Let’s talk about the inevitable frustration of success, about building a business slowly. I have one piece of advice if you’re still building your business: Don’t be in a...
How to Get More Unsolicited Referrals from Clients
Ask any successful advisor what the key to their success is, and they’ll tell you—referrals. You can’t grow a profitable practice without a steady stream of referrals. When you...