In this category you will find blog posts with practical tips how to better market yourself as a financial advisor.

5 Grave Mistakes Financial Advisors Make on LinkedIn

5 Grave Mistakes Financial Advisors Make on LinkedIn

You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.

But like with any aspect of your marketing, there are best practices for making the most of LinkedIn, as well as common mistakes to avoid. .

Here are five grave mistakes Financial Advisors make on LinkedIn.

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To Excel as a Financial Advisor, You must Motivate Yourself and Stay Motivated

Motivate Yourself and Stay Motivated to Excel as a Financial Advisor

When you are at your most vulnerable, you cannot let it show. You must remain strong for the simple reason that the more uncertain the times, the more certainty clients will demand from you. Your equity is your relationships with your clients. It is imperative that you always do what is right, in order to preserve those relationships. If you get down, motivate yourself right back up.

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6 Tips on Online Reputation Management for Financial Advisors

6 Tips on Online Reputation Management for Financial Advisors

The key to building your reputation is to go to work every day and make the right choices, do the right things; to act like someone is watching you all the time. You already know that people you come in contact with will often build your online reputation for you. And yet, there are certain things you can do to manage your online reputation.

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Why Is Online Reputation Important for Your Success as a Financial Advisor

Why Is Online Reputation Important for Your Success as a Financial Advisor

As Don Connelly always says, only three things must take place for you to get a new client: that person must like you, trust you and think you are smart. But how could prospects like you, trust you and think you are smart if they never met you? How do you come across as likeable, trustworthy and smart if you have no prior relationship with them?

The answer lies in your online reputation.

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Have You Worked Out Who Your Ideal Clients Are?

Who Is Your Ideal Client

The decision to open the new account is yours as much as it is the client’s. Define your ideal client. Be selective and choose your clients with care. Elite Advisors have the ability to identify and target a demographic that works best for them. They differentiate themselves from the competition by making their skills stand out as a perfect match for prospective clients. The best way to do this is to focus, laser-like, on specific ideal client types.

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Top 5 Reasons Advisors Fail

Top 5 Reasons Advisors Fail

It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to manage a business competently or provide top notch customer service are more likely to get you fired than an inability to get returns on investment.

If you want to succeed as a financial advisor you need to stand out in a highly commoditized industry – which means not being guilty of the following:

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How to Find What Makes You Different from Other Advisors

How to Find What Makes You Different from Other Advisors

The financial services marketplace is heavily commoditized. There are lots of firms offering basically the same products to the same people, so being the same as everyone else in this industry will not cut it. In order to succeed you need to quickly identify what makes you stand apart from the crowd. Ask yourself these questions in order to find out if you have the unique attributes you need to succeed.

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How to Win Over Clients by Becoming More Likeable

Become Likeable - Win Over Clients

People will only do business with you if they like you and trust you. Human decisions are generally subjective. Even if you are the most professional financial advisor out there, if people don’t warm to you they won’t commit to you. Prospects will not choose you simply because you are competent; they will choose to do business with you because you are competent and likeable.

By becoming likeable you will stand head and shoulders above other advisors. And you don’t need innate talent to become more likeable. You can learn how to radiate confidence and charisma.

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