How to Add Value to Clients’ Lives

How to Add Value to Clients’ Lives

Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products.

Make it easy for prospects to choose you by communicating your value to them in your first meeting. And if they decide to work with you, make sure you continue to communicate your value to them as clients. If you bring the value you promised, there’s a high chance they’ll remain loyal and refer you to others.

Here are some ways to bring value to prospects and clients.

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5 Ways to Develop Accountability

5 Ways to Develop Accountability

Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.

If you need help to develop accountability, here are five ways you can get started.

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If You Try to Be Perfect, You Will Always Fall Short

If You Try to Be Perfect You Will Always Fall Short

Don’t constantly strive for perfection. You will never achieve it. It will simply waste your energy and make you miserable. Instead, focus on what is achievable.

Sharpen your best skills and qualities so you can showcase them to clients and prospects. Practice them over and over until you get things right every time. Don’t dwell on what you’re not so good at.

Here are some ways to forget perfection and strive for excellence.

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When to Call Clients to Keep Your Relationship Strong

When to Call Clients to Keep Your Relationship Strong

It can be tricky determining how often to contact your clients. While regular communication is key to maintaining a healthy relationship, calling clients every week or month probably isn’t feasible.

At the outset, aim to understand each client’s preferences and their expectations communication-wise and make sure it fits your business plan. Some clients will be more interested in the investment process per se and will want to hear your thoughts and recommendations on a more regular basis. You may also find that as time goes on and your clients learn to trust you, they will be more relaxed and require fewer calls.

However, there are certain times when calling your clients is the right thing to do regardless of any prior agreement. Here are some key occasions when you should pick up the phone and speak to clients.

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