Where Should You Be Focusing

Where Should You Be Focusing

“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email from Brian in Orlando in reply to one of my newsletters where I talked about focusing on getting appointments. He agrees with the notion and he says that’s all he’s trying to do, but he asks what else I suggest he does besides focusing on getting appointments?

Listen to the audio podcast or read the transcript below to learn what else you should focus on, besides getting appointments.

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What to Look for in an Accountability Partner

What to Look for in an Accountability Partner

Unsuccessful advisors may dream of success but they can’t seem to commit to or stick with their ideas. They tend to procrastinate or spend their time struggling to discern between high and low priority tasks. Successful advisors on the other hand have a clear roadmap incorporating concrete goals and they consistently hit their targets. They have discovered the art of “accountability”.

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How to Make Sure Your Appointment Book Is Always Full

How to Make Sure Your Appointment Book Is Always Full

If you want to achieve success as a financial advisor you need to have plenty of prospective clients in the pipeline. In an ideal world your appointment book should be full to bursting – giving you the opportunity to win enough new clients to keep your business thriving.

Getting appointments takes hard work and perseverance – so if your book is a little on the light side at the moment here are some things to consider.

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Self-awareness Helps You Understand How People Perceive You

Self-awareness Helps You Understand How People Perceive You

As a Financial Advisor, your image is all-important. You’ve got to get it right. The burden is on you to decide how you want people to perceive you. As you are crafting your image, be reminded that every word you say and every move you make are advertisements. In too many cases, there is a big difference between what the Advisor thinks he is sending as an image and what the world perceives.

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