6 Reasons Why You Should Specialize in The Kind of Financial Advice You Give

6 Reasons Why You Should Specialize in The Kind of Financial Advice You Give

In previous posts we’ve discussed the importance of identifying your ideal client in terms of their attributes – be it occupation, geographical location, etc. But if you are to stand out in a crowded market you also need to pinpoint exactly what you can offer your clients in terms of services.

As part of your marketing strategy aim to narrow down to the field or specialty you’re best suited to offer. Don’t try to be ‘jack of all trades’ by offering to provide advice on estate planning and taxation, and everything in-between. If you do, you’ll end up ‘master of none’.

People need to know you are the expert in your field, otherwise you won’t become highly referable. Here’s why you should specialize in the kind of financial advice you give.

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What Happens When You Lack Accountability?

What Happens When You Lack Accountability

It’s essential to acknowledge that you alone are responsible for your success as a financial advisor and this means you must be accountable. If you’re not accountable you will never feel in control of your destiny or understand how to turn things around if they take a downturn. No matter how smart or talented you are, if you lack accountability you will not develop the self-discipline you need to change your outcomes for the better.

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Why Thoughtful Advisors Get Referrals

Why Thoughtful Advisors Get Referrals

Referrals are the cornerstone of your business. In order to get them you need to cement the relationship with your clients by being passionate and committed. If you are creative and look for different ways to engage with your clients you will become more referable.

To get referrals you need the soft skills that illustrate you can get along with people as well as a self-awareness.

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