Bear Market: What You Do Will Make or Break Your Financial Advisor Career

Bear Market - What You Do Will Make or Break Your Financial Advisor Career

Every advisor gets just a few great career-building opportunities: Times when they can really establish themselves as experts, build long-term credibility, and differentiate themselves from the competition – most of whom are hiding from their clients because they don’t know how to guide them through the bear market.

What do the real pros do when things are scariest? When your clients are calling you scared witless, and they want to go to cash?

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The Clock: A Great Sales Idea to Overcome Irrational Pessimism

The Clock: A Great Sales Idea to Overcome Irrational Pessimism

You may have heard me talk before about my good friend and successful Advisor, Mark Dick. He once said to me that ‘dividends are tangible evidence that good companies don’t use smoke and mirrors because dividend checks don’t bounce.’ That is a strong power phrase that gave me a great sales idea.

Listen to the audio episode or read the transcript below to learn what the clock sales idea and how to use it.

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5 Traits You Need to Have If You’re to Build Strong Relationships with Clients

5 Traits You Need to Have If You’re to Build Strong Relationships with Clients

Your personal likeability and trustworthiness are more important than your professional knowledge when it comes to winning and building enduring client relationships. Professional credentials, while important, are only a backstop to the forging of strong personal connections. Focus on developing your soft skills.

Here are five traits you need if you want to create long-lasting relationships with clients and become more referable.

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