What No One Tells You About Being a Financial Advisor

What No One Tells You About Being a Financial Advisor

In my opinion, there has not been any better time to be a financial advisor. At a time when the world is inundated with chaos and hyperbolic media noise, financial advisors are proving their worth. An increasing number of people are seeking guidance and clarity beyond the cookie-cutter world of robo-advisors and financial pundits.

Those who seek a career in helping people achieve their life ambitions with personalized advice have the chance to be very successful and personally fulfilled. However, with less than 300,000 practicing financial advisors in a country of 330 million people, relatively few people are choosing that path, and even fewer are succeeding.

Read more

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.

Read more

Optimism Is a Choice

Optimism Attitude and Financial Advisors

I read an interesting article that stated each of us has nearly 60,000 thoughts per waking day, one each second. We mostly think about things we have thoughts about before and many of those thoughts are negative.

Mood and memory are linked.

For whatever reason, bad thoughts seem more powerful than good thoughts. We hash over the bad thoughts and we get in a bad mood. People in bad moods think negative thoughts. We should call it a negativity loop.

Read more

There Is No Ambiguity When It Comes to Being a Good Advisor

There Is No Ambiguity When It Comes to Being a Good Advisor

Yet, while certain elements of this business are ambiguous, the challenge we face is not.

The correct way to succeed is straight-forward. Either you do things right or you don’t. Either you do the right things or you don’t. Either you see enough people or you don’t. Either you build a good business or you don’t. Embrace the clarity.

Read more

Care More than People Expect You to Care

Don Connelly audio blog post

When people get poor service, they are not the least bit surprised.

People no longer expect good service except in the very finest of establishments, places where they willingly pay a lot in exchange for that good service. Mediocrity is the new standard.

That opens an enormous door for you. Once people get used to mediocrity, anything above mediocrity stands out.

Read more

top