How Financial Advisors Can Be the Leader Their Clients Want

How Financial Advisors Can Be the Leader Their Clients Want

In today’s complex financial landscape, being knowledgeable and able to connect with people is not enough. Clients expect more from you as their financial advisor. They expect you to lead them to financial security. Individuals seek financial advice because they lack the knowledge and expertise to navigate their financial futures effectively. But they are not inclined to follow just any advisor—only those who can unequivocally inspire trust and confidence. Why bother with anyone else?

Advisors must work each day to demonstrate leadership qualities that inspire trust, confidence, and informed decision-making. Here are the critical areas advisors should focus on to become leaders in the eyes of their clients:

Read more

4 Reasons Financial Advisors Should Invest in Education and Self-Development Early On

Why Advisors Should Invest in Education and Self-Development Early On

“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.”

— Benjamin Franklin

Warren Buffett is perhaps the most successful investor there ever was. Not from just one or two big hits, but from a long string of investment successes over more than six decades. But he didn’t get where he is now without studying very hard at Wharton, then at Columbia, where he studied with the legendary Benjamin Graham.

Further, like a Roth IRA, self-development pays off the most when you do it aggressively early in life. The benefits of learning and knowledge compound over time (as long as you keep learning).

Here are four reasons why you should start investing in education and self-development as early in your Financial Advisor career as you can.

Read more

top