11 Must-Have First-Year Financial Advisor Goals

11 Must-Have First-Year Financial Advisor Goals

It’s tough making it through your first year in the financial advisor business. It’s going to be even tougher without some specific goals to give you focus. If you set goals though, you’ll have some framework for deciding how to manage your time and money.

Your first=year financial advisor goals should be as specific as possible – so you know when you’ve achieved them. And write them down: People who write down their goals are 33% more successful at attaining them than people who keep their goals in their heads.

Here are some of the most important objectives for your first year as a financial advisor.

Read more

5 Email Marketing Trends for Financial Advisors

5 Email Marketing Trends for Financial Advisors

Contrary to what many business owners believe, email marketing is not dead and it is still one of the best communication channels to keep in touch with prospects, especially in the Financial Advisory industry.

Nothing can beat connecting in person but let’s be real. It’s impossible to meet and talk on the phone with hundreds of people who have your business card and might open an account with you one day. Here’s when email comes in handy.

Read more

top
https://viasilden.com | https://cialtad.com