Financial Advisors Who Lack These Soft Skills Often Fail

Financial Advisors Who Lack These Soft Skills Often Fail

The ability to master soft skills is key to your future success as a Financial Advisor. In fact, it’s easily as important as how much technical knowledge you have. However, advisors often struggle to develop the key soft skills required to build relationships with prospects and clients – and consequently their business suffers.

Perfecting your soft skills should be your number one priority. This post will help remind you to get back to the basics by focusing on five soft skills that could make or break your business.

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Why Is Online Reputation Important for Your Success as a Financial Advisor

Why Is Online Reputation Important for Your Success as a Financial Advisor

As Don Connelly always says, only three things must take place for you to get a new client: that person must like you, trust you and think you are smart. But how could prospects like you, trust you and think you are smart if they never met you? How do you come across as likeable, trustworthy and smart if you have no prior relationship with them?

The answer lies in your online reputation.

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Why Financial Advisors Get Fired

Why Financial Advisors Get Fired

Financial advisors get fired because they aren’t ‘the full package’. They may provide ‘good’ service, but is it exceptional? They may have a winning personality, but do they pay attention to their clients? They may return calls but never instigate them – and while they may understand their products, do they believe in them?

In order to make sure you don’t get fired you need to cover all these bases and more.

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