12 Questions Great Financial Advisors Ask

12 Questions Great Financial Advisors Ask

Being a professional Financial Advisor is quite challenging as there are plenty of financial professionals trying to sell nearly the same inventory. So the question really is: what would set you apart from your competition? What would make you a Great Financial Advisor?

I believe one thing great Financial Advisors are known for is finding a well-rounded financial solution for each client.

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5 Simple Stories Any Financial Professional Can Use

Webinar Relay - The Greatest Equity Story Ever Told - Don Connelly 247

It’s a proven fact that stories can influence the way we think, our decisions & how we feel, when used in personal or professional communications.

Ever felt like buying the same Smartphone as your friend did, after listening to his/her experience with t­­­­­­he set?

That’s one form of storytelling in play! Because of the tremendous power of persuasion these narratives have, storytelling has become an integral tool for successfully running any type of business. Speaking of Financial Services in particular, we know that it is a relationship building business and three things must take place for you to get a new client –

“That person must like you, trust you and think you are smart.” – Don Connelly.

Effective storytelling is therefore, a great tool by which Financial Advisors can instantly establish initial personal connection with their prospects and make those 3 things happen because:

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