5 More Questions Prospects May Ask You before Deciding to Hire You as Their Financial Advisor

5 More Questions Prospects May Ask You before Deciding to Hire You as Their Financial Advisor

Choosing a financial advisor is a big decision for potential clients, especially if they’re new to the world of investing. Not only will they be looking for someone suitably qualified, they’ll be searching for someone who shares their goals and comes across as caring and authentic.

To try and deduce whether you’re the right fit for them, they’ll undoubtedly have questions. In this follow up to a previous post, let’s look at 5 more questions you may get asked in that first meeting.

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Top 10 Posts Financial Advisors Read the Most on Our Blog in 2018

Top 10 Posts Financial Advisors Read the Most on Our Blog in 2018

As 2018 is coming to an end, we decided to do a quick recap of the top 10 posts that thousands of Financial Advisors and Wholesalers read on our blog throughout the year. They are on various topics – from practice building, to prospecting and relationship building, to establishing trust and storytelling.

We hope this quick recap will help you finish the year strong and give you some pointers on how to improve your practice in 2019. Enjoy!

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5 Reasons Why Prospects Will Hire You Over The Competition

5 Reasons Why Prospects Will Hire You Over The Competition

People won’t decide to do business with you because of your products, expertise, experience or reputation. These attributes (whilst important) will not ultimately convert prospects into loyal clients. Your hard skills won’t provide them with a compelling enough reason to hire you over the competition. If you want to impress prospects, you need to demonstrate that you are not only smart, but that you are likeable and trustworthy.

Here are five reasons why a prospect will hire you over the competition.

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