Seven Things to Do to Set Yourself Up for Success as a Financial Advisor

Seven Things to Do to Set Yourself Up for Success as a Financial Advisor

All Financial Advisors need a track to run on. That is, a set of activities that you know are productive, and that will continue to guide you on your path to success, even … and this is key… even if you don’t feel like working!

Here is a set of seven principles that will help keep you focused and moving along your path to the very top of our profession.

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It’s All about Your MVA

Most Valuable Activities for Financial Advisor - Business Growth

Why isn’t my business growing like I want it to? Why has my business plateaued? Why am I working so many hours but not growing my firm? These are several of the questions that I get from some of the financial advisors that I have coached. These advisors have become frustrated that their businesses aren’t succeeding as they want. Although they have been in the business for more than 5 years and have achieved some success, they still want to grow.

When I hear these questions, or comments, I begin to do some probing.

I become very curious as to how these advisors spend their time. I am specifically looking to determine what these advisors do on a daily basis.

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