Top 5 Reasons Advisors Fail

Top 5 Reasons Advisors Fail

It may come as a surprise to learn that financial advisors don’t generally fail because of the numbers. They do so because of poor ‘soft’ skills. Being unable to manage a business competently or provide top notch customer service are more likely to get you fired than an inability to get returns on investment.

If you want to succeed as a financial advisor you need to stand out in a highly commoditized industry – which means not being guilty of the following:

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What Is #1 Reason Advisors and Wholesalers Fail

Why Advisors Fail - What's the #1 Reason

Lance Armstrong once observed that a boo is a lot louder than a cheer. He’s right. And a no is a lot louder than a yes.

Advisors (and wholesalers) who fail often do so because they don’t see enough people.

Imagine the financial planning gods coming down and granting you immunity for a year. You don’t need to rely on your skills. Every time you call for an appointment, the person says yes. Every time you ask the person to become your client, the person says yes. Every time you ask for an introduction to your clients’ friends, they give you five names and go with you on the appointments.

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