Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors

Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors

This turbulent year is almost over and looking back, we see a few clear trends of topics that interested Financial Advisors the most on our blog during 2020. We’d like to share some of them with you now, in case you missed them the first time around.

Here are the first three topics most requested and read by our community of financial professionals in 2020.

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Three Things Elite Advisors Love That Average Advisors Fear

Three Things Elite Advisors Love That Average Advisors Fear

Average Advisors get held back by letting their fear of performing certain essential tasks take control. Elite Advisors on the other hand have learned that with practice and perseverance it’s possible to actively embrace previously daunting tasks.

Here are three challenging aspects of their job that Elite Advisors are keen to take on, thus guaranteeing their success.

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Getting Back on Track

Don Connelly audio podcast

I’m often asked what I read. One of the things I read is the Motivational Manager. They once reprinted an old treatise written by Harry Joiner at ecommercerecruiter.com called – “Before you apply for your next job”.

The title of the Motivational Manager article is simply “Disengage autopilot and take control of your career”. I think it’s really important for advisors to hear this.

It goes on to say that Harry Joiner was an executive recruiter. He meets about a hundred and fifty candidates a week and 90% of those professionals share the same failing – they’re clueless.

He said that most are well educated, and some may even be considered accomplished.

But they have a blind spot where their long-term career vision should be.

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Overcoming Objections: Everything Financial Advisors Need to Know about It

Overcoming Objections: Everything Financial Advisors Need to Know about It

As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.

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Five Steps to Help Make Prospecting a Habit

Five Steps to Help Make Prospecting a Habit

If your appointment book is full to overflowing then you won’t need to read on. If however like most advisors you don’t have a line of prospects queuing at the door, you need to develop better and more successful processes when it comes to prospecting.

You must begin to see prospecting as your only real priority. It’s the only way you will get more appointments and win more business. You may not like prospecting – many advisors see this as the least favorite part of the job – but don’t let fear of failure prevent you from undertaking this core task.

Here are five steps to help you make prospecting more of a habit and less of a dreaded chore.

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New Year’s Resolutions for 2014

New Year's Resolutions for 2014

I make too many New Year’s resolutions. I know that because I have never once kept them all. That’s ironic since I preach simplicity. So this year, I’m going to eat my own cooking. I’m going to simplify my list. I’m going to make one resolution for you and one resolution for me. Let’s start with you.

Repeat after me: In 2014, I resolve to ask for the order.

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There Are Only Three Objections You Will Ever Get

Overcoming Objections - There are only three objections you will ever get

Generally speaking, there are only three objections you will ever hear: I don’t have any money, I already have an Advisor and a third catch-all category we’ll call “I’m not interested.” Obviously, there are many more objections, such as “I can get it cheaper elsewhere.” But those specific objections fall into the catch-all category. Telling you that a discount house is cheaper than you is a way of someone saying he or she is not interested.

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