Why Financial Advisors Must Embrace Prospecting

Why Financial Advisors Must Embrace Prospecting

Prospecting is the one crucial marketing activity you need to undertake in order to identify and attract new clients.

New clients will not fall into your lap by accident. If people don’t know who you are, they will never understand what you can do for them. If you don’t make prospecting a habit you will neither achieve success in terms of your own goals, nor will you be able to help others achieve theirs. So rather than dreading the ‘prospect’ of prospecting, see it for what it is: the backbone of your business.

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How to Become a Successful Financial Advisor

How to Become a Successful Financial Advisor

There are lots of average financial advisors out there, but very few great ones. And it may surprise you to learn that those that do get to the top rarely get there on talent alone. Successful advisors do however share certain attributes and have a work ethic that marks them out. They have a clear vision, work hard and never stop developing their skills.

Here are five things you must do if you want to be a successful financial advisor.

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What Are The Most Important Networking Skills for Financial Advisors?

What Are The Most Important Networking Skills for Financial Advisors

Networking is an important prospecting tool, especially for newer Advisors who have a paucity of clients. Probably the two most common ways to network are via social media or face-to-face. Both methods are effective if done correctly.

The concept of networking is not new. In fact, it is two thousand years old. It would not have survived if it didn’t work. Getting ahead in the business world has a lot more to do with who you know than what you know.

While networking is pretty straight forward, there are specific skills involved. It involves a lot more than simply handing out business cards. Like other prospecting methods, networking entails being brilliant at the basics.

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It Takes Persistence and Perseverance to Keep Doing a Difficult Thing

Persistence and Perseverance for Financial Advisors

Do you think it’s possible for you to become one of the best Financial Advisors in the world? How about in your firm or in your town? Is it possible for you to be great, to be admired and looked up to? How about rich? How about famous? Or are the rewards for the other guy? Have you thought long and hard about what it takes to become great?

It has been said that advice is what you seek when you already know the answer but wish you didn’t.

The good news is that all those things are within your grasp.

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