Don’t Underestimate the Power of a Good “Who I Am” Story

Don’t Underestimate the Power of a Good “Who I Am” Story

Human beings are storytellers. We tell stories because we respond to stories. It’s been so since the dawn of history.

In western civilization, we have received many of our great stories, myths, legends and cultural archetypes from stories memorized and passed down from generation to generation around campfires, dating back to pre-literate times.

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How to Choose Your Specialty as a Financial Advisor

How to Choose Your Specialty as a Financial Advisor

The financial services market is becoming more complex and more complex every day. Everybody needs a focus. And those with focused practices are better able to serve their clients. None of us can be all things to all people so it’s important to specialize in the kind of advice you give.

But do you know how to choose your specialty as a Financial Advisor?

There are two key considerations – both equally important: Your market, and your passions.

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Three Situations when Analogies Can Help Allay Clients’ Concerns

Three Situations when Analogies Can Help Allay Clients’ Concerns

As their advisor it’s your job to stop clients from worrying unnecessarily and making bad decisions. You need to find a way to check their behaviors and reassure them that they should follow your lead.

Analogies are a great way to allay clients’ concerns and get across why what you say makes perfect sense. Here are three situations where it will pay you to use analogies to keep things on track.

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Tell Prospects What You Do instead of What You Are

Tell Prospects What You Do instead of What You Are

In social settings, people will often ask what you do for a living. If, like the majority of advisors, you reply ‘I’m a financial advisor’, you’re missing an opportunity to pique others’ interest and possibly win new business.

Instead of simply sharing your job title, use this opportunity to establish your value, and give people a reason as to why they should want to work with you.

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How to Be a Financial Advisor

How to Be a Financial Advisor

Working as a financial advisor is one of the highest ranked business careers according to a recent U.S. News & World report, advisors rating it highly for job satisfaction and prospects. As a financial advisor you can make a real difference to your clients’ lives, making this a rewarding profession to aim for.But if you want to be a financial advisor, you need to have two quite distinct skill sets.

Firstly, you’ll need to pass the relevant industry exams. Financial acumen is a must.

Secondly, and indeed more importantly, you should have a real desire to help people and have an ability to understand their goals and concerns.

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5 Marketing Strategies for Financial Advisors to Ensure Steady Growth

5 Marketing Strategies for Financial Advisors to Ensure Steady Growth

Never attempt to distinguish yourself on products or price. You won’t win using this strategy. Instead, find ways to differentiate yourself from the competition by offering a service that goes above and beyond.

But before you can prove your worth you need to find and connect with potential clients – because they won’t find you by accident. Here are some potential marketing strategies that could help you get on their radar.

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Why You Need to Find a Niche Market and How to Identify One

Why You Need to Find a Niche Market and How to Identify One

The saying ‘you can’t please all the people all of the time’ is never truer than in this business. As a financial advisor you’re ill-advised to work with all and sundry – you’re far more likely to succeed if you can identify a profitable niche and become the ‘go to’ advisor in that area. Once you’re established in your target market potential clients will naturally head your way, keeping your sales funnel full.

You could base your selected niche on people you’ve enjoyed working with or those who share a similar background or interests. You could also decide to concentrate on working with people in a sector that is underserved. Here are three such niche markets you could consider.

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