What to Look for in an Accountability Partner

What to Look for in an Accountability Partner

Unsuccessful advisors may dream of success but they can’t seem to commit to or stick with their ideas. They tend to procrastinate or spend their time struggling to discern between high and low priority tasks. Successful advisors on the other hand have a clear roadmap incorporating concrete goals and they consistently hit their targets. They have discovered the art of “accountability”.

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How Do You Pick Yourself Up When You’ve Been Fired by a Client?

How Do You Pick Yourself Up When You’ve Been Fired by a Client

It can be a challenging and depressing experience especially if clients leave without telling you the reason. But getting fired happens to even the best of advisors at some point. And it’s not all bad news.

In fact losing a client can give you a chance to re-evaluate yourself and determine what you have to offer clients. It can be a perfect time to re-focus, take a good hard look at yourself and change things to do what you need to do to get back in the game.

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Developing Your People Skills Begins with Understanding Yourself

Developing People Skills Begins with Understanding Yourself

People who are able to discern the feelings of others have a distinct advantage in life. They generally out earn and outperform those who cannot. Having this ability is a reflection of one’s emotional intelligence. People with high emotional intelligence understand themselves and they understand the impact they have on others. They know when and how to make the other person feel good. They are able to influence decisions. They have great people skills.

As an Advisor, it is to your advantage to have or develop great people skills.

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Self-awareness Helps You Understand How People Perceive You

Self-awareness Helps You Understand How People Perceive You

As a Financial Advisor, your image is all-important. You’ve got to get it right. The burden is on you to decide how you want people to perceive you. As you are crafting your image, be reminded that every word you say and every move you make are advertisements. In too many cases, there is a big difference between what the Advisor thinks he is sending as an image and what the world perceives.

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