How to Make Sure Your Message Sticks

How to Make Sure Your Message Sticks

We tend to forget most of what we’ve been told within a week, unless that message has been repeatedly reinforced. So, unless you reinforce your messages and deliver them in an interesting way, there’s little chance clients and prospects will digest your information and act on it. There are however some key ways to make sure your messages are understood and remembered.

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The Five Soft Skills Financial Advisors Must Have to Succeed

The Five Soft Skills Financial Advisors Must Have to Succeed

The development of an excellent soft skillset is crucial to your success as a financial advisor. You can find technical knowledge in any book, but practical knowledge involves ‘being’ rather than ‘knowing’, ‘practicing’ rather than ‘being taught’. Soft skills are absorbed through years of experience.

To develop great soft skills, practice them every day, hone them and never give up the quest for perfection.

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What’s Most Important for Client Retention?

What's Most Important for Customer Retention

Client loyalty is getting harder than ever to achieve. Clients are bombarded with options when it comes to financial advice and they know they can switch to another advisor in the blink of an eye if they are dissatisfied. So it’s essential to understand how to ensure your clients remain loyal and stick with you for the long term.

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How to Get Your Point Across in Fewer Words

How to Get Your Point Across in Fewer Words

When you address clients and prospects, you are a techie talking to non-techies. There is always the threat that you will confuse your listener and we all know by now that people don’t buy what they don’t understand. Many are the Advisors who have talked themselves out of commitments.

One way to mitigate this danger is to get our message across in as few words as possible. Advisors who can do that gather a lot of assets.

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Why Storytelling Should Be an Integral Part of Any Advisor’s Selling Strategy

Why Storytelling Should Be an Integral Part of Any Advisor’s Selling Strategy

As a Financial Advisor, it’s your job to influence and persuade. In order to buy from you people must like you, trust you and understand what it is you’re offering them. When a hot prospect walks away it’s usually because they didn’t ‘get’ what it was you were selling them. And no one buys what they don’t understand.

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A Simple Story – Financial Advisor’s Best Friend

Simple Stories – Financial Advisor’s Best Friend

Being misunderstood may be funny in burlesque, but it’s not funny when you’re trying to make a living as a Financial Advisor. There is nothing more important to an Advisor than communicating clearly.

The safest and surest way to communicate in our business is to make your message as simple as possible, to make the unfamiliar familiar. Stories and analogies do that better than anything else. They allow you to make your point concisely and they make people feel comfortable.

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Can You Tell Me in Eight Seconds What You Do for a Living?

Don Connelly audio blog post

When someone asks you what you do for a living or asks you exactly what it is you do as a Financial Advisor, how simple do you think your answer should be? Bingo. Very simple.

According to the NationalCenter for Biotechnology Information, the attention span of a human being is eight seconds. To put that in perspective, the attention span of a goldfish is nine seconds. If you like that statistic and want to learn others, check out www.statisticbrain.com.

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Overcome The Curse of Knowledge

Overcome The Curse of Knowledge

Financial Advisors know a lot about finance, economics, interest rates, taxes, estate planning, investing, the stock market and many other things. A whole lot. That knowledge comes with a price. When an Advisor knows his stuff, it’s hard to imagine not knowing it. So when an Advisor speaks to a client, the Advisor often forgets that he or she is drawing from an enormous reservoir of knowledge and speaking to someone of lesser knowledge.

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