How to Develop Your ‘Who I am Story’

How to Develop Your Who I am Story

To succeed as a financial advisor you need to find a compelling method of differentiating yourself from the competition. To get to the top you need to stand out as being likeable and trustworthy so that clients will want to do business with you. A great way to build rapport with clients is to tell stories and in particular, you should spend some time developing a ‘who I am story’.

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There Are Times When It’s Simply Best to Forgive and Forget

Forgive and Forget - Success Tips for Financial Advisors

To succeed as a Financial Advisor, one has to accept that disappointment is inevitable. We don’t always get what we want. Disappointment breeds frustration. Negative emotions are unavoidable, yet they must be controlled. We’re in the business of controlling the emotions of others. We can’t do that well until we have control of our own emotions.

I think the best way to deal with disappointment is to put it in perspective.

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