Don’t Sell Investments – Focus on The Relationship

Don’t Sell Investments – Focus on The Relationship

I believe in my heart someone should transfer their entire account to you without any investment recommendations. We’re not in the investment business, investments are our products. We’re in the business of getting kids through school, minimizing taxes, and getting people retired. We have to focus on the relationship, not the money. If you sell investments, sooner or later your clients will be angry. All investments have their bad days as well as their good days. So don’t discuss investments, it’s not necessary.

Listen to this audio episode or read the transcript below to learn a story that illustrates how focusing on the relationship without discussing investments will help you open the account.

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When You Find Yourself Discouraged, Revisit Why You Got in This Business

When You Find Yourself Discouraged, Revisit Why You Got in This Business

I know there are times that you want to quit, you just want to throw in the towel. Clients get in your face, the market is working against you, things are bad, and you’re in a slump. Next time that happens, here’s a suggestion. Ask yourself why you got in the business and answer that question.

Listen to a story that illustrates how asking yourself this question will help you find courage to keep on doing what you’re doing.

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