11 Must-Have First-Year Financial Advisor Goals

11 Must-Have First-Year Financial Advisor Goals

It’s tough making it through your first year in the financial advisor business. It’s going to be even tougher without some specific goals to give you focus. If you set goals though, you’ll have some framework for deciding how to manage your time and money.

Your first=year financial advisor goals should be as specific as possible – so you know when you’ve achieved them. And write them down: People who write down their goals are 33% more successful at attaining them than people who keep their goals in their heads.

Here are some of the most important objectives for your first year as a financial advisor.

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How to Turn New Clients into Loyal Clients

How to Turn New Clients into Loyal Clients

You have just opened a new account and you are excited to start working with this new client. Of course, you are more than qualified to provide them with the services they need, but how are you going to ensure that your relationship with them will flourish over time?

Here are few good ways to create a loyal bond between you and your client.

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What Are Repeatable Processes and Why Do You Need Them?

What Are Repeatable Processes and Why Do You Need Them?

Repeatable processes are processes that can be followed day in, day out. The task of developing repeatable processes may appear time-consuming (even mundane), but it’s essential if you are to grow your business.

Just as the setting and the following of daily routines helps in everyday life, successful advisors know that by creating consistent repeatable processes they’ll build up a competitive advantage that’s hard to beat.

Here’s why you should be incorporating repeatable processes into your business model.

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Five Ways Tracking Can Improve Your Practice

Five Ways Tracking Can Improve Your Practice

If you don’t set clear targets or measure your performance, you won’t know if your business is going in the right direction. So, set aside time to identify the areas that are key to your overall success – then take steps to track how you’re doing. Your tracked data will help you understand how to improve or change things for the better so you can progress towards your ultimate goals.

Here are five ways how tracking can help you improve your practice.

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