Nothing Happens without an Appointment

Nothing Happens without an Appointment

Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It’s simple. It’s not easy, but it is simple. Go get an appointment. It all starts with getting an appointment. Nothing happens without an appointment in this business. Go on the appointment, get your nose bloody, come back and get another appointment. Then get another one. Then get another one. Building a career is a series of many steps. Success is not part time. Get in the habit of getting appointments.

Watch this video or read the transcript to learn how to get in the habit of getting appointments.

Read more

5 Creative Marketing Ideas for Financial Advisors to Attract New Clients

5 Creative Marketing Ideas for Financial Advisors to Attract New Clients

The biggest issue most Financial Advisors face is attracting a steady stream of new clients. In a post-pandemic world that could be even more difficult with seminars and networking events out of the question for a long time to come.

Here are five creative marketing ideas Financial Advisors can use to attract new clients without breaking the bank.

Remember to run any promotional or marketing activity by your compliance department before making any steps toward detailed planning or execution.

Read more

Want to Succeed as a Financial Advisor? Do These Five Things.

Want to Succeed as a Financial Advisor - Do These Five Things

Helping people achieve their financial goals and provide security for their families is one of the greatest, most rewarding career paths on the planet. But it’s a very tough business to succeed in, especially in your first few years.

Here are the five things you must do, if you want to maximize your chances of surviving your first five years as an advisor.

Read more

Becoming a Financial Advisor at 40? Yes, You Can!

Becoming a Financial Advisor at 40 - Yes, You Can

This is for all you career-switchers, and those considering a career change move into financial advisory services:

Don’t listen to the nay-sayers and the haters: You absolutely can become a successful financial advisor as a second career. In fact, as a career-switcher, you’ll have many advantages over your younger peers in your training classes.

Here are some of the many pros of becoming a financial advisor mid-career – and a few of the obstacles you may encounter.

Read more

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.

Read more

top