In my first few years in the business, I learned more than I ever thought possible. More importantly, I was able to take the tough lessons and turn them into fuel that helped propel me to some pretty incredible levels of success. No matter where you are in your business journey, these 3 major lessons I learned as a financial advisor are easy to apply and use right now.
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As someone that's built her business from the ground up, achieved the Barron's Top 100 designation in all categories, and sold the business for a healthy multiple, I can tell you with all sincerity there are some simple truths you need to follow if you want to be successful. Here are three essential pieces of advice form a Barron's Top 100 Advisor:
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I recently wrote a few articles about what your clients are most drawn to, and how risk management makes you a better advisor. This recent article from FA Magazine echoes my earlier messages, and goes on to explain a little more about what your clients are looking for in you (their advisor) during these turbulent times in the global market.
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While the title mentions bulletproofing an inheritance, we’re not going to cover the technical aspects of how. Rather, I’m going to show you how that conversation will help you close prospects like...
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If you asked a hundred people on the street what a financial planner does, the answers would be overwhelmingly skewed towards the "investment management” side of the spectrum. This isn't necessarily false, but highly successful financial planners focus elsewhere first.
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Have you ever been ghosted? You had a great initial prospect meeting but you never heard from them again? Maybe it was because you left an important influencer out of the discussion. Did you inadvertently leave out the woman, not realizing the influence she maintains in the relationship? I am going to tell you how to win over female clients by not losing them at the onset.
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Steve Sanduski invited me to be a guest on his Between Now & Success podcast, and it was wonderful to share my story with his audience. This is still the #1 MOST POPULAR EPISODE on his podcast! In our time together, I share what I did to overcome the obstacles laid out before me so I could build a seven figure firm.
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Whether they are married, single, widowed, divorced, working, or retired, there’s never been a more important time for advisors to meet the emotional needs of their clients. Clients are scared right now. They are looking for leadership, confidence, and someone to hold their hand. That person is you, their advisor.
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