If you’re listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don’t.
But what’s even more important than doing the things that work is avoiding what doesn’t.
If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they’re newbies while you’ve got a decade of experience.
In this episode, you’ll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors.
Show highlights include:
- If you hate cold-calling, working on your marketing and learning about sales, here’s how you can start enjoying all those things and create the business you want to run. (7:00)
- The 2 most profitable activities for financial advisors (these are the “money-making activities” that put dollars in your bank account). (10:29)
- How to land more clients than your competition, even if you generate fewer leads. (14:21)
- The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (16:30)
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: