As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about.… READ MORE
If you’re a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you.
But if you’ve tried to find a niche, you’ve probably realized: It’s not as easy to find people who have enough money to invest and aren’t already bombarded with emails, phone calls, letters and postcards by your competitors.… READ MORE
If you’ve been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won’t cut it.
Because the best, richest and happiest financial advisors have raving fans.… READ MORE
Before you started out as a financial advisor, you probably thought you’d be successful quickly, reducing your work hours and having tons of free time. But when you really start running your business, you realize it’s much more complicated than that.… READ MORE