Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients.…
READ MOREIf you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again.
The difference: What the voice in your head is telling you.…
Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor.
But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor. …
If you’re a good financial advisor, you want to do the best possible work for yourself and your clients.
In theory, that’s great—you get your clients higher returns and yourself a bigger book of business.…
Your skills don’t matter if you don’t get anything done.
You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses. …
Referral leads are better than random people from networking meetings. They hire you without objecting to everything you say. They’re usually wealthy, You don’t have to work to acquire them and they already trust you.…
READ MOREYou’ve probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor.
The truth is: Competitors are closing clients you could’ve signed left and right.…
Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them.
But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes.…
As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.
But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.…
If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city. …
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