If you’re wildly ambitious, an above-average income won’t cut it. While normal people would hate you for it, there’s no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you’ve always wanted?… READ MORE
You’re probably worried. Clients could abandon you. “closed” leads might not come through anymore. You may even need a desk job soon.
All of that’s scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis.… READ MORE
As a financial advisor heading out on your own, you’ve got a lot of obstacles in your way:
Skeptical prospects, competition, overwhelm, the list goes on.
But none of these things can slaughter your business as fast as the enemy we’ll talk about today.… READ MORE
Organization is no sexy topic. But it’s essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying.
If you’re not organized, you’ll lose prospects, repel your clients and never feel the freedom you became an advisor for.… READ MORE
If you want to improve, you need to know what you’re bad at and how to do it better. But in business, your strengths and weaknesses aren’t always clear—you don’t know why a client left, a prospect ghosted you or a referral source dried up.… READ MORE