If you’ve got an interested prospect, you’re probably excited about a new potential client. You write to them, call them–but more often than not, they don’t decide.
Eventually, the prospect stops replying and actually goes nowhere.… READ MORE
Being a financial advisor isn’t easy. You face a lot of stress, rejection, struggle and disappointment. You know it’ll all be worth it in the end, but you’ll have to conquer your fears and struggles.… READ MORE
If you’re a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more time with your kids and provide more for them than you had growing up.… 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
If you’re struggling to land more clients even though you’re doing all the right things from books and training programs, you might be making a different mistake.
Because while you can learn a lot from what successful people do, you can learn much more from what they quit on.… READ MORE
If you look up to millionaire financial advisors, here’s some relief: Rich financial advisors aren’t rich because they’re naturally better than you.
The truth is much simpler. They do things on autopilot most financial advisors don’t even do with tons of effort.… READ MORE
There’s nothing more important for entrepreneurs of any kind than lifelong learning.
But sometimes, what feels like learning actually harms you.
That’s the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor.… READ MORE
If you’ve been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don’t work out or they’re not a fit for your business.
But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you’re lucky—sends you a one-sentence rejection?… READ MORE
You’ve probably already heard that LinkedIn is one of the best marketing channels for financial advisors.
But creating an account and uploading a picture in a suit isn’t enough. You need to market yourself effectively if you want to close clients via LinkedIn.… READ MORE
You can have the prettiest business cards and the fanciest websites, but a financial advisor’s business runs on clients. And whether you’re brand-new or just going through a slump, this episode will help you get more clients.… READ MORE
