Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find.
If that’s you, you’re making an error that can kill your business—even if you succeed.
Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business.
There are 5 types of them. In this episode, you’ll hear exactly what they are, why they’re dangerous and how to spot them.
That way, you can keep those horror clients from ever entering your business and can build the business that works for you.
Show highlights include:
- Why not to pick up the phone when your clients call (it sounds odd, but if you do this, they’ll know you’re doing good work for them). (7:40)
- If your clients complain about losing money, you need to fire them. Here’s why. (11:50)
- How high can your client’s expectations get before it endangers your business? Here’s where you need to draw the line. (13:15)
- The important marketing lesson you can learn from old-school ways single guys tried to get a date. (18:15)
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: