Mar 25, 2019
Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no.
Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer...
Mar 18, 2019
If you want more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it. After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers...
Mar 11, 2019
If you’ve been a financial advisor for more than 10 minutes, you’ve probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office. Maybe you even have some of them.
And it’s something that makes you feel accomplished. You get to call yourself a new title...
Mar 4, 2019
Would you trust a dentist with crooked teeth? You wouldn’t. Similarly, clients don’t trust poor financial advisors. And while clients don’t get insight into their advisor’s personal finances, they can tell if an advisor is poor.
Clients know because poor financial advisors give off tells. And these tells make...