07
JanUnderstanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every aspect of your business from your marketing to managing clients. You don’t need a psychology degree, but knowing how and why people make decisions is valuable. Finance is rational, and that reinforces the belief that people make […]
07
JanIn order to be a successful financial advisor, you have to focus on growing your business. As you work to grow your business, it’s important to focus on quality and not quantity. Focusing on quality helps you weed out a difficult prospect before they become a difficult client. Some clients start out fine and become difficult over[…]
05
JanDefining your niche is one of the first things you do when developing a marketing plan. When you know your niche, you’re able to create targeted marketing campaigns. People typically stop there, but it’s possible to create a narrower definition of your target market. You can do this by creating a persona for your ideal client. Creating[…]
