04
FebAs the year is coming to a close, you may be starting to think about your target markets for 2021. Maybe you’ve tried some financial advisor target markets in the past year that didn’t pan out into a solid client base. No worries, we’ve researched some of the very best niches for financial advisors heading into 2021. […]
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[…]
17
DecThe only way to keep growing as a person and as a financial advisor is to continue your professional education. Recently, I’ve received several comments about the cost of professional education products. Most of their messages can be encapsulated into: “Gee, all of this stuff is expensive. I can’t afford to spend so much.” I even had[…]
