07
JanAuthority is the power to influence others because of one’s recognized knowledge about something. Building authority is important if you’re looking to grow your financial advisor business. Like trust, authority isn’t something you buy; it’s something that you have to earn. While earning and building authority can take some time, you can speed up the process. As […]
07
JanClient review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then you talk about improving that performance. While this is the norm, it’s not the most productive method. Client meetings shouldn’t just be information sessions. They’re a chance for you to sync up with your client[…]
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[…]
