Financial planning beliefs that could hold advisors back
If as a financial advisor you’re not growing as fast as you would like, examine your convictions. A lack of clarity, both for yourself and how you articulate it to...
If as a financial advisor you’re not growing as fast as you would like, examine your convictions. A lack of clarity, both for yourself and how you articulate it to...
When I ask financial advisors or insurance agents what their biggest challenge is, the first answers are usually “not getting in front of enough qualified prospects,” “not managing my time...
Despite our best intentions as financial advisors, sometimes we get in our own way with clients. To remove obstacles between yourself and clients, think of yourself as a paid communicator...
Supercharge your ability and speed to reach your goals by learning from others who have traveled kindred roads. Like you, they experienced similar detours and familiar barriers working with prospects...
The primary role model for me was MDRT member John F. Savage, CLU, of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I...
You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since...
There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone...
When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people...
For me, achieving MDRT’s Court of the Table qualification was a combination of many things, and I found there was an order to how those were done. Since...
What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many...
People love the word “smart.” We have smart water, smart cars and smart phones, for example. We also tell clients that we want to be smart with their money, and we...
Not everyone can be turned from a suspect to a prospect, and that’s fine. It’s important to find out, though, early in the process. There are five facts you need...
Perhaps you can relate to my problem: Once the lockdown started, my wife and I began hosting weekly Zoom calls with friends near and far. We still have Zoom calls...
Everyone in the world is waiting to get the COVID-19 vaccine. It’s a product with unlimited demand. You know what happens next: Companies will increase production to satisfy demand. You might...
Clients may sound depressed, especially during bad weather and a pandemic. Because of that, they may complain about politics, interest rates, increased utility bills or their health. Many of these...