Give clients a memorable story about why you became a financial advisor.
The one thing all successful people share is that they have formed good habits.
This year is shaping up to be a year of extreme volatility.
What determines your value is not up to you to decide. It is left for the client to decide. And that decision is a lot simpler than you might think.
Thanks to the availability of information on the Internet, salespeople can no longer be duplicitous. They must be capable.
Elite advisors don't burden their clients with numbers, keep appointments every day and never stop trying to simplify their message.
Every generation imagines itself to be more intelligent than the one that went before it, but they still keep making the same investment mistakes.
The late Zig Ziglar observed that every sale has five basic obstacles: no need, no money, no hurry, no desire or no trust...
There are three qualities potential look for when picking an advisor, and they have nothing to do with money management.
Your selection of managed money, mutual funds or annuities is a lot less important to clients than it is to you.