There's no app, but there is a formula: You need a good instructor, lots of practice time, commitment, implementation in the real world and dedication over several years.
The flip side is that most financial advisors waste years, even decades, seeking and trying to circumvent a truth that cannot be escaped: There's no app for lasting success.
How is this good news? If you are one of the few who are actually willing to do the work to build these skills over time, you have a distinct and substantial advantage over what will no longer even be called the "competition." Embark on the master's journey and you will acquire all the ideal clients you need to generate all the business revenue to cover your expenses, pay your taxes, have all the net income you want for a great present lifestyle and have all the money you need to fund your future goals and financial independence.
What does a financial advisor need to build a successful business? Six things.
Client Service Mastery
Help your clients get their entire financial house in perfect order and keep it that way forever. This starts with the implementation meeting, which is the first meeting after you've been hired, and cycles through three meetings per year.
Client Acquisition Mastery
In this you need to master four elements: 1) Asking for referrals. 2) Making follow-up calls in a way that is engaging. Your hope is that a certain number of callbacks will lead to more in-depth phone appointments. 3) Facilitating the phone appointments in an effective way so a certain number of clients agree to a face-to-face initial client interview at your office. 4) Conducting brilliant client interviews so a good percentage of them hire you.
Leadership Mastery
In pursuit of this you must build and lead a team of best-in-class subject-matter experts. People who will help you help your clients get their entire financial house in perfect order and keep it that way forever.
Communication And People Skills Mastery
You must ask the right questions, being an empathic listener, and when it is your turn to talk give your advice with conviction in a way that's all about the clients so they take action and implement your ideas.
Mind Set Mastery
Think like a business owner instead of like a practitioner. Focus on what you can control and don't be distracted by events out of your control like the market, the economy or world problems and conflicts.
Time, Priority And Calendar Mastery
Run your business instead of letting it run you. Know your priorities: Put them on your calendar as appointments with yourself and others, and develop the habit of honoring your calendar.