A business plan is a critical step to success as a financial advisor. An effective financial advisor business plan includes: Services you provide Commitment and philosophy Your ideal client, marketing plan, business goals, and financial numbers Sample Financial Advisor Business Plan for [Business Name]: Our financial advisory business, [Business Name], is committed to providing to […]
Why Do So Many Financial Advisors Fail – Part 2-
In our last post, we dove into Part 1 of Why Financial Advisors Fail. By getting in the driver’s seat of your life, you will dramatically increase your odds of success. Now that you understand how the brain works, we will cover part 2: “Why do so many financial advisors fail?” Specifically, we will review […]
zElevator Pitch Script | Ch183-
Elevator Pitch Script – What to Say When Someone Asks You What You Do Today, you will learn how to respond when a prospect or acquaintance asks you what you do. Early in my life, I became interested in the mind and how it reacts to new information, as well as established hard-wired habits and […]
Financial Advisor Career – An Interview with John Panter | Ch144 –
“Financial Advisor Career – An Interview with John Panter” In “Financial Advisor Career- An Interview with John Panter” you will learn about his journey from clinical sociologist to a successful career as a financial advisor. He shares the insight you need to create success in your financial advisory business. In today’s episode, you will learn […]
Why Affluent Clients Fire Advisors and Consultants | Ch143 –
In today’s episode, “Why Affluent Clients Fire Advisors,” you will learn what affluent clients do before they hire, how they select their team, and what they rarely do. Let’s face it: you likely want to grow your business and get more wealthy clients. The first step is getting hired; the second is not getting fired. […]
How to Attract High Net Worth Clients
High net worth (HNW) and ultra-high net worth (UHNW) clients are used in the financial services industry regarding affluent individuals and families with significant wealth. While there is no universal definition, most identify this group with a minimum of $1 million in investable assets. UHNW individuals are worth a lot more than those in the […]
