Being a successful financial advisor or financial consultant requires more than mastering a collection of tips and techniques.
Young financial advisors may soon experience a job-seeker's market as a result with advisors rushing to bolster their practices. With many years ahead of you, invest early in your business to compound growth and let risky opportunities pan out. According to Kensi Gounden here are some tips for young financial advisors as they jump into the industry looking to maximize their success. Some are specific action items, whereas others are more like attitudes or behaviors to adopt. All of them are essential ingredients to making you a well-rounded and thriving member of the financial advisor community.
Never Stop Learning
Connect Personally With Your Clients
Invest in Your Professional Growth
The Bottom Line
Protect Your Clients from Predators
Focus More on Skills, Less on Tools
Be Eager to Acquire New Information and to Share What You Know.
When you challenge your thinking, you begin to find the source of good advice. Good, unbiased advice is balanced and reasoned without other temptations to sway the final recommendation. This method ensures clients understand that every financial decision has pros and cons.
Elliot Jensen and Elliot Fintry have a lot in common. They share the same name, the same house, the same school, oh and they hate each other but, as they will quickly learn, there is a fine line between love and hate.