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Time Management for Financial Advisors

Effective time management is one of the most important skills a financial advisor can have.  Why?  I think Benjamin Franklin said it best:    “Remember that time is money.” THE MOST COMMON TIME MANAGEMENT MISTAKE Every day, thousands of advisors go into their office, close the door, and look at their massive “to-do” list. And every. . . Read More


Best Practices for Financial Advisors: Contact Strategy

Continuing our series on “Best Practices for Financial Advisors,” this post centers on something all FAs should have: a Client Contact Strategy.   Numerous studies have shown that one of the biggest complaints most clients have is that they don’t hear from their financial advisor enough.  That’s important, because the number one reason clients leave their advisor. . . Read More


Best Practices for Financial Advisors: The Law of Contact Management

The most successful financial advisors have one thing in common: they implement the most best practices.   What exactly is a best practice?  Wikipedia defines a best practice as “a technique, method, process, or activity believed to be more effective at delivering a particular outcome than any other technique, method, process, etc.”   The Bill. . . Read More


6 Common Sales Mistakes Made by Financial Advisors

If you’re a financial advisor closing less than 50% of your prospects, you’re probably making one of these six common sales mistakes.   Now, maybe you enjoy selling and maybe you don’t. But as a financial advisor, selling makes up a gigantic portion of your job. That’s true whether you’re in a wirehouse or an. . . Read More