Top 12 Best Practices of the Top Financial Advisors

The Top 12 Best Practices of the Top Financial Advisors

You know it, I know it: Being a financial advisor is a tough job.  Over the course of my 40-year career, I’ve seen thousands try to make it, toughing out intense competition, market downturns, and massive industry changes…all to no avail.

But I’ve also known many who did make it.  Advisors who not only survived, but thrived.  Advisors who built multi-million dollar practices … sometimes even billion dollar practices!  Advisors who doubled their business once, twice, even three times over. 

I know them because I’ve personally coached them.   

So the question you have to ask yourself is: How did they do it?  And how can you do it, too?    

The answer: the most successful advisors implement the most “best practices.”  Best practices are what separate the wheat from the chaff.  

My new guidebook, Top 12 Best Practices of the Top Financial Advisors, shows exactly what some of those best practices are.  

AND YOU CAN HAVE IT FOR FREE.  Click here to download a free copy of my guidebook!

 

In this guidebook, you will learn:

  • What all top financial advisors – and their teams – have in common.
  • What the top financial advisors do to ensure near-perfect client retention.
  • How the top financial advisors get at least 2-3 real referrals every month.
  • Where the top advisors look first when they want new prospects.
  • One simple trick top financial advisors do to accomplish more during the day.
  • And more!

Is Your Practice Thriving?  There’s an easy way to find out!

There’s an easy way to find out if you’re the wheat or the chaff.  I call it the Thriving Advisor Test, and you can take it in 30 seconds.  

Ask yourself the following questions:

top 12 best practices

My guidebook will show you how to implement 12 of the simplest – and most important – best practices in your industry. 

Click here to download a free copy of my guidebook,
The Top 12 Best Practices of the Top Financial Advisors

 
So what are you waiting for?  Do you want to grow?  To implement more best practices?  Then download my new guidebook now.  
 
Don’t waste another minute.  Start implementing more best practices today. 

Leave a Comment

You must be logged in to post a comment.