Paul Kingsman

Don’t be afraid to say, “We actually don’t work that way," and then follow it up with a super-memorable analogy. #advisors

Make it easy for people who have been referred to you to reach you and make sure they do not slip through the cracks when you’re busy.

Just calling to follow up? Avoid that dreaded language and try this instead. #prospecting #advice #advisors #investors

Initial meetings with prospects need to have a different pace, depending on whether they are likely ideal potential clients or simply tire kickers.

Financial markets are volatile. Don’t expect graphs of historical market performance to immediately make your clients feel better.

The So-how’s-business-going? question is an ideal question that you should be ready to hit out of the park. #advisors #opportunity

When you’re having an initial conversation with a prospective client, don’t go and invite people who don’t need to be there. #advisors

If you want to grow an increasingly successful advisory business, don’t assume moving from a broker-dealer to an RIA model is a forgone conclusion

Don’t think you have to add loads of zeros on the end of your AUM number to show people how smart you are. #advisors #AUM

One of the best ways to foster success is consistently and diligently taking care of the small details. #success #advisors #business

You’re not really different from other advisors, so stop saying you are. Do this instead. #advisors #value #help #success

Intentionally mentally prepare for meetings and identify how you can show excitement for the plans your client is making.

When you set a price for your services and prospects reject working with you because they don’t want to pay your fee, it’s OK.

The middle of the night, when you’re lying in the dark, is the worst time to worry. Do this instead. #advisors #business #success

Tax time’s approaching. How to be most helpful to the CPAs you’re working with as well as show your clients you have them top of mind.

Use this easy way to let clients (as well as your own team members and COIs) know you care about them and their overall well-being.

Here’s how to make a strong first impression for the new year, communicate to clients how you’re caring for them, and ask for referrals.

You won’t profit from good ideas simply by hearing them or even thinking about them. You have to take intentional action to implement them.

Even amid the current chaos in the world, take stock of the positive impact others have had on you this past year, and let them know you are grateful

Typically, you can control what happens at the very start of your day. Make the most of this time to set yourself up for a productive, successful day.

You feel like you should call your clients before the holidays, but you don’t really have anything to say. #advisors #holiday #relationship

Unruly clients are a bigger threat to your business than you might think. #advisors #financialadvisors #wealthmanagement

Here are details of everything you need to take action now to meaningfully connect with clients before the holiday rush. #advisors

Use analogies and illustrations to memorably demonstrate to prospects what you do and how you help. #advisors #pitcures 

Beware of making assumptions. They can derail you before you even get started. #advisors #prospecting #business #success

This holiday season, show clients you’re thinking of them and you care about the community. #advisors #holidays #gifts

Be aware of media focusing on industry news, trends, and techniques, and listen for useful information that will help you achieve your goals

Whenever you’re in a negative situation, look for the helpers. Look for the positive side of the situation. #positive #business #success

Get a dose of inspiration to keep you focused as we head into the last quarter of the year. #power #advisors #business #success

If you offer a solution to people’s problem, the price you charge for what you do becomes a non-issue. #advisors #value #success

Imagine you had a new client who said maybe they’re considering retiring in 2023, or maybe 2033. What would you say to them? #advisors

This is a challenge when you’re working within an organization that doesn’t charge or permit you to charge for doing financial planning.

If you’re not charging people for financial plans, you’re actually doing them a disservice. They will never properly value a free plan.

Medical professionals, pilots, and Olympic medalists all have this, and you need it too. In fact, you’re going to struggle without it. #process

While success is never guaranteed, you can earn the right to expect it if you do the work required. #business #advisors #success

Like the successful athletes you’ll see in the upcoming weeks, don’t let anything distract you from the great results you’re after.

People will like, trust and remember you if you make them feel smart. How to make analogies a powerful part of your conversations. 

This is a helpful analogy to use when you are talking with clients about investment management versus financial planning. #advice

The golf course is a great place to prospect, but NOT because you have a captive audience for four hours! #advisors #prospecting

Don’t get caught up in trying to rush these things. You must take it slowly to begin with. #growth #habits #success #performance

Why do we always bite off more than we can chew and get nowhere? #financialadvisors #intentions #business #success

Success isn’t about doing more of what you do. It’s about being more effective in what you do. #advisors #success #business 

One of the best ways to save time and money and to succeed even sooner is to develop your own Board of Directors. #business #growth

The fastest way to achieve success is to get someone to help you. But how do you do that? #financialadvisors #success

Most people think the secret to success is passion. They’re wrong. Use the real “secret” to maximize your interactions with clients.

We talk a lot about selling the benefits versus the features, but often we only take prospects so far regarding the benefits of working with us.

If you knew you only had 20 meetings between now and year-end to bring on 20 ideal clients, how would you approach each meeting?

If you have all the business you can handle, taking on more clients risks everyone being unhappy. #financialadvisors #business

Unless you know who your most profitable clients are, you’ll waste valuable resources chasing non-ideal prospects. #advice #value