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Recently, I had a conversation with a very successful advisor who is in the process of recruiting people into the industry. He asked me: How can one assess the likelihood for an advisor to succeed beyond the 2 to 5-year mark?
Honestly, I’ve never been asked this question before. Now that I’ve had time to refine my answer, I’ve come up with three rules. My goal for this episode is for you to apply these rules to yourself and those you lead.
In this episode, I talked about the following:
- (04:14) Why you cannot manage advisors
- (05:01) The first question you ask advisors who are two to five years into the game?
- (05:37) Why it’s important to practice strategic thinking early on in your career
- (08:11) How advisors should spend the first hour of every business day
- (14:01) The advantages of investing more in yourself
Related: Three Trends That Make the Next 5 Years Extraordinary