6 things I wish all financial advisors knew...
1. If you don’t have a niche, you’re way behind.2. Missing a day (or week) of prospecting doesn’t hurt right away. You usually feel the effect a month or two later.3. Educating your prospects is the key to overcoming skepticism in your market.4. Once you have a large enough book of business, you should cut the bottom 10% every year. Cut the bottom and add to the top on a regular basis.5. If you find yourself having to “overcome” several objections in a row, you have screwed up somewhere along the line.6. Anyone who says they have a “referral only” business is kidding themselves. They’re just timid marketers.Related:
How Financial Advisors Can Program Themselves for Success
