Being a Great Financial Advisor Is Not Enough

 

Today, I’d like to talk about what identity an advisor must have to influence and persuade clients and prospects.

When advisors make recommendations based on data and information, their clients would use logic to assess them, make decisions, and take action - that is the ideal scenario in a perfect world.  

However, we are in the people business, and we deal with humans who have emotions.  And sometimes, using pure logic is not enough to influence their decisions.  

In this episode, I talked about the following:

  • (03:19) The 80/20 rule of influence and persuasion
  • (03:55) What is intent and why is it important
  • (05:14) The most important energy an advisor must have
  • (07:50) How to be a great influencer
  • (12:40) What the advisor of the future should look like

Related: Why Being Resilient Must Become Your Superpower