December 2018
Beginner
384 pages
9h 53m
English
Content preview from Success as a Financial Advisor For Dummies
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Chapter 18
Earning Clients and Making a Career for a Lifetime
IN THIS CHAPTER
Making yourself your client’s most valuable asset
Educating your clients, for their sake and yours
Letting your clients know what you bring to the table
Taking a humble approach
I use the word “earning” in the chapter’s title deliberately. Too often, I hear financial professionals talk about winning, closing, or selling clients in relation to client acquisition and building their business. Earning clients is what you should be doing, because it’s the sincerest of intentions. You don’t need to fake it to make it. In addition to being the best way to attract and retain clients, earning clients provides the satisfaction of having shared your knowledge and experience to help clients achieve their life goals.
When you’re earning new clients — earning the honor to serve the financial needs and goals of your clients — you soon discover that it’s a secure lifetime career. Like the family doctor and family lawyer, a family’s financial advisor plays an integral role in the family’s overall success and wellbeing, ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.