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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 18

Earning Clients and Making a Career for a Lifetime

IN THIS CHAPTER

Bullet Making yourself your client’s most valuable asset

Bullet Educating your clients, for their sake and yours

Bullet Letting your clients know what you bring to the table

Bullet 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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Publisher Resources

ISBN: 9781119504108Purchase book