financial planning sos top 10 mistakes most financial advisor make
Post on 17-Jul-2015
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1. Lack of Structure2. Staying Comfortable3. Getting Complacent4. Failing To Market5. Leaving Money6. Obtaining Referrals7. Ask for the Sale8. Using Outdated Contracts9. Service Work10. Staying on Advances
1. Lack of Structure*What does your day look like?*What is your Marketing Plan?
*How do you follow up?
2. Staying Comfortable*Keep up with New Products
*Explore New Marketing Methods*Continually Ask for Referrals
3. Getting Complacent*Is P30k, P40K, P50K good enough?*You must strive to always improve.
*”Red Queen”
6. Obtaining Referrals*The Life-blood of a successful
practice.*Absolutely must ask for them.
*Find the “Golden Chain”
7. Ask for the Sale*Failing to ask for the sale is
crippling.*How do you close?
*Do you need to close?
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