how to be a great financial advisor without working day and night
TRANSCRIPT
How to be a Great Financial Advisor
Without Working Day and Night
You have worked hard at your craft and you want to be tops
on the list of the best financial advisors in your area.
The problem is that your life is changing and you need to
figure out how to spend more time at home and less time in
the office or with clients.
Being a great financial advisor means giving your clients the
time they require to take care of their most pressing financial
needs.
That usually translates into working day and night
throughout the week with no real set hours.
When you are just starting out in your career, the hours do
not bother you because you are establishing something
special.
But when you get a little older and start a family, it becomes
time to find ways to still be a great financial advisor without
working day and night.
Schedule Everything
When your time is precious, then it is important to make the
most of each minute.
The best way to do that is to create a schedule that includes your
personal and professional appointments.
A financial advisor recruiting firm that is looking for a great
advisor is looking for one that establishes results with
professional competence.
If you feel like you have to spend time in the office just to be
there, then you are not using
your time wisely.
Schedule all of your tasks and create a daily schedule that
allows you to establish that professional competence and still
lets you enjoy your personal time as well.
Create A List Of Priorities And Stick
With It
If your son has a baseball game on Thursday evening and that
is important to you, then do not schedule anything else
around that game.
You know that you can create appointments at other times to
make up for any potential revenue that may have been lost.
The key is to create a list of professional and personal
priorities that you learn to manage and use as a template for
utilizing your time properly.
Schedule Everything
One of the reasons that some customers schedule
appointments for the evening is because they do not think that
their financial advisor will meet them on their lunch break.
Many customers have the time and the capability to do lunch
meetings that would significantly reduce your need to
schedule evening appointments.
If you have customers in managerial or executive positions,
then let them know that you are flexible enough to come to
their office for an appointment instead of waiting for a time
when their personal schedule is open.
By becoming more flexible in your own work schedule, you
can make things easier on your customers and reduce the
amount of time you have to spend working on weekends and
evenings.
One of the misconceptions about being a great financial
advisor is that you have to give up your personal life to
succeed.
The truth is that you can find ways to keep your clients happy
and not have to work day and night to sustain your career.
Rhino Search Group is a financial services recruiting firm
known for its valuable client relationships with the most
trusted
financial brands.
Contact our financial advisor recruiters if you are looking to
make a move, or buy/sell a book
of business.
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
Phone: 480-361-9490
Email: [email protected]