How to be a top financial advisor?

Want To Become A Top Financial Advisor? Read This!

“Your website isn’t the center of your universe. Your Facebook page isn’t the center of your universe. Your mobile app isn’t the center of your universe. The customer is the center of your universe.”

— Bruce Ernst Yes, it all starts with the customer and never ends until you are in business. As the economic situation is much better now, you can easily find customers who want to buy insurance, invest in a portfolio that you suggest.

But you will have to do your part to reach out to them. To this end, you will have to make sure that you are not afraid of reaching them. In this digital age, there are so many ways to reach out to do so. You can drop a mail or a video mail, reach them on their Facebook page, share pics with them, conduct online meetings, and deliver results over the mail.

But, in financial services industry people may want you to come and meet at least once, so that is assured of your services. How to be a top financial advisor then? Being alone is not answer you will need to have a team to reach out.

Skill is what you and your team may need next. If you take a look at history, you will find that all great players have coaches who teach great players with vital skills and concepts and your team members implement and execute them.

Building a great team and motivating them for a business objective is much more than having few people trying their hands at getting few customers. Every team member should know his responsibility; he must be aware of:    

Making a genuine first contact Must Be Courteous to listen to the ‘need of the customer.’

Must have a value proposition to offer Must be ready to serve not ‘sell.’

Once you have the right team, the next thing that you have to focus on is time management. You must have a clear plan to reach to your customers. Give them a schedule to stick to, and if they find it challenging, you must take the lead and show them how to meet clients regularly.

In The End

These are few things that will help you find answers to question ‘how to become a top financial advisor.’ And if you follow the advice, you can inevitably become one.