What Does It Take To Be A ‘Successful’ Financial Advisor?

(Note: We are all financial advisors no matter what we sell!)

We all want to achieve success so we can live a comfortable life — have financial freedom, drive a nice car, and live in a beautiful house. However, although success can be achieved, it does not come easy.

Becoming a successful financial advisor is no exception. If you want to be successful, it requires constant study and hard work to master the fundamentals of your profession — and it never stops. You constantly have to educate yourself.

Above all, you’ll need to sharpen your questioning and listening skills. You’ll need to work hard at understanding what your clients really need and want. Many times, clients don’t know what they need and want, so you have to be able to help them discover it for themselves.

Our 30 plus years of experience in this industry, has shown us that these questioning and listening skills are far more important than any other skills — even marketing and prospecting!

If you like helping people to significantly enhance their lives, then being a financial advisor is a dream come true.

Start off by mastering the basics of marketing and sales, and then keep learning how to help families to ‘Find The Money’ to spend, save, invest, insure, and plan wisely for the future, to ‘Live Debt Free And Truly Wealthy!’

Remember, the most successful financial advisors are voracious learners. They start each day reading. They take time each day to practice and study their craft.

And, a successful financial advisor always puts their clients above themselves!

“If you help enough people to get what they want, then you’ll get what you want… a great, rewarding and very successful Financial Services career.”

Note: The U.S. Bureau of Labor Statistics (BLS) reported that the median income for personal financial advisors was $90,530 in May 2016 (www.bls.gov). Those in the top-paid ten percent earned more than $208,000 a year, and those in the bottom-paid ten percent earned $41,160 or less per year.

If you want your circumstances to change, you need to act now. Download our free report now! How To Close ‘9 Out Of 10’™ Sales By Asking The ‘Right’ Questions!

Jeremy Nason, RFC is the co-founder of the famous Insurance Pro Shop™ -“The first affordable, full-service insurance marketing and sales resource center for today’s Financial Pro, and Found Money Management™a system dedicated to helping Middle-Income Families to ‘Live Debt Free and Truly Wealthy!’ For more articles visit his blog!

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