The 90 Second Coach for Financial Advisors

Old is the New New

Reach out and touch someone! We all crave the personal touch. Be an early adopter to the new, new, which is really just the way it used to be.

Soft Landing

What is the impression the client walks away with after they become a client? This isn’t a “love ’em and leave ’em” approach and never should be.

A Balancing Act

It is a balancing act between rate of return, clients' emotional state, and focus on their goals. Being aware is the first step.

A Client's 'Mindshift'

Most clients do not have a clear understanding of who you are and what you do. This is how to begin the process of change.

Relationship Secrets with COIs

Relationships don’t just happen. They need to be nurtured over time. COIs are no different.

Do What Counts

Focus on the 20% that gets you more than 80% of the results. Be consistent. Be congruent. Under promise and over deliver.

Doing the Right Thing...

How should they feel? When a COI refers someone, they should be enthused and excited about you providing them the opportunity to help others….and they are grateful to you.

Work Expands

The work expands to fill the time available. Re-assess your priorities as COVID recedes and you may find you have more time to enjoy life.

The COI Secret Sauce

Centers of Influence need nurturing. Your persistence and determination to play the long game wins out in the end. Most advisor-COI relationships are seldom allowed to mature and seldom produce meaningful results.

Your Response is Everything

It isn’t that problems won’t arise with your product or service, it is how you respond. Your clients' feelings towards you is all about how you react and how you resolve the issue.