One could argue that being a financial advisor is one of the best jobs in the world. Sure, professional athlete, runway model or A-list movie star sounds good, but financial professional is right up there. Where else can you build a client base that pays you fees on an annual basis and trusts you with their money?
With that in mind, I think many financial advisors overlook the best part of the profession. Your goal should be to become a trusted advisor instead of a product salesman. If you are not convincing your clients it is you and your advice that is most important to them, you are missing out on a tremendous opportunity.
In the webinar below, we talk with Chris Smith, the founder of the Camp Fire Effect. In this discussion, Chris shows you how to “enroll” new clients instead of selling them.
Questions? Reach out to your Quantum consultant at 800.440.1088.
Scott spent 20+ years as a large market radio host, on-camera news talent and VP of content creation. He helps develop and manage all advisor client acquisition strategies for Quantum, including live events, digital, social and legacy media campaigns.