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5 Reasons Why You Must Stop Working With Your Broker
Do you know the difference between a broker and an investment advisor? Did you know there WAS a difference? Well, there is… and it’s BIG. Brokers have major conflicts of interest, can have hidden fees and often do not even directly handle your money. In fact they may not even KNOW the person who IS handling your money! Scared yet? With your investments, your kid’s education and your retirement portfolio at stake, perhaps you should be. Read on to learn more.

Performance Anxiety: How To Spot The Professional Advisor
All the advisors I've worked with have been smart, qualified, knowledgeable, experienced, and young for people with so much to offer. The overarching difference between the rookies and the pros, though, has been confidence. In short, rookies work hard to project confidence they don't feel, and pros are lazier: they feel confidence, but don't feel the need to show it. Whether the conversation with the client is face-to-face, over the phone, or in writing/cyberspace, for the rookie, it's always about himself and his performance anxiety... am I really qualified to render advice to this older, more experienced executive? For the pro, who has survived the brutal gauntlet required to reach senior consultant or partner status (and the ripe old age of about 35), it's never about her own performance, but about the client and his needs.

Form A Personal Advisory Roundtable
Are you tired of trying to do life and work on your own? Are you looking for a way to gain a broad perspective about resolving sticky personal and business issues as well as to better capitalize on opportunities in your personal and work life? Read on and you'll gain some tips on how you can form a stellar personal advisory roundtable group that will help you avoid costly mistakes and make better decisions.

Other advisors Related Articles

Our Real Competition
Our real competition is not other financial institutions or advisors. It's something far more pernicious and harder to fight.

Building Your Credibility
Why do Life Agents and Financial Advisors frequently face rejection or objections from prospects and existing clients?

Why it pays to have a network of advisors - part 1
Why do you need advisors? If you’re an entrepreneur, it’s likely that your training is in a specific specialty area. You’re brimming with ideas and very good at what you do. Your major weaknesses are probably in sales, marketing, management, law, and accounting…in other words, those areas most critical to running a successful business. The case for advisors is quite straightforward!

Three Strategies for Coaches, Consultants, and Business Advisors to Reach Top Decision Makers
As the title suggests, this article helps business advisors reach top decision makers.
Boost Your Business -- Become An Advisor
So what is the difference between an agent and an advisor? Agents just want to list a home and hope it sells. Advisors help their clients lead the market, not follow the market. They do that by knowing their market inside and out. Advisors are inquisitive because they know they must understand where potential clients are in the process. When you understand that along with understanding their motivation, you’re on your way to being a great advisor.

Eight Great Ways to Win All the Financial Services Business You Want
Financial advisors, you know who you are and what you do. But try looking at yourself through the eyes of a potential client.

Provoking The Sale To Close
How advisors are moving away from solution-based and product-focused selling methods.

Experience and education makes an expert
There's some tax preparers and financial advisors who should be avoided. Go with the knowledgeable and experienced.
Three Stages of a Sales Agent
Sales agents and advisors have a life cycle, similar to that of the life cycle of a franchisee. There's a beginning stage, an intermediate stage, and the final result stage. Most agents and advisors behave in a similar fashion during the first two stages, but their behavior can differ dramatically in the final result stage. But I'm getting ahead of myself…
What Financial Advisors Can Learn from Eli Manning
Following a series of confidential interviews with a broad sample of advisors in the firm, it became clear to me that many suffered from anxiety, because of the harsh market conditions and because of the president’s high performance expectations, but also because they harbored their own internal insecurities. I designed a series of training programs to teach the advisors how to recognize and overcome their fears, maintain an optimistic and proactive approach with their clients, use active listening skills, overcome stress and anxiety related to their job and ultimately lead to their clients directing new referrals to them. But the most important issue I helped these advisors overcome? You guessed it: impostor fear.
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