14 Steps for Financial Advisors to Move to a Higher Level


Why accept where you are now? Why not rise?

If you’re a financial advisor sensing a plateau in your journey, this is your call to transcend.

Regardless of whether you’re embarking on this adventure or are a seasoned veteran yearning for more, embrace the transformative power of commitment.

Success is not a distant dream. It’s an intentional choice.

Here are 14 ways to go higher.

1. Craft compelling narratives.

Narrate tales of your journey, family, and early financial experiences.

Share victories and challenges of those you’ve assisted or couldn’t assist.

Paint vivid portraits of those reluctant or eager to embrace your guidance.

2. Discover the concerns of your niche.

Identify a niche with pressing concerns.

Propose tailored solutions to resonate with their specific needs.

Showcase success stories within that niche to build trust.

3. Service over sales.

Shift focus from pushing products to sincerely serving clients.

Abandon the art of closing; embrace the science of asking insightful questions.

Extend genuine invitations, allowing clients to willingly say “yes.”

4. Forge alliances with peers.

Collaborate with fellow financial advisors, unity breeds success.

Recognize the power in supporting and learning from one another.

5. Invest in your growth.

Secure a mentor to guide your journey.

Employ a coach to ignite your passion.

Immerse yourself in podcasts and continuous education.

6. Cultivate a morning ritual.

Engage in meditation, journaling, and exercise.

Strategically plan your day the night before.

Uphold positive affirmations and regularly review monumental goals.

7. Embrace technological advancements.

Evolve with technology; stagnation leads to obsolescence.

8. Build genuine connections.

Network with professionals, fostering reciprocal learning.

Be a bridge. Cnnect individuals with shared goals and aspirations.

Engage in regular coffee meetings. Building relationships authentically.

9. Commit to social impact.

Volunteering with non-profit organizations aligned with your values.

Consistent dedication transforms you into a beacon, attracting opportunities.

10. Champion networking initiatives.

Join or establish professional networking groups.

Inquire about proven strategies to foster authentic connections.

Revolutionize cold calling.

11. Transition from selling products to initiating meaningful conversations.

Perfect the art of conversation and genuine connection.

12. Leverage LinkedIn effectively.

Dedicate daily time to engage genuinely on LinkedIn.

Avoid pitching; instead, foster meaningful interactions.

Exhibit consistency, authenticity and a genuine interest in others.

13. Define your “why.”

Clearly articulate your purpose and passion.

Communicate the essence of your work, your motivations and your clientele.

14. Embody virtues.

Radiate kindness, compassion, dedication, intentionality and unwavering commitment.

Now, go forth with intentionality, and let your commitment be the catalyst for a transformative journey in the realm of financial advising.

Your success story begins with a resounding commitment to excellence.

Lloyd Lofton is the founder of Power Behind the Sales and the author of The Saleshero’s Guide To Handling Objections.




Credit: Olly/Fotolia


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