Help Wanted: Expert Financial Advisor
Published: Sun, 05/19/19
,
I'm shopping.
For the first time in my investing life, I'm shopping for a highly skilled financial advisor.
Over the last couple of weeks, my journey has taken me from the "institutional" (Schwab Private Client), to the boutique (RIAs <$1B), and all points in between.
I may have found the right match.
Here's why, and what we all can learn:
My email to inquire about the prospective firm was responded to within an hour.
In today's hyper-competitive and time-starved world, urgency gets high marks.
The firm's contact person (in this case, the CEO) decided to dial my number instead of playing email scheduling tag.
Pick up the phone because so many simply won't.
There was no waffling in his description of his firm's investment process and its principles.
Know your product...cold.
He was crystal clear on what his firm does and who they do it for.
You are not a hammer. Every prospect is not a nail.
His firm has been measurably and wildly successful, which affords him the confidence to emit an air of self assurance (not to be confused with cockiness).
There is nothing quite as reassuring as someone who is genuinely and confidently self-assured.
B2C (retail) or B2B (wholesale), some things simply separate the best from the rest.
Read: One Simple Way To Be The Most Memorable Wholesaler Or Leader
Rob
p.s. Thousand of wholesalers have viewed this page. Far fewer take action. Are you ready to discuss coaching?
For the first time in my investing life, I'm shopping for a highly skilled financial advisor.
Over the last couple of weeks, my journey has taken me from the "institutional" (Schwab Private Client), to the boutique (RIAs <$1B), and all points in between.
I may have found the right match.
Here's why, and what we all can learn:
My email to inquire about the prospective firm was responded to within an hour.
In today's hyper-competitive and time-starved world, urgency gets high marks.
The firm's contact person (in this case, the CEO) decided to dial my number instead of playing email scheduling tag.
Pick up the phone because so many simply won't.
There was no waffling in his description of his firm's investment process and its principles.
Know your product...cold.
He was crystal clear on what his firm does and who they do it for.
You are not a hammer. Every prospect is not a nail.
His firm has been measurably and wildly successful, which affords him the confidence to emit an air of self assurance (not to be confused with cockiness).
There is nothing quite as reassuring as someone who is genuinely and confidently self-assured.
B2C (retail) or B2B (wholesale), some things simply separate the best from the rest.
Read: One Simple Way To Be The Most Memorable Wholesaler Or Leader
Rob
p.s. Thousand of wholesalers have viewed this page. Far fewer take action. Are you ready to discuss coaching?