Success Strategies for Financial Advisors

I enjoyed 23 years in the greatest business in the world, a financial advisor. I managed to qualify many times at Million Dollar Round Table ‘Top of the Table’ level and right now is a full time motivational speaker sharing ideas and strategies in 48 countries. In this article are some of the basic strategies I used over the many years to achieve the highest levels in financial services. One of the most important things that I learned early on was to remember people’s names. This was brought home to me in a disastrous interview early in my career. I was going to see a top executive at IBM and he’s name was Eustace Harris. Well I remember sitting in the waiting room saying to myself, ‘don’t call him Useless’ (instead of Eustace). As you can imagine, I ha View the rest of this article