Top 10 Mistakes

Most Financial Advisor Make.

1. Lack of Structure2. Staying Comfortable3. Getting Complacent4. Failing To Market5. Leaving Money6. Obtaining Referrals7. Ask for the Sale8. Using Outdated Contracts9. Service Work10. Staying on Advances

1. Lack of Structure*What does your day look like?*What is your Marketing Plan?

*How do you follow up?

2. Staying Comfortable*Keep up with New Products

*Explore New Marketing Methods*Continually Ask for Referrals

3. Getting Complacent*Is P30k, P40K, P50K good enough?*You must strive to always improve.

*”Red Queen”

4. Failing To Market*That “No Business” feeling

*What are you doing to Market.

5. Leaving Money*Cross-selling*Up-selling.

*Bi-annual Reviews*Referrals

6. Obtaining Referrals*The Life-blood of a successful

practice.*Absolutely must ask for them.

*Find the “Golden Chain”

7. Ask for the Sale*Failing to ask for the sale is

crippling.*How do you close?

*Do you need to close?

8. Using Outdated Contracts*When did you sign your contracts?

*Have things changed?*Find your comp!

9. Service Work*Hand Delivery

*Bi-annual reviews*Referral Opportunities

10. Staying on Advances*Do you need advances?

*Chargebacks*Disruptive Marketing Plan