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The Essential Skill of Modern-Day Financial and Investment Advisors
It's Not What You Think, and It’s Always Been This Way
Once upon a time, I was a depressed sales and marketing executive. Even though I didn't work in a cubicle, sitting in my windowless office felt like being in jail most days.
Because of the massive suck factor of hating my day job, I vowed to start a business using the most critical career and life skill I could possess: sales. Selling is the essential skill of a modern-day financial and investment advisor. That's because success as a financial advisor has little to do with how many degrees you have, whether you're good at math or picking winning stocks.
As you’re about to learn, selling is an essential skill for all of us.
Finding Clients and Cash Flow
Success as a financial advisor is mostly about finding and keeping clients. You'll have no cash flow if you can’t or won’t find clients.
I've seen some of the most brilliant guys fail around me simply because they couldn’t or wouldn’t do the grunt sales, networking, and organic marketing required to find paying clients. They starved to death and left the industry in great numbers. I was blessed to be a top performer from a young age because I knew…
