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The Number One Reason Why Financial Advisors Fail

Most advisors don’t fail because the competition is too great.

By
November 3, 2016

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The Number One Reason Why Financial Advisors Fail

Believe it or not, most advisors don’t fail because the competition is too great. The number one reason is because advisors are not seeing enough qualified prospects.  Prospecting begins with a firm understanding of who a qualified prospect is.

A qualified prospect must meet three criteria. The prospect must have (1) a need, (2) the resources to meet the need, and (3) enough pain to take the next step, hopefully with you!

Many advisors spend too much time with prospects who don’t meet these criteria. This simply makes for a “busy” advisor rather than a “productive” one.  By working smart, you can be more successful!

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