Practice Makes Perfect. No, Perfect Practice Makes Perfect
It is the execution of the littlest details that will make having the home-court advantage actually mean something.
5 min read
Financial Planner, CFP®
Have you ever been on the phone with a wholesaler or vendor and they’ve said more than one time, “Sorry, I wasn’t prepared … I am not in front of my computer right now…” Then they spend the rest of your time filling the silence, unable to answer your questions and asking you to tell them information that they could have Googled had they put an ounce of energy into preparing for the meeting?
It’s sloppy. Here is the question you have to ask yourself, “Are you sloppy with your client meetings?”
When was the last time that you practiced a client meeting? Full-blown dress rehearsal: You’re in a suit, sitting down in your conference room, going through the handouts, anticipating the questions, knowing how you are going to respond.
Financial advisors are bringing in millions of dollars of revenue to go through this exercise every single time they surge™. Every. Single. Surge™ .
Practice does not make perfect. Perfect practice makes perfect.
“Again,” I can still hear my father’s voice telling me to practice over and over. On the ice, on the court, in front of an audience, and especially when I joined our advisory firm. Continue reading…
Popular Topics
Still Holding Out on Surge™? 2023 Could Be Your Year
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how
Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Is That OK With You?
One of the most significant differences between ‘good’ advisors and rock-star level advisors is
Like Coke from a Coffee Mug: Run Your Best Client Meeting
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your
5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform
What You Should
READ NEXT
7 Surprisingly Simple Ways To Double Your Productivity This Week
What changes would you make if you had to double your productivity today? Matthew Jarvis, CFP®, shares seven surprisingly simple ways you could do just that.
5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients' true priorities and
Those Little Lies We Tell Ourselves Add Up
Micah Shilanski, CFPⓇ, shares the impact too much bravado can have on your practice and how those little lies we tell ourselves keep us from reaching our goals.
Start the change today!
Get our 3 most popular power sessions FREE. You and your team will learn about: Time Blocking, the One Page Financial Plan, and the “Buckets of Money” approach.