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
Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in
Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out
3 Tips For Your Next Surge
Some advisors can deliver 4x more value in a single day than others deliver in a week. Here are
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
What You Should
READ NEXT
Value Adds from Tax Returns
Discover the most impactful documents you can request from clients, including tax returns and investment statements, to unlock comprehensive financial insights and elevate your advisory
Prospecting Got You Down? Here’s How To Turn It Around
Rejection hurts, which is why so many advisors hide from prospecting by playing office. Micah Shilanski, CFP®, shares ways to adjust your mindset around
Don’t Be Fooled By The Illusion of Zero Effort
Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
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.