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
5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform
Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk
Why You Should Never Apologize for Raising Your Fees
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform
Still Holding Out on Surge™? 2023 Could Be Your Year
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how
What You Should
READ NEXT
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.
How To Tell When You’re Ready To Start Delegating
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
7 Unexpected Time-sucks (and How To Break The Cycle)
Micah Shilanski, CPF®, shares how to tell when you’re stuck playing office and ways you break out and reframe your mindset to get back to the deep work that drives revenue.
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.