What You'll Learn In Today's Episode:

• Preparation for meetings is crucial for maximizing time.
• Intentionality in daily tasks can lead to significant changes.
• Sales is a fundamental aspect of every advisor’s role.
• Authenticity in communication fosters better client relationships.

In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effective communication strategies. Monday’s episode featured Matt Delzingaro, host of Coffee with Delzi and a wholesaler with Brighthouse Financial, who shed light on common mistakes advisors make in their practices. Delzingaro emphasized the importance of leveraging wholesaler relationships, proper meeting preparation, and implementing intentional daily routines. 

Thursday’s episode took a deep dive into the world of sales with Jamie, who challenged listeners to recognize that everyone in the financial industry is essentially in sales. She stressed the critical importance of maintaining integrity in every interaction and focusing on the human aspect of each account. The episode highlighted the significance of building genuine connections with clients and the impact of these skills on closing prospects and retaining clients.

Resources In Today's Episode: