Seven Reasons You'll Fail as a Financial Advisor

By James Pollard via

If you’re a financial advisor, make sure you get The Ultimate Financial Advisor’s Guide to Getting More Clients. It comes with a money-back guarantee, because if you can’t get more clients with the information, I don’t deserve to keep your money.

Is being a financial advisor worth it? 

I am an optimistic person and I encourage other people to keep a positive mental attitude (shout-out to Napoleon Hill and W. Clement Stone). However, by taking a good, hard look at the negatives in life, we can successfully pivot towards the positive aspects that will help us achieve our goals.

Here are the seven reasons that explain the low financial advisor success rate.

1. You won’t prospect.

You won’t make it in business if you don’t get clients. You won’t get clients if you don’t get prospects. Shocker! Luckily, my Ultimate Financial Advisor’s Guide to Getting More Clients goes into detail oncold calling, social media, referrals, direct mail, etc.

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