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James Pollard | 4 Things Schools Failed to Teach Financial Advisors



James Pollard | 4 Things Schools Failed to Teach Financial Advisors

There’s nothing more important for entrepreneurs of any kind than lifelong learning.

But sometimes, what feels like learning actually harms you.

That’s the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor.

In this episode, you’ll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you.

Show highlights include:
– What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50)
– The simplest way to get more appointments. (10:28)
– The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00)
– 4 things that can automatically generate appointments for you. (19:50)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Get more James Pollard at https://thepodcastfactory.com/james-pollard-financial-advisor-marketing/

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