It’s not an easy business. You need to be constantly filling the pipeline and ringing the cash register.
On the other hand, giving people peace of mind, helping make their dreams come true or plan for a secure retirement is very rewarding. You’ve made a positive difference in their lives.
(Related: 7 Ways to Stay on Your Prospect’s Radar)
Making this happen requires getting up early. It also requires a plan. Having been an advisor for 14 years (and meeting lots of other successful advisors) I’ve found six best practices worth sharing.
1. Get in early.
You determine the time that works for you. Few people are around to distract you.
You are creating extra, uninterrupted time in your business day. Your manager might see you. That never hurts.
2. Read the paper.
A San Francisco advisor would sit in the conference room and spread out the day’s WSJ or major daily paper. Read the business stories.
You are now up to date on the latest business stories.
3. Call a client.
You saw a story about a stock they own or the company where they work. Call as early as you dare. Mention the story, which you assume they’ve already seen. You wanted to be sure they knew about it.