15 Tips To Becoming A Trusted Advisor.

 There are certain skills and qualities you need to be a successful trusted financial advisor. They range from people skills, technical skills, sales skills, and everything in between. Below are the important skills and qualities of a successful trusted financial advisor to… help clients!

What Makes A Successful Trusted Financial Advisor?

 People Skills are the number one characteristic of a successful trusted financial advisor. They must be able to communicate with others easily without using technical terms or insurance jargon that could mislead clients. Successful trusted financial advisors have the ability to listen and empathize to help clients. So they understand what they need and want. On top of all these skills, successful trusted financial advisors put the needs of the client first. Doing so will allow the agent to put together a successful insurance program to help clients. An advisor who only wants to earn a commission without considering helping clients to meet their exact needs and wants… will not last long in the financial industry.

 Sales Skills- Successful trusted financial advisors are salespeople by nature. They have strong people skills, with strong sales skills to acquire, nurture and maintain their clients. They don’t tell clients how the product works. Instead, they explain how clients are using it and their results. Successful trusted financial advisors learn to help clients by attending a variety of seminars and participating in professional training programs.

 Customer Service Skills are essential for a trusted financial advisor to be successful. They provide timely responses to inquiries, emails, and phone calls. They help clients to resolve issues quickly and easily. Having a strong work ethic works hand-in-hand with having good client service skills. Being proactive both when developing new client relationships and maintaining current client relationships is key to a successful career as a trusted financial advisor. There is no power in telling clients how great your service is! The proof is in delivering great service and helping your clients. And there is HUGE power in having your clients talk about it, and brag about it!

 A Positive Mental Attitude is essential to be a successful trusted financial advisor. It is important to be motivated, excited, upbeat, and engaging with your client. Showing a passion for what you do to help clients will reflect in your relationships with your clients.

 Honesty and Integrity – As the adage goes, “Honesty is the best policy”! This has never been more true than for financial advisors. A successful trusted financial advisor wins more respect and gains more trust from their clients by telling the truth up front. Deceptive advisors do not stay in the financial industry very long.

 Knowledge of a Variety of Products! Successful trusted financial advisors are able to offer a tailored solution that can help clients meet their exact needs. They understand the products and services they are selling and can present them in an easily understandable manner.

 Technical Knowledge! Successful trusted financial advisors know more than just how to sell an insurance policy or investments. They know they must first understand their client’s financial situations. And then be aware of tax and other legal aspects that would apply to the products they are selling and how that can help their client’s finances.

 Persistence! – No one likes rejection. But how well you handle it will help you become a successful trusted financial advisor. Persistence is vital to building a strong book of business. Successful trusted financial advisors understand that someone saying “no” could lead them closer to another person who will say “yes.”

 Love of Learning! – Successful trusted financial advisors are always learning. They are eager to learn new products, understand more about their industry, and improve their skills in helping clients. Building connections with other advisors or leaders in the field can improve your knowledge, and provide helpful ideas, and opportunities to learn valuable lessons about our industry and how to help their clients.

 More Of What Makes A Successful Trusted Financial Advisor?

 Build Client Relationships! Real client relationships mean there is no bidding and no proposals involved in earning a sale. Relationships are based on mutual loyalty, truth, and trust. The more you help clients the stronger the relationship.

Build Client Loyalty! Loyal clients can be defined in two ways: will a client do more business with me and will they refer people to me? Some clients may never be satisfied, but they will continue to do business with you because you helped them. Repeat sales and unsolicited referrals are the report card that everything else in the relationship is excellent. Keep in mind that loyal clients are also your most profitable clients long-term.

 Build A Reputation And Brand! Presence on the internet is no longer an option. And the most powerful part of it is the fact that your client can interact with you one-on-one. They have access to your Facebook page and web page. They can tweet about you with a hashtag. And they can also post a video about how great you are on YouTube. The internet can make you a fortune or cost you a fortune if you don’t use it the right way. It all depends on your message about how you help clients, the way you respond, and the speed of your response.

 Provide Proof! When you make statements or claims about yourself, it’s bragging. When your clients say the SAME THING about you, it’s proof. Your proof is a reputation builder and a sales tool. Proof reinforces the belief that you are who you say you are. And you will do what you say you will do to help your clients.

 Celebrate Your Success. When you are in sales, nothing feels better than helping clients and closing a sale. And that is when you start setting up for your next sales. Most advisors stop after one sale. Big mistake. Once you learn that the easiest sale is to your current clients… Then you are on the path to doubling your sales.

 Realize Your Opportunity! The most important realization in sales is you do not have a job. You have an opportunity. An opportunity to earn while you’re learning. An opportunity to earn based on your results. And an opportunity to grow without limits. If you look at your sales career as an opportunity, then all barriers and negatives will fall by the wayside. Challenge yourself to be your best regardless of your circumstance, your boss, the marketplace, and regardless of any obstacle that is in your way. I challenge you to take full advantage of your opportunity to be a successful trusted financial advisor… helping your clients.

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Jeremy B. Nason, RFC® is the co-founder of the Insurance Pro Shop™ - Helping Average Agents Become Elite Advisors.

Since 1999, Jeremy and his Team have helped 1000's of financial professionals to increase their incomes exponentially, while helping them consistently qualify for Million Dollar Round Table, Court, and Top of the Table.

Contact: (877) 297-4608 / Outside USA +1-770-443-2852

jeremy@insuranceproshop.com

www.insuranceproshop.com