Javelin Marketing Blog

Sales professionals perform only professional activities and no clerical or administrative activities. In the financial advising business, there are three professional activities:
a) Communicate with prospects about having them become clients;
i) You should not be doing the work of prospecting.You are to get involved with
a prospect only when a prospect has indicated interest and the financial
resources [...]

Perhaps you’ve been in the business for a few years and you’re doing okay, but you can’t seem to find that magical formula that will make you a million-dollar producer? If you only had more clients, that would do it, right? However, time is a precious commodity; there is a limit to how many clients [...]

As self-reliant Americans, it’s almost un-American to admit we do better with help from another. But we bear the dismal results of this resistance with under-performance—less income than we should have, less enjoyment from our work, less time with our families. Those that get help enjoy greater results in all areas.
Every successful financial advisor I [...]