how to be a great financial advisor without working day and night
TRANSCRIPT
How to be a Great Financial Advisor Without Working Day and Night
You have worked hard at your craft and you want to be tops on the list of the best financial advisors in your area.
The problem is that your life is changing and you need to figure out how to spend more time at home and less time in the office or with clients.
Being a great financial advisor means giving your clients the time they require to take care of their most pressing financial needs.
That usually translates into working day and night throughout the week with no real set hours.
When you are just starting out in your career, the hours do not bother you because you are establishing something special.
But when you get a little older and start a family, it becomes time to find ways to still be a great financial advisor without working day and night.
Schedule Everything
When your time is precious, then it is important to make the most of each minute.
The best way to do that is to create a schedule that includes your personal and professional appointments.
A financial advisor recruiting firm that is looking for a great advisor is looking for one that establishes results with professional competence.
If you feel like you have to spend time in the office just to be there, then you are not using your time wisely.
Schedule all of your tasks and create a daily schedule that allows you to establish that professional competence and still lets you enjoy your personal time as well.
Create A List Of Priorities And Stick With It
If your son has a baseball game on Thursday evening and that is important to you, then do not schedule anything else around that game.
You know that you can create appointments at other times to make up for any potential revenue that may have been lost.
The key is to create a list of professional and personal priorities that you learn to manage and use as a template for utilizing your time properly.
Schedule Everything
One of the reasons that some customers schedule appointments for the evening is because they do not think that their financial advisor will meet them on their lunch break.
Many customers have the time and the capability to do lunch meetings that would significantly reduce your need to schedule evening appointments.
If you have customers in managerial or executive positions, then let them know that you are flexible enough to come to their office for an appointment instead of waiting for a time when their personal schedule is open.
By becoming more flexible in your own work schedule, you can make things easier on your customers and reduce the amount of time you have to spend working on weekends and evenings.
One of the misconceptions about being a great financial advisor is that you have to give up your personal life to succeed.
The truth is that you can find ways to keep your clients happy and not have to work day and night to sustain your career.
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands.
Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business.
Rhino Search Group 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 Phone: 480-361-9490 Email: [email protected]