New Financial Advisor Success – Time Orientation

New Financial Advisor Success Tactics Time Orientation This is NOT another article on time management.  Far from it.  Instead, this is an article on preventing stress in your new job. New Financial Advisors have enough to tend with during their first few months — licensing, class room training, computer-based training, filling the calendar with initial […]

New Financial Advisors – Fail, Observe, Recover

How New Financial Advisors Can Recover from Failure In my previous post on What to do with Failure?, I mentioned that new financial advisors tend either to internalize their failures (it is always my fault) or to externalize their failures (it is always the prospect’s fault).  We move toward one of these two extremes naturally; however, […]

New Financial Advisors – The Pros and Cons of Working Solo

For Some New Financial Advisors, Solo is the Way to Go New financial advisors face enough hurdles in their first 24 months — licensing requirements, developing new skills, information overload. It can be a lot to absorb. The last thing you want to do is complicate things by trying to take on too much, especially […]

New Financial Advisor – Articles on Failure

Is New Financial Advisor Failure Preventable? Perhaps if we study why a new financial advisor tends to fail at such an alarming rate we’ll be able to find ways to prevent it.  In this blog post I have captured a few articles that grabbed my attention lately.  You should find a broad scope of articles […]

New Financial Advisors – What to do with Failure? (part 2)

Two Ways New Financial Advisors Can Cope with Failure (second in a 2 part series) In my previous post on What to do with Failure?, I mentioned that new financial advisors tend either to internalize their failures (it is always my fault) or to externalize their failures (it is always the prospect’s fault).  How do […]

New Financial Advisors – Numbers Game or Emotional Game?

Are New Financial Advisors Led Astray by the “Numbers Game” hype? By this point in your career you’ve heard it a million times – this job is a numbers game. As a new financial advisor all you need to do is see enough people and everything will work out, right?  I disagree.  This is a […]

New Financial Advisors – It’s Not Your Fault

As a new financial advisor (new FA) sometimes you just find yourself in a bad situation. After weeks and weeks of licensing efforts maybe you are behind in production, or perhaps the portion of your income that is steady is about to run out. You might be frustrated and wondering how you worked yourself into […]