What does it take to become a successful financial advisor? What are some good first year financial advisor goals? What are the characteristics of a good financial advisor? These are questions I’m sure that have bounced around in every financial advisor’s mind when they were first starting out.
I took the time to ask some industry experts the following question:
“What’s the best sales/marketing advice you would give someone in their first year in financial services?”
Here’s what they told me…