At age 27, Samuel Waxman is building a successful business by focusing on clients within his age group
Getting started as an insurance advisor can be challenging because you are asking your clients to consider their mortality. However, an overwhelming majority of insurance advisors find their careers satisfying
Technical knowledge of the financial advisory industry is not enough to build a thriving practice. You also need to develop interpersonal skills, such as listening and empathy, that will be essential to your practice over the long term
Meet frequently and make use of resources
How to instill trust despite a lack of experience
There is no magic bullet, but be prepared to “bloody your nose”
Focus on revenue and profitability — as well as service
Richard Heft and Jillian Bannister, co-founders of Ext. Marketing Inc. explain how rookie advisors can develop affordable (even free) marketing strategies. They spoke with Tessie Sanci, reporter, with Investment Executive.
Tell your story and define your value proposition to promote yourself early in your career
Defining your ideal client up front can help you determine where to focus your prospecting efforts