4min chapter

The Perfect RIA cover image

No One Wants To Talk To You

The Perfect RIA

CHAPTER

How to Be a Better Financial Advisor

Financial advisors have made up a dozen different designations that mean very little to the public they still don't understand what we do now. I'm all about going and getting your designations if that gives you some sort of superior level of education and confidence and getting those acronyms in fact it's one of the things that I told my son right out of the gate he graduated with his bachelor's degree at the age of 21. The alphabet soup isn't going to make you more successful but understanding your target audience and knowing how you can solve their problems is what drives prospects and referrals towards your business.

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