

5 Bad Habits Financial Advisors Should Break Right Away
If you’re struggling to land more clients even though you’re doing all the right things from books and training programs, you might be making a different mistake.
Because while you can learn a lot from what successful people do, you can learn much more from what they quit on. In this episode, you’ll hear about 5 habits every financial advisor needs to break before becoming successful.
Listen now if you’re ready to let go of bad habits dragging you down and get full leverage out of the productive things you do.
Show highlights include:
- How trying to get more clients can get you no clients at all and ruin your business before it really got started. (5:03)
- Why you shouldn’t always try to get new clients—according to Harvard Business Review. (8:42)
- If you react to clients instantly, you’re sacrificing your long-term success for short-term satisfaction. Here’s why. (12:04)
- How comparing yourself to others makes you less happy—and gets you worse results when you copy “successful” people. (14:32)
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html
https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html
https://www.theadvisorcoach.com/financial-advisor-sales-training.html