financial advisors

Skyrocket Your Business with a Board of Mentors

Starting out as a financial advisor promises a steep learning curve as you try to learn about how to provide valuable advice while at the same time ramping up your business with relentless prospecting. Fortunately, you don’t have to start out “cold” and you can avoid many of the mistakes of the financial advisors who have gone before you.

Storytelling- A must have tool for financial advisors, Co-written with Aaron Hoos

Our modern day methods of communication value fast, short, information-rich conversations. With the rise of social media and texting as key ways to communicate information, conversations seem to be getting faster and shorter.

But it hasn’t always been this way. For thousands of years – long before we had mobile devices or even the printed page – communicators have relied on one key tool to build rapport, communicate information, and persuade listeners.
That tool is storytelling.

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© 2009 Rosemary Smyth & Associates