How to be a Great Financial Advisor Without Working Day and Night-rev

1
How to be a Great Financial Advisor Without
Working Day and Night
2
You have worked hard at your craft and you want
to be tops on the list of the best financial
advisors in your area.
3
The problem is that your life is changing and you
need to figure out how to spend more time at home
and less time in the office or with clients.
4
Being a great financial advisor means giving your
clients the time they require to take care of
their most pressing financial needs.
5
That usually translates into working day and
night throughout the week with no real set hours.
6
When you are just starting out in your career,
the hours do not bother you because you are
establishing something special.
7
But when you get a little older and start a
family, it becomes time to find ways to still be
a great financial advisor without working day and
night.
8
Schedule Everything
9
When your time is precious, then it is important
to make the most of each minute.
10
The best way to do that is to create a schedule
that includes your personal and professional
appointments.
11
A financial advisor recruiting firm that is
looking for a great advisor is looking for one
that establishes results with professional
competence.
12
If you feel like you have to spend time in the
office just to be there, then you are not
using your time wisely.
13
Schedule all of your tasks and create a daily
schedule that allows you to establish that
professional competence and still lets you enjoy
your personal time as well.
14
Create A List Of Priorities And Stick With It
15
If your son has a baseball game on Thursday
evening and that is important to you, then do not
schedule anything else around that game.
16
You know that you can create appointments at
other times to make up for any potential revenue
that may have been lost.
17
The key is to create a list of professional and
personal priorities that you learn to manage and
use as a template for utilizing your time
properly.
18
Schedule Everything
19
One of the reasons that some customers schedule
appointments for the evening is because they do
not think that their financial advisor will meet
them on their lunch break.
20
Many customers have the time and the capability
to do lunch meetings that would significantly
reduce your need to schedule evening appointments.
21
If you have customers in managerial or executive
positions, then let them know that you are
flexible enough to come to their office for an
appointment instead of waiting for a time when
their personal schedule is open.
22
By becoming more flexible in your own work
schedule, you can make things easier on your
customers and reduce the amount of time you have
to spend working on weekends and evenings.
23
One of the misconceptions about being a great
financial advisor is that you have to give up
your personal life to succeed.
24
The truth is that you can find ways to keep your
clients happy and not have to work day and night
to sustain your career.
25
Rhino Search Group is a financial services
recruiting firm known for its valuable client
relationships with the most trusted financial
brands.
26
Contact our financial advisor recruiters if you
are looking to make a move, or buy/sell a book of
business.
27
Visit the site www.rhinosearchgroup.com
28
Rhino Search Group 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260 Phone
480-361-9490 Email pk_at_rhinosearchgroup.com