FAN articles For COVID-19 Perspective

Crisis Lessons from "Billions"

Crisis Lessons from "Billions"

Crisis Lessons from "Billions"

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 Showtime's 'Billions' is  a lesson in how taking into account human emotions is the difference  between great & average results.  This "behavioral (Posting)

Why Advisors Join FAN

Crisis Lessons from "Billions"

Crisis Lessons from "Billions"

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 Our FAN group surveyed over 600 members about  why they joined.  The top three reasons were to: 1. obtain sales ideas  that are working for your (Posting)

COVID-19 Advisor Sales Guide

Crisis Lessons from "Billions"

Are You That Secure?! Danger of Only Work Contact Details

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 FAN has pulled together a review of the sales &  service techniques that are helping advisors come out of ahead at the  other end of this crisis (Posting)

Are You That Secure?! Danger of Only Work Contact Details

Are You That Secure?! Danger of Only Work Contact Details

Are You That Secure?! Danger of Only Work Contact Details

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 Many employee/BD arrangements prevent employees from  contacting clients once they pushed out, or at least prevent the fired  advisor to use (Posting) 

The Article I Couldn't Get Published by the Advisor Press

Are You That Secure?! Danger of Only Work Contact Details

The Article I Couldn't Get Published by the Advisor Press

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 Perhaps it was "too mercenary" or poorly presented, but my article idea  was turned down by a couple of financial advisor publications.  This  (Posting)

A Letter to my 18-Year-old Self about Being an Advisor

Are You That Secure?! Danger of Only Work Contact Details

The Article I Couldn't Get Published by the Advisor Press

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 No, this isn't a picture of me as a teenager. But this is the  response I gave an 18-year-old who asked me what I would tell an  18-year-old me (Article)

Leading Clients by Example With Action Over Words

Avoid Falling for COVID-19 "Behavioral Sales" Trap

Leading Clients by Example With Action Over Words

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 Advisors can avoid the same mistake that many investment firms are  making right now, by leading their clients by example.  Investment  firms  (Posting)

One-Picture COVID-19 Rorschach Test for Advisors

Avoid Falling for COVID-19 "Behavioral Sales" Trap

Leading Clients by Example With Action Over Words

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 How does this picture make you feel about selling your services to new and past prospects right now.  No wrong answers (except if it runs...  (Posting)  

Avoid Falling for COVID-19 "Behavioral Sales" Trap

Avoid Falling for COVID-19 "Behavioral Sales" Trap

Avoid Falling for COVID-19 "Behavioral Sales" Trap

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 There are many firms who have overcome the "behavioral sales" traps that have sprung because of COVID-19, hurting their competition.  (Article)

Is There A Tale of Two Advisor Cities Right Now?

Avoid Typo's When Giving COVID-19 Updates to Clients

Avoid Falling for COVID-19 "Behavioral Sales" Trap

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 My recent COVID-19 talks with advisors made me think that right now "it is the best of times" and "it is the worst of times" for advisor sales.    (Posting)

Avoid Typo's When Giving COVID-19 Updates to Clients

Avoid Typo's When Giving COVID-19 Updates to Clients

Avoid Typo's When Giving COVID-19 Updates to Clients

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 This crisis is requiring us to turn out more written content.  But errors can cause our clients and prospects to miss the intent of  our message.  (Posting)

Advisors Helping Unemployed Clients During COVID-19

Avoid Typo's When Giving COVID-19 Updates to Clients

Avoid Typo's When Giving COVID-19 Updates to Clients

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Many financial advisors have successful clients with short-term COVID-19 job losses, and they have employed clients looking for short-term help. (Article)

71% of Advisors Adding Clients During this Pandemic Crisis

71% of Advisors Adding Clients During this Pandemic Crisis

71% of Advisors Adding Clients During this Pandemic Crisis

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 Advisor  survey responses continue to come in, with my Financial Advisor  Network's (FAN's) study on advisor sentiment with, and changes (Posting)

Now is Our Time to Shine or Fail With Our Clients

71% of Advisors Adding Clients During this Pandemic Crisis

71% of Advisors Adding Clients During this Pandemic Crisis

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  What  I've been hearing from managers and  clients about the revenge they  will take over their employee's, BD's, or  vendor's help during this   (Article)  

COVID-19 Advisor & Home Office Recruitment Update

71% of Advisors Adding Clients During this Pandemic Crisis

COVID-19 Advisor & Home Office Recruitment Update

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 Recruitment  has continued unabated for a substantial majority of the BD's that were  aggressively adding advisors before COVID-19 - the same with  (Article) 

Does Anyone Remember Laughter? - Happiness Focus

Many Panicked Advisors, Afraid of Long Term Market Collapse

COVID-19 Advisor & Home Office Recruitment Update

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     TIMELY  FOCUS ON HAPPINESS - "STAIRWAY TO HEAVEN & THE COVID-19 BEAR MARKET  Yesterday someone asked to see the first part of   (Article) 

Many Panicked Advisors, Afraid of Long Term Market Collapse

Many Panicked Advisors, Afraid of Long Term Market Collapse

Many Panicked Advisors, Afraid of Long Term Market Collapse

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 Many  Advisors are Panicking Over a Long Term  Economic Collapse.  This fear  and gloom is understandable with: politics as usual with   (Article) 

COVID-19's Bear Market - Doing Well While Doing Good

Many Panicked Advisors, Afraid of Long Term Market Collapse

Many Panicked Advisors, Afraid of Long Term Market Collapse

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 It  isn't unseemly for financial advisors to obtain new business because   of the COVID-19 pandemic and resultant bear market.  Not when you're  (Article) 

Reducing Client Fear Like Extinguishing a Campfire

BD's Still Looking for Advisors Who Want to "Be Like Tom"

Reducing Client Fear Like Extinguishing a Campfire

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 We  all know that when putting out a campfire that we don't just dump water  on it and say, "no more flames, we're done here".  The fire can  reignite as  (Article) 

This is Your Brain on Fear, Versus Being Concerned

BD's Still Looking for Advisors Who Want to "Be Like Tom"

Reducing Client Fear Like Extinguishing a Campfire

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 A  lot of panicky fear right now from, even from some financial advisors  and firms. The DALBAR study show what all these people REALLY should be   (Article) 

BD's Still Looking for Advisors Who Want to "Be Like Tom"

BD's Still Looking for Advisors Who Want to "Be Like Tom"

BD's Still Looking for Advisors Who Want to "Be Like Tom"

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  Like  with the NFL, recruitment of financial advisors continues unabated  during COVID-19.  Tom Brady's move to Tampa Bay shows that even elite (Article) 

Our New Routines, Our Clients' New Routines

Perfect Time to Invest in Yourself for Future Success

BD's Still Looking for Advisors Who Want to "Be Like Tom"

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  Many  of us or our staff are working remotely during the pandemic,  as are  many of our clients.   We've passed the "snow day" feeling/approach.  (Article) 

Perfect Time to Invest in Yourself for Future Success

Perfect Time to Invest in Yourself for Future Success

Perfect Time to Invest in Yourself for Future Success

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 Right  now many of us are finding ourselves with an unusual amount of free  time - no: commutes; sporting events; and nightlife.   Here are ways we  (Article) 

Advisor Tip #4 - Adapt (For COVID-19 & Beyond)

Perfect Time to Invest in Yourself for Future Success

Perfect Time to Invest in Yourself for Future Success

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 We  all know we need to adapt - easier with emergencies vs ongoing - but  often it can be hard to know when to do it. This article is for adapting  to (Article) 

Video

 

Watch video   Mike Sakraida represented the Financial Advisor Network (FAN) members  in this short documentary on responsible investing (also known as  socially responsible, green, sustainable, and impact investing).  Watch video