“If You Are A Financial Advisor & Wealth Manager Looking To Become Top Producer In Your Firm …This Will Be The Most Important Article You Will Ever Read”

Before we discuss what the Top Financial Advisor do differently from the so-called Average Financial Advisor, let's define the two groups of Advisors based on their income as stated reported by PayScale and U.S Bureau of Labor Statistics.

1. Average Advisors: Making Less than $100,000 in total income per year

2.Top Advisors: Making high 6 figures ($250,000+) and 7 figures (over $1 Million) in total income per year

Most Financial Advisor wants to get to multiple 6 figures in their career but unfortunately…

So that shows that just being in the Wealth Managment space does NOT guarantee Personal Wealth Accumulation…

Statistics show that most Financial Advisors struggle while the Top Advisors absolutely crush it…

So you must be wondering…

Well in general Top Advisor take control of their own destiny and do NOT rely on their firms…no matter how big or small the firm is…

Financial Services Industry is a “People Business,” and your ability to find and deal with clients is the name of the game…

Most amateur Advisor thinks…the “Technical” Qualification and knowledge of the Market is the MOST critical skills…

WRONG…!!

Here are the 3 things all Top Advisors Do..

They know that “if their business is not growing, then it's dying.” 

“If you are not moving forward, then you are moving backward.”

NO is staying in the same place in life and business.

There are many reasons to keep prospecting daily, given the churn on clients that impacts your AUM and business but also…

There are a growing market and demand for Financial Services…The HNW (High Net Worth) individuals grew by almost 10% between 2016 and 2017 (as per worldwealthreport.com), that is a lot of growth, 1.8 Million individuals to be precise…

These people require Financial Advise and there are many more Millions with a lesser asset that needs Financial Advising…

So prospering is the name of the GAME…

But most average Advisor thinks Prospecting can only be done manually….

Not really…

All Top Advisor understands that they are in the business to get free and they MUST build a business that works for them and not the other way around…

The only way to have Business work for you and not another way around is by building “systems.”

The Top Advisors uses Technology and Automation to do everything from Prospecting to Client Relationship Management…

Sure they do spend time meeting their High-value clients…

But Prospecting is best done via Systems that filters automatically only qualified and serious prospects that the Top Advisors then speaks with to convert them to paying clients…

And then there is one other masterful thing some of the Top Advisors do that absolutely crushes it…

Yes, they become an expert to a group of people…

They do not sell anything to anyone…this is the sure pathway to go hungry and poor…

The best way to compete is to compete with a smaller group of people…

Just by focusing on a Niche…you are a SPECIALIST and gain more respect from your Niche clients…

Here’s what one of the Top 7-Figure Financial Advisor firms says on their site…

What a masterful strategies, to focus just on Dentist and Doctors…

Now there are many other ways to find a Niche…In fact, Niche marketing has gained a lot of momentum with access to the internet and the change in consumer behavior and access to big data..

You can virtually target any kind of person …

And the significant benefit of this Niche strategy

Imagine, now you only have to target a small group of people, and you can quickly get to multiple 7 figures by doing this as there are a lot of people in each Niche…

So if you are looking to become Top Producer in your firms, then consider the above strategies…

The first (and primary) reason was to help you learn about the Top Advisors traits and provide some insights…

If you follow these strategies, you can instantly identify some opportunities so you can grow your practice.

The second purpose of the article was to get you to say, “Cool! This makes sense! I can see how this would work. Tell me more!”

And if that sounds like you,

I have put together a FREE Case study for Financial Advisors and Wealth Managers 

“How To Generate 5,10, Even 20 New "High-Value" Prospect or Booked Meetings Every Single Month On Demand And With Predictability”

Free Case Study reveals…

• The 3 Mistakes Financial Advisors make that limits them to 5 and low 6 figures of personal Income
• The 2 Secret of all Top Producers (high-6 to 7 Figure earners) and How They Get High Net Worth Clients consistently every single day
• The simple 2-Step system, to get HNW clients in your practice, starting TODAY

You can watch it here…

The case study video is 28 minutes long and will be a game changer for your Financial practice

First, go here and request it.

Just enter your email address where to send everything and it’s yours.

Like, I said, there’s no cost.

So if you’d like to generate HNW client leads and book appointment every month with predictability down to dollar and day, get this free case study here…

Sincerely,

Deepak Patel

PS: In case you’re one of the people (like me) who skim to the P.S. before your read the page, here’s what this is about:

1. The 2 types of Advisors and the income they make
2. The 3 traits of Top Advisors: Prospecting, Systems and Niche
3. A short free case study training on “How To Generate 5,10, Even 20 New High Value Prospect or Booked Meetings Every Single Month On Demand and with Predictability” here

Deepak Patel

I help Financial Advisors, Planners, RIA and Wealth Managers Get Clients With My Advisor Algorithm Program

If you need help then get my FREE case study video here and let's talk.