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Newer Financial Advisors Have an Advantage

September 7, 2016 by Aireen Inocian Filed Under: Client Acquisition for Financial Advisors, Trusted Advisor Nation

Despite veteran financial advisors’ experience, many potential clients prefer newer advisors who offer more comprehensive services, highlighting a significant gap in the market that newer advisors are well-positioned to fill.

Video Transcription
potential ideal clients much prefer to
work with veteran financial advisors
with years and years of experience wrong
that is definitely not true clients are
leaving their existing financial
advisors for newer financial advisors at
record rates why because many potential
clients are frustrated especially
potential ideal clients who are seeking
a bit more comprehensive financial
services frankly many clients are
irritated that they can’t find a
financial advisor willing to do more for
them in the eyes of affluent potential
ideal clients veteran advisors are often
complacent they take clients for granted
clients complain that they feel like
small fish in a big pond or they don’t
get the attention that they did with the
when the advisor was newer and hungrier
veterans often have blind spots many
veterans fail to see that clients today
want and expect far more in the way of
service partly because automated online
money management services are getting
better and better so clients are
thinking if I’m going to pay more for a
human advisor I want to see lots of
service and veterans hate change lots of
successful veteran advisors simply think
to themselves why bother changing I’ve
done well doing things this way and I
don’t like the idea of changing and I
don’t see why I should have to my
clients seem happy and you know they
continue to think that way right up
until the day their best client fires
them so there’s a huge opportunity out
there right now for newer advisors
there’s a gigantic gap in the
marketplace that very few advisors are
making the effort to fill right now and
newer advisors are far better positioned
than veterans to take advantage of it
on Wednesday September 28 you can figure
out exactly how to fill this gap sign up
for our live training entitled the for
services affluent clients are demanding
yet can’t find anywhere in just 60
minutes you’ll discover exactly how a
newer financial advisor can take
advantage of this large gap in the
financial services industry just think
you can lap veteran advisors by creating
a far more robust set of client services
which are more appealing to today’s
potential ideal clients learn how to
provide value in such a way that when
the client of a veteran financial
advisor here’s what you do they’ll fire
their current advisor and hire you
instead space is limited to 100
attendees so register for this live
training today go to ww your financial
advisor calm and sign up for the four
services affluent clients are demanding
yet can’t find anywhere will help you
figure out how to create a financial
services monopoly in your area

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