THEY DRESS UP FOR WORK

The major reason why dressing in proper business attire is important for every business professional is because it presents a visual image and sends a message that we are serious in our work.

They are well-dressed all the time; remember there is a saying “If you dress formally; your results will also be formal; if you dress informally, so shall your results will be informal.”

They also dress up for the people they meet; it shows respect in the work they do. As a client I really enjoy seeing my financial advisers dressed properly, it gives a sense of trust working with them.

How are dressed each day; casual, formal or otherwise….Take a moment to think.

THEY HAVE PROPER PLANNER WITH THEM

They keep all their schedules recorded and well planned; their follow thru in their daily routines are remarkable. They know exactly what they need to do for a week. They never miss an appointment or give excuses. They take slice of their income and employ an administrator to assist them. Each day they make at least 25 calls and fill up their listing table. Their inventory of prospects are always full.

They keep record of their statistics:

  • Calling ratio
  • Making a deal ratio
  • Delayed deals
  • Disappointments
  • Birthdays, Anniversary, and etc
  • Christmas and other festive season greetings
  • Daily, weekly, monthly and yearly goals

At one glance of a good financial adviser is recognised by their daily administration and ritual routines they follow each day without any excuses.

KEEPING ON TIME AND THEY ARE NEVER LATE

Being on time helps you be cool, calm, and collected, and you make a great impression by showing the other person you respect their valuable time. By arriving early, you allow yourself a few extra minutes to think through your argument, and you appear more confident, poised, and in control. I hate to go for a meeting set by a financial adviser and only to see that they are late; this totally put me off.

If a financial adviser are late; it shows their lack in planning and scheduling of their daily routines; one should stay away doing business with such financial advisers. If you are a financial adviser; remember plan and organise yourself or else re-look at the way you do things each day.

THEY ARE EQUIPPED FOR THE MEETING

Sending an agenda for business meetings ahead of time is that it gives prospect/clients an opportunity to prepare for the meeting.  If prospects/clients know that important, relevant topics are going to be covered at meeting, they will be more likely to attend.

Sent a sms, email and etc in advance; so that the meeting will be structured and not wasting individual time. I hate to go for a meeting without an agenda; the meeting will keep going without any serious direction.

If there is an agenda; you be surprise how soon the meeting will end and the the decision making becomes very clear. If you have a financial adviser who sends you an agenda; work with them.

THEY ARE WELL READ – LOCALLY AND GLOBALLY

Good Financial Advisers are well read has read many books and has a lot of knowledge. a thoughtful well-read person. They are aware of taxes, economy, financial markets, investment planning and etc. They read daily news and update their clients if there are any news that clients and prospects should be aware of.

They also update the clients if there are any investment opportunities in the Financial markets. They set clients reviews quarterly, semi-annual or yearly and update them of the financial market and ensure that the program that they have recommended are all in-line with what have discussed.

IS YOUR CURRENT FINANCIAL ADVISER HAVE ALL THESES QUALITIES? If your answer is no, then is time for you to look for a good one; remember your financial goals and dreams are all in their hands as you have trusted your 20% of you hard earned income for them to take care of. Don’t take chances.

Article by: Ashok MBA – Strategic Coach & Mentor for MDRT/COT/TOT

 

 

 

50 Comments
  1. Jere 4 months ago

    Thank you for any other magnificent article.
    Where else could anybody get that type of info in such an ideal
    method of writing? I’ve a presentation subsequent week,
    and I’m on the look for such info.

  2. www.koan.at 4 months ago

    I have read so many posts concerning the blogger lovers but this article is actually a nice post, keep it up.

    Here is my web site Vigor Max Male Enhancement;
    http://www.koan.at,

  3. I have been browsing online more than 3 hours today,
    yet I never found any interesting article like yours.
    It is pretty worth enough for me. In my view, if all site owners
    and bloggers made good content as you did, the net will be a lot more useful than ever before.

  4. Eulah 4 months ago

    No matter if some one searches for his vital thing, therefore he/she desires to be available that in detail, therefore
    that thing is maintained over here.

  5. Jody 4 months ago

    With havin so much content do you ever run into any issues of plagorism or copyright infringement?
    My site has a lot of unique content I’ve either
    created myself or outsourced but it seems a lot of it is popping it up all over the web without my authorization.
    Do you know any solutions to help stop content from being ripped off?
    I’d genuinely appreciate it.

  6. https://98e.fun 4 months ago

    Aw, this was an incredibly good post. Finding the time and actual effort to
    generate a really good article? but what can I say? I procrastinate a whole lot and don’t seem to
    get anything done.

    Here is my web blog: https://98e.fun

  7. Keto Secret 4 months ago

    I am incessantly thought about this, thanks for putting up.

    Stop by my homepage: Keto Secret

  8. Wendi 4 months ago

    Hello there! I know this is kinda off topic but I was wondering which blog platform are you using for this
    website? I’m getting fed up of WordPress because I’ve had
    issues with hackers and I’m looking at alternatives for another platform.

    I would be great if you could point me in the direction of a good platform.

  9. Declan 4 months ago

    I pay a visit daily some websites and sites to read
    content, however this blog presents feature based content.

    Also visit my web-site; Arctos Portable AC (Declan)

  10. Hello, I think your blog might be having browser compatibility issues.
    When I look at your blog site in Safari, it looks fine but when opening in Internet Explorer, it has some overlapping.
    I just wanted to give you a quick heads up! Other then that,
    very good blog!

    Feel free to visit my web blog; Sparkling Pure CBD Gummies

  11. SuperCharged IQ Review 4 months ago

    Thank you for every other informative website. Where else could I get that type of
    information written in such a perfect way? I’ve a undertaking that I am
    just now running on, and I’ve been on the look out for such info.

    Here is my homepage SuperCharged IQ Review

  12. WifiLift 3 months ago

    I am extremely inspired together with your writing abilities
    as neatly as with the format on your blog. Is this a paid topic or did you modify
    it yourself? Either way stay up the nice high quality writing,
    it is uncommon to see a great weblog like this one nowadays.

    Look at my webpage WifiLift

  13. I know this if off topic but I’m looking into starting
    my own weblog and was wondering what all is needed to get set up?

    I’m assuming having a blog like yours would cost
    a pretty penny? I’m not very web smart so I’m
    not 100% positive. Any recommendations or advice would be greatly appreciated.

    Thanks

    my webpage; Health Flow Male Enhancement Pills

  14. web hosting of 3 months ago

    Great beat ! I would like to apprentice while you amend your site, how could i subscribe for a blog site?
    The account aided me a acceptable deal. I had been tiny bit acquainted of this your broadcast provided bright
    clear concept

  15. t.co 3 months ago

    I am regular visitor, how are you everybody? This piece
    of writing posted at this web page is in fact good.

  16. t.co 3 months ago

    It’s very effortless to find out any matter on web as compared to books, as I found this article at this site.

  17. the scoliosis surgery 3 months ago

    Fantastic website you have here but I was curious if you knew of any community forums that cover the same topics talked about here?
    I’d really love to be a part of community where I can get
    advice from other experienced people that share the same interest.
    If you have any recommendations, please let me know. Bless you!

  18. your asmr 3 months ago

    Good blog you have got here.. It’s difficult to find high-quality
    writing like yours these days. I seriously appreciate individuals like you!

    Take care!!

  19. Fabulous, what a blog it is! This website provides
    valuable information to us, keep it up.

  20. We’re a gaggle of volunteers and starting a new
    scheme in our community. Your site provided us with valuable information to
    work on. You’ve performed an impressive job and our whole neighborhood will be thankful to you.

    Here is my blog post The Skin Company Cream Reviews

  21. that asmr 3 months ago

    Hello There. I found your weblog the use of msn. That is a really neatly written article.
    I will be sure to bookmark it and come back to read
    extra of your useful info. Thank you for the post. I’ll definitely return.

  22. As I website possessor I think The Skin Company Skin Care Reviews content here is really superb, regards for your efforts.

  23. bitly.com 3 months ago

    Thanks for every other wonderful article. The place else may just anyone get that type
    of info in such a perfect way of writing?
    I have a presentation next week, and I’m at the look for such info.

  24. my scoliosis surgery 3 months ago

    I have been exploring for a bit for any high quality articles or blog posts in this kind of area .
    Exploring in Yahoo I eventually stumbled upon this site.
    Reading this information So i am glad to convey that I have a very just right uncanny feeling I found out exactly
    what I needed. I most definitely will make sure to do not put out of your mind this web site and give
    it a glance on a constant basis.

  25. Cogni360 Pills 3 months ago

    Very good article. I will be facing a few of
    these issues as well..

    Also visit my site Cogni360 Pills

  26. app.gumroad.com 3 months ago

    Good day! I know this is somewhat off topic but I was wondering if you knew where I could locate a captcha
    plugin for my comment form? I’m using the same
    blog platform as yours and I’m having problems finding one?
    Thanks a lot! asmr https://app.gumroad.com/asmr2021/p/best-asmr-online asmr

  27. j.mp 3 months ago

    naturally like your web-site but you need to take a look at the spelling on several of your posts.
    Several of them are rife with spelling issues and I
    in finding it very bothersome to inform the reality on the other hand I’ll surely come again again. scoliosis surgery https://0401mm.tumblr.com/ scoliosis
    surgery

  28. quest bars off 3 months ago

    Thanks for sharing your thoughts about on. Regards quest bars
    http://bitly.com/3jZgEA2 quest bars

  29. VirgoFX 3 months ago

    I conceive you have remarked some very interesting points, regards for
    the post.

    Feel free to visit my site :: VirgoFX

  30. http://coub.com/ 3 months ago

    Amazing! This blog looks exactly like my old one!

    It’s on a completely different topic but it has pretty much the same page layout and design. Excellent
    choice of colors! scoliosis surgery https://coub.com/stories/962966-scoliosis-surgery scoliosis surgery

  31. j.mp 3 months ago

    Its not my first time to visit this web page, i am browsing this website dailly and obtain nice
    information from here daily. cheap flights http://1704milesapart.tumblr.com/ cheap flights

  32. tinyurl.com 3 months ago

    Wonderful post however I was wanting to know if you
    could write a litte more on this topic? I’d be very thankful if you could
    elaborate a little bit further. Kudos! ps4 https://bitly.com/3z5HwTp ps4
    games

  33. http://www.iherb.com/ 3 months ago

    Your mode of describing all in this paragraph is in fact good, every one can without
    difficulty know it, Thanks a lot. quest bars https://www.iherb.com/search?kw=quest%20bars quest bars

  34. Someone essentially assist to make critically posts I’d
    state. That is the first time I frequented your website page and to this point?
    I amazed with the analysis you made to make this actual submit incredible.

    Magnificent job!

    Here is my web blog: Reneaux Anti Aging Serum

  35. growing cannabis 3 months ago

    I write a leave a response when I especially enjoy a article on a
    website or if I have something to add to the conversation. It’s a result of the sincerness displayed in the post I browsed.
    And on this article HOW CAN YOU SPOT A GOOD FINANCIAL ADVISER?
    | Finwaze. I was moved enough to leave a thought 🙂 I do have a couple of questions for you if you tend not to mind.

    Is it just me or does it appear like some of the responses come across as if they are left by brain dead visitors?
    😛 And, if you are posting on additional online
    social sites, I’d like to follow you. Could you make a list all of your public pages
    like your twitter feed, Facebook page or linkedin profile?

    Here is my web page: growing cannabis

  36. fasting to lose weight 3 months ago

    Some genuinely nice stuff on this website, I love it.

    Feel free to surf to my blog post: fasting to lose weight

  37. Keep this going please, great job!

    Stop by my web site: customize healthy eating

  38. cannabis seeds exist 2 months ago

    I feel that is one of the so much vital information for me.
    And i’m satisfied studying your article. But wanna remark on some basic things, The site taste is
    wonderful, the articles is in point of fact great
    : D. Just right activity, cheers

    Have a look at my website … cannabis seeds exist

  39. Everything is very open with a clear description of the issues.
    It was definitely informative. Your website is very helpful.
    Many thanks for sharing!

    Also visit my web-site: houston affordable treatment

  40. sex tips for couples 2 months ago

    Excellent items from you, man. I have keep in mind your stuff
    previous to and you are just extremely wonderful. I actually like what you’ve acquired right here, certainly like what you’re stating and the best way by which you assert it.
    You’re making it enjoyable and you continue to take care
    of to keep it wise. I cant wait to read far more from you.
    This is actually a great site.

    My web-site … sex tips for couples

  41. cleveland clinic diet 2 months ago

    What i do not understood is if truth be told how you are
    no longer really a lot more neatly-favored than you may be right now.
    You’re so intelligent. You recognize therefore considerably with regards to this subject, produced me
    individually consider it from so many various angles. Its like women and men aren’t fascinated until it is something to do with Woman gaga!
    Your personal stuffs excellent. Always take care of it up!

    my homepage: cleveland clinic diet

  42. boost male libido 2 months ago

    First-class news it is really. My friend has been searching for this info.

    Also visit my web blog: boost male libido

  43. acne skin care 2 months ago

    After I originally left a comment I appear to have clicked the -Notify
    me when new comments are added- checkbox and from now on whenever a
    comment is added I get four emails with the same comment.

    Perhaps there is an easy method you can remove me from that service?
    Cheers!

    Also visit my website … acne skin care

  44. growing weed 2 months ago

    It’s hard to find knowledgeable people about this subject, but you seem like
    you know what you’re talking about! Thanks

    Here is my web blog: growing weed

  45. proper sleep 2 months ago

    Yeah bookmaking this wasn’t a bad conclusion great post!

    Feel free to visit my web page: proper sleep

  46. www.aniene.net 2 months ago

    I have been reading out a few of your posts and i can state nice stuff.
    I will surely bookmark your site.

    My web blog; http://www.aniene.net

  47. travel sites 2 months ago

    Hello, this weekend is fastidious in support of me,
    since this point in time i am reading this fantastic educational piece of writing here at my house.

    Feel free to visit my website travel sites

  48. www.aniene.net 1 month ago

    What’s up, yeah this paragraph is truly good and
    I have learned lot of things from it concerning blogging.
    thanks.

    my web blog: http://www.aniene.net

  49. is ps4 games 1 month ago

    Wow, incredible blog format! How long have you been blogging for?
    you make running a blog look easy. The overall glance of your website is
    fantastic, as smartly as the content!

  50. ps4 games was 1 month ago

    Heya! I understand this is sort of off-topic however I had to ask.
    Does managing a well-established website such as yours take a lot
    of work? I’m completely new to running a blog but I do write in my journal on a daily basis.
    I’d like to start a blog so I can share my personal experience and thoughts online.

    Please let me know if you have any ideas or tips for new aspiring blog owners.
    Thankyou!

Leave a reply

Your email address will not be published. Required fields are marked *

*

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

FINWAZE makes no representations or warranties, express or implied, in relation to this website (www.finwaze.com) or the information and materials provided on this website. It does not also warrants that this website will be constantly available or available at all times. The information on this website is complete, true, accurate or non-misleading. Nothing on this website constitutes, or is meant to constitute, advice of any kind. FINWAZE shall not be liable for any damage or injury, whether direct or indirect, that it may cause in relation to the contents of, or use of, or otherwise in connection with this website. By using this website, you agree to the reasonableness of the limitations of liabilities herein set out and further agree to assume whatever risk, loss, damage or injury in may cause in connection to the use of this website. No claims shall be brought personally against the officers and employees of FINWAZE, in connection with the use of this website. The user of this website agree to the limitations of warranties and liabilities herein set out to protect the officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as FINWAZE. Any unenforceable provisions that may be found on this website under applicable law shall not affect the enforceability of the other provisions.

Legal Documents  |  ©2021 Finwaze Philippines

Pin It on Pinterest

Share This

Log in with your credentials

Forgot your details?