A financial advisor’s job is no easy task; the success rate in the industry is only about 12%. As such, in order to achieve success and be part of the winners’ circle, one needs to be ready to devise and adopt methods that have been proven effective and which will propel to the top of your game. What are some of the tried and tested selling techniques that a financial advisor can impl...

Financial advisors proffer solutions to a range of financial issues, a job that most people lack the expertise to perform. They are tasked with diverse roles and many play the roles of assets managers, planners, and marketers if and when required. Financial advisors need to master the ability to be versatile and analytical. While majority of advisors have mastered this process, many s...

Customers who turn to financial advisors entrust them with the extremely important matter of maintaining the security of their finances. Being able to meet current clients’ expectations, uphold trust and still keep new businesses rolling in is vital if one wants to become a successful financial advisor. Here are 7 toxic habits that financial advisors avoid at all cost in order to attain ...

Financial advisors generally work for banks, insurance companies and mutual fund companies, offering a range of services to their clients including making thorough assessments of their income and expenses, tax status and financial projections; assisting them in choosing the right type of bank loans that will match their requirements; and dishing out sound financial advice that will benef...