Financial Advisors Should Embrace Optimism

About 9 out of 10 advisors say they are growth challenged. Like most businesses that focus on sales, Financial Advisors require a robust sales pipeline in order to grow. But, if you look around, the numbers show very few Advisors have this pipeline in place. This is because for years the traditional industry wide sales model, which has been practiced by a great majority of Advisors, produces mostly sluggish growth and ultimately a small number of new qualified clients. In addition, Advisors have been burned by expensive “sales guru” programs and sales oriented marketing programs. Advisors have become skeptical.

we cannot solve our problems with the same thinking that created them

Skepticism about anything new or different limits the opportunity for success.  It gets in the way.  So, many Advisors remain on the same sales treadmill, at the mercy of the markets and left with a small number of referrals for growth. The business controls them rather than the Advisor controlling their business.

However, there is good news. Many Advisors are looking for more productive ways to do business.  They have traded their skepticism and frustration for optimism and opened their minds to new possibilities for success. They’ve discovered a new marketing model that is not about sales. And their business is growing.

 "The Bellis Method– Simple And Effective Marketing For Financial Advisors"