It’s Reflection Tuesday- 7 Important Questions for all Financial Advisors

Financial Advisors, ask yourself these questions.

Would you like to help more people?

Would you like to speak with prospects, qualified prospects or warm qualified prospects?

Is your business plan based on increasing revenue or AUM? Or is it based on helping more people? Or is it based on helping more qualified people?Or is it based on helping more warm qualified people?

Do you want your best clients think of you as a Financial Advisor or a Financial Educator and Financial Advocate?

How many brand-new first appointments with qualified friends of your best clients have you completed in the last two years?

Would your business be more productive if your best clients warmly introduced you to their qualified best friends?

Would you enjoy your business more if your best clients warmly introduced you to their qualified best friends?

The Bellis Methodâ„¢
The 60 day plan to consistent, client based, warm qualified activity