Being A True Consultant What to expect in the podcast: Ways to improve yourself. When is the right time to call clients/prospects. Handling fickle-minded clients. Looking at the big picture … Continue reading Being A True Consultant

Using Your Goal as Your Compass What to expect in the podcast: Understanding the reasons for your actions. Being clear on what you want. Identifying the driving force to achieve more … Continue reading Using Your Goal as Your Compass

The Struggle With Yourself What to expect in the podcast: Identifying the proper products to sell and finding out whether or not the clients can afford it. Doing the right … Continue reading The Struggle With Yourself

Questions You Should Ask Yourself to Maximize Your Potential Identifying the issues you face as a financial consultant. Issues you can control vs Issues you cannot control. How to create … Continue reading Questions You Should Ask Yourself to Maximise Your Potential

Fact-Finding Techniques What to expect in the podcast: Knowing clients’ expectations. Being conscious and aware in your fact-finding and building rapport. Various types of hot buttons. Role Play.

Prerequisites of a Top Producing Financial Consultant What to expect in the podcast: Top Producers vs Low/Mediocre Producers. Actions need to coincide with your goal. Banana Peel Theory. Dealing with … Continue reading Prerequisites of a Top Producing Financial Consultant

Back to Basics What to expect in the podcast: Purpose of being a financial consultant. Knowing why you join the career. Having a long-term view in the career. Being clear … Continue reading Back to Basics

Expanding one’s client network

Responsibilities of a Financial Consultant

Eliminating Clients’ Misconceptions through Authentic Selling