I've been studying this idea of client behavior and consumer loyalty towards their financial advisor.

I uncovered one of financial advisors biggest challenges is they have no identity. They move with the flavor of the day and whatever their for or boss says. The issue is that you don't need your boss to have a set of principles. 

So, find your north star ask yourself what are your principles and develop an agenda around that.

If you don't have an agenda they will sell you a scrip. And that script may not be what you want.

So, do you have a frame for what you are going to talk about? Do you know what you stand for? 

Tune in Today...