Terry Fergus discusses the importance of building relationships and always having your eyes open to see the opportunities around you. As a successful entrepreneur and trusted financial advisor, Fergus shares the most important question that every client is dying to answer – “Tell me about yourself.” Tune in to this week’s Million Dollar Monday to hear more!

Chapter Summaries 

• 00:55-  Introducing Terry Fergus
• 04:49- Running Out of Money
• 07:35 - Keep Your Eyes Open
• 11:32- Building Relationships is Key
• 17:19 - Learn by Listening
• 20:10 - Big Dreams

Key Takeaways

• Keep your eyes wide open.
• Keep your antennas up and be aware of opportunities that surround you.
• In Italian, there's a saying that loosely translated means never spit on the ceiling because you never know when you're going to have to go back in that room.
•  Ask the most important question that every client is dying to answer – and then shut up. That question is - Tell me about yourself.
• Make your clients your friends. In order for me to help you with your estate planning, when you should sell, or how you should sell – I have to know you. I have to know what makes you tick. Anybody can spew the code or have the answer. But what makes it important to you?
• Make your clients your friends. In order for me to help you with your estate planning, when you should sell, or how you should sell – I have to know you. I have to know what makes you tick. Anybody can spew the code or have the answer. But what makes it important to you?
• Learn from Listening
• Work together, have a common goal – and you will win

Resource Links
FSM Capital Management - Website
Terry Fergus - LinkedIn

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