2 Secrets That Winning Advisors Know
That Make Them The Top 20% Of The Top 20%
- What Are the Values
and Behaviors of
Today's Leading Advisor?
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What are the Values & Behaviors of Today's Leading Advisor is:
A Scientific Approach to "Being" an Advisor versus 'Doing" Sales
Simon Reilly has:
- Studied over 1000 Values & Behaviors Assessments
- Benchmarked the Values & Behaviors of Today's Leading Advisors
Is Working With Industry Giants:
- Frank Allen - The Frank Allen Financial Group Inc.
- Nelson Deslippe - Integral Financial Services Inc.
- Diane Dupuis - Dupuis Langen Financial Management
- Thomas O'Neill Jr. - Thomas O'Neill Jr. & Associates Inc.
"Values" are WHY you approach your goals - therefore what Motivates
your Behavior.
"Behaviors" are HOW you are taking action towards your goals.
Most Advisors;
- Are not aware of the "Values" that are required for success.
- Don't fully understand the source of what Motivates them.
- Have inconsistent "Behaviors" in taking action towards their goals.
- Experience: conflict, inconsistency, lack of motivation and unfulfilled business and personal lives.
Telltale signs of conflicting Values & Behaviors and that the Advisor is just "Doing" Sales;
- Believes that the challenges that they are facing are so big that they may not make it.
- Does not feel acknowledged by the work that they do for clients.
- Has way too many clients and is not making enough money.
- Even though they are still working, they have already retired emotionally.
- Is afraid to ask for referrals because of fear of rejection.
- Does not delegate, tries to do everything themselves, too busy
with $20 per hour work.
Why Learn About Values & Behaviors?
- Increased Understanding of Self
- Increased Understanding of Others
- Increased Communication
- Increased Motivation
- Increased Productivity
- Decreased Conflict & Tension
The Values & Behaviors Assessments sure gets one clear in one hell of a hurry. For the week end, my sales resulted in $10,138 in commissions. I sold 5 policies in one afternoon which I have never done before in my career. Now the challenge is paperwork!
S.H.
You will learn how Today's Leading Advisors Balanced Values & Behaviors assist them to:
- Believe that the future has so much opportunities that they cannot miss.
- Feel fulfilled from the inside through the work that they do for their clients.
- Believe every client transaction must be profitable.
- Embrace retirement one day because they are creating an emotionally intelligent retirement plan.
- Educate clients that providing referrals is a part of their business process.
- Have an excellent support team.
