What does it *really* take to become a top financial advisor?
Mindy Diamond
Consultant and Guide to Top Financial Advisors and RIAs | Founder & CEO @ Diamond Consultants
So what does it REALLY take to become a top financial advisor?
?For many, it seems like an elusive title, limited to a chosen few.?
But in reality, elite wealth managers aren’t born that way.?
Sure, they are driven by a determination to succeed with a high level of motivation. But it’s not all nature—much of success comes from “nurture.”
That is, learning from the best—like the guest on this week’s?featured podcast episode, John Bowen, founder and CEO of CEG Worldwide.
In speaking with top advisors, many credit John’s teachings as the “real gamechangers” for their businesses.?
And John’s teachings come from experience: Prior to CEG, he built a wealth management business with some $2B in AUM.
?So in?this episode?– available in both audio AND video formats – John shares relevant advice, including the typical issues that advisors are looking to solve for, like the dreaded “good enough” level that many get stuck at, plus the importance of providing a world-class experience for clients, how to transition from “chasing” clients to “choosing” them—and more.
Be sure to check it out—there are key takeaways for every advisor, no matter where you practice.
Here’s to your continued growth,??
Mindy Diamond
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