Many times, millennial advisors and those just entering the industry get quite intimidated proving their value and worth to a successful prospective or existing client, particularly when there is a huge dispersion between the advisor’s age and that of the investor. Traditionally, the methodology to get around this fear has been “Fake it til you make it”. Our Introversion Coach, Heidi Brown, states otherwise.

Read our latest white paper published on the Michael Kitces website. Sales training programs should be designed around an advisor’s specific personality type. Learn about the three Consultative Sales Personalities our firm has identified, and specific strategies each of those personality types can employ to turn your unique challenges into business development advantages.

Heidi Brown describes how her coaching can help Introverted Advisors succeed in bringing in new business. Don’t try to be someone you are not; find authentic ways that work best with your sales personality.

Take the Select Advisors Sales Personality Test to see the best strategy for you to grow your practice, in the most authentic way.

Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.

Are you too busy to grow your practice, get more referrals from clients, improve your career or find a job that you’re passionate about? If so, read this blog to get inspired for change.

Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. But there’s a deeper obstacle, one that I’ve seen consistently in my own successful advisory career and now as an advisor coach. Very simply, most women are afraid to bring out their persistent, more forceful nature—they’ve been conditioned to keep it under wraps. But that nature is essential to get in front of more opportunities and close business.  Here's how to conquer that.

On a daily basis, we hear from financial advisors complaining that their work is commoditized, meaning everyone else is doing it.  With 2 million advisors and growing, that may sound like a legitimate frustration, but we don't buy it!

Ever wonder why you're not having much success on Linkedin?  Read this article to find out how to improve your approach.