Episode #177: What Does It Take to Be a Successful Financial Advisor?


This post is intended for financial professional use only.

Various characteristics separate good financial advisors from the bad and the successful from the unsuccessful. A successful financial advisor does more than manage money. They’re great at maintaining relationships, which helps in converting prospects to clients. The process of prospecting and nurturing clients takes time— time away from the operational and other essential functions necessary to run your business.

In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. If you’re interested in learning about the back office support & compliance integration network that’s saving advisors 4-5 hours per day, click the button below to register for The LifePro Asset Management Investment Webinar on Thursday, January 21st at 10 a.m. PST.

Resources Provided for This Episode

Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

Related Blog Posts

MSM Opt-in Popup

Summit Popup