What are the 11 qualities of an EXTRAordinary Advisor?
1. Believes in being all things to a select number of clients, rather than a few things to a great number of clients.
2. Identifies their Top Shelf Clients and provides a Client Experience Menu to serve those clients which leads to Top Shelf Client duplication.
3. Carries an arsenal of investment solutions beyond mutual funds to attract and maintain affluent clients.
4. Are true solution finders for their clients, rather than product pushers.
5. Thinks broad and goes deep with their clients on all topics of financial planning.
6. Systemizes every aspect of their business to deliver consistent, predictable experiences their clients want.
7. Is client centered – they have genuine relationships with their clients.
8. Is committed to personal, professional, and team development.
9. Leverages vendors and wholesalers effectively.
10. Runs their practice like a business.
11. Embodies the Entrepreneurial Spirit.