Top 14 Mistakes Made by Financial Advisors

Top 14 Mistakes Made by Financial Advisors

“I’ve plateaued.”  How often have you heard it from another advisor?  How often have you said it?  Been sent to a class to fit it?  Why does it happen?

Unfortunately, once they become successful, many advisors promptly forget the behaviors that got them there in the first place.

How many of these mistakes sound familiar?

Fortunately, you aren’t a plateaued advisor. You’ve been interested enough to read this far. Please look at a more than dozen mistakes that result in an advisor’s business flattening by clicking through the (above) slideshow.

European Compliance Association

European Compliance Association

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