The holiday season is in full swing and shopping deadlines are just around the corner. Trees are up, lights are hung on houses, and the malls are packed full of shoppers. This time of year reminds us all of who we are thankful for and as an advisor, the holidays are a perfect time to show your clients just how much you really appreciate them! However, finding the right gift for your clients can be a struggle.
When a business states that they “provide exceptional service” do you think people actually believe this? It is like saying, “trust me” or “the check is in the mail.” Empty statements void of facts are a waste of words today.
Consider, are you standing out by sharing things about your firm that are truly compelling and different? Or, are you telling people – in so many words – that you will be ‘better’ than their last financial advisor?
There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
You might not be the type of person who loves to socialize, attend big parties, and network whenever you get the chance. To be a great connector, however, you don’t need to be the type of person that enjoys these things. You don’t need to be an extrovert at all.
Some successful connectors, who would be classified as introverts, will not enter into a social situation without a plan. They will prepare for those they want to meet.
Are you the type of person who loves to socialize, attend big parties, and network whenever you get the chance? We often assume that those that are the most outgoing and those that exhibit many qualities of an extrovert make the best connectors because they are just naturally good at talking to others. What if I was here to tell you that assumption may be wrong? Here’s why.
Introverts that would be considered successful connectors often will not enter into a social situation without a plan.