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The 9 Most Common Mistakes Advisors Make: Mistake #2

The 9 Most Common Mistakes Advisors Make

Mistake #2: Building the Wrong Team


There are three sub-mistakes to building the wrong team. 

The first is trying to do everything yourself. I love the quote, "If you don't have an assistant, you are one." So many advisors try to do it all. Build processes and procedures, manage scheduling, meet with clients, manage the firm's marketing, and so on. But there just isn't enough time in the day to do it all yourself. It's literally impossible.

The 9 Most Common Mistakes Advisors Make: Mistake #1

The 9 Most Common Mistakes Advisors Make

Mistake #1: No Structure

David-Hubbard.jpg.crop_display.jpgWe're cut from the same cloth. You're a financial advisor. So am I.

Make The Most of Your Hiring

Make The Most of Your Hiring

The key to doing that is to hire the right people.

bigstock-Concept-Vector-Graphic-Hiring- small.jpgThe key to making the most of your hiring is to hire the right people.  Sounds easy, doesn’t it? It’s not.

The most difficult thing that I have done over the past 30 years is trying to hire the right people. In fact, I have probably interviewed 500 prospective employees, hired well over 100 and currently have a staff of about 40 people. I wish that I could say that I have learned how to always hire the right people. Unfortunately, I can’t. Nobody can.

Do You Really Know Your Numbers?

Do You Really Know Your Numbers?

Successful Advisors Know The Important Figures


bigstock-Analyzing-Growth-small.jpgOk, you’re a great financial advisor, but are you a great businessperson? Really great people in business always know their numbers, but not just any numbers, the really important numbers!

Many people think that being a great businessperson is to be someone that is entrepreneurial, who can market and grow their clientele. While these are important aspects of running a great business, the great businessperson always focuses on the really important numbers of their business.

Success Is A Team Sport

Success Is A Team Sport

Putting the Right People in Place to Help You Succeed


team at work small.jpg

You can’t do this by yourself. You need a team. Even if the team is just you and a part-time person.

This seems like a no brainer, right? So, how come so many people get it wrong?

Too many financial advisors hire bodies to do the menial work of the business. Too few hire effective people to be part of their team

How Passion and Love for the Business Helps Financial Advisors Succeed

How Passion and Love for the Business Helps Financial Advisors Succeed

Your Everyday Outlook Makes a Difference


bigstock-Workplace-Wellbeing-small.jpgOk, it’s the moment of truth. Answer this question honestly. Do you love what you do? Wait, I didn’t say “like”, I said “LOVE”.

Hopefully, you answered with a yes!

Now, let me ask that same question a little differently. Are you passionate about helping your clients achieve their financial goals?

Again, I hope the answer is yes!

These are important questions that I ask the many financial advisors whom I coach. All of these financial advisors desire to be extremely successful. Unfortunately, not all of them are able to say that they love the relationship part of the business. That presents a major problem for them to achieve the success that they are looking for.

Generally, if an advisor can’t honestly say that they enjoy the relationship part of the business, I will suggest that they stop trying to succeed in this business and go do something else that they love to do.

It's All About Your MVA

It's All About Your MVA

Activities Drive Results - Examining Your Everyday Activities


bigstock-Business-Success-And-Growth-small.jpgWhy isn’t my business growing like I want it to? Why has my business plateaued? Why am I working so many hours but not growing my firm?

These are several of the questions that I get from some of the financial advisors that I have coached. These advisors have become frustrated that their businesses aren’t succeeding as they want. Although they have been in the business for more than 5 years and have achieved some success, they still want to grow.

When I hear these questions, or comments, I begin to do some probing. I become very curious as to how these advisors spend their time. I am specifically looking to determine what these advisors do on a daily basis.

Love What You Do and Do What You Do Best

Love What You Do and Do What You Love Best

Dave Hubbard offers his insight on what makes a successful financial advisor


bigstock-Finance-concept-target-and-small.jpg“I want to be more successful”, “I want to be a million dollar producer”, “I want to have one hundred million under management”. These are but a few of the phrases that hundreds of advisors have told me over the years.  Many advisors measure their success by some numerical figure relating ultimately to income. The first thing that I have to do is to remind them that income is the result of running a successful financial advisory firm.

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