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The 9 Most Common Mistakes Advisors Make: Mistake #7

The 9 Most Common Mistakes Advisors Make

Mistake #7: Not Uncovering Opportunities within Your Client Base


One of the measurements for successful advisors is assets under management. However, I believe that a more accurate measure of success for advisors is based on what percentage of their individual clients' assets they manage.

In order to manage the full financial picture of your clients' lives, you must focus on their goals. One of the biggest mistakes I see advisors make is focusing on client assets instead of client goals. 

With the advisors that I coach, I focus on helping them perfect their personalized financial planning process. If you concentrate on reaching your clients' goals instead of just managing their money,bigstock-Close-up-of-business-people-350 wide.jpg you will have 100% of your clients' assets. Holistic, goal-based financial solutions will consistently uncover the opportunities within your current relationships. 

As you have conversations with your clients about their concerns and dreams, you will uncover needs like life insurance, school savings accounts, and more. The more you understand your clients' goals, the deeper and more personal your relationships will be, and the more you will gain the trust of your clients for a longstanding relationship. 

Download our approach for the financial planning process so you can see how to best work with your clients on reaching their goals and becoming their trusted advisor for life. 

Keep your eyes out for our next most common mistake advisors make, and be sure to download our resources to help you uncover opportunities within your client base.


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