"The quality of your life is the quality of your relationships." -Anthony Robbins
When prospecting for potential new clients or generating leads, advisors are really looking for individuals who need their expertise in order to plan their finances. The key word here is "expertise." As advisors, we have unique knowledge of the financial industry that most others do not.
It is important to ensure people in your circles, whether friends, family or acquaintances, know what your unique abilities are as a financial services professional. This way, as you cross paths with individuals, they will have a reason to think of you when that topic comes up in conversation.
While the processes are similar for life insurance professionals and advisors who specialize in other practices, it is undoubtedly easier to market yourself if you have a unique area of expertise. Most people who are interested in working with an advisor do not fully understand the investment business, especially when explained broadly. This specialization allows you to stand out as an advisor and connect with the people who will benefit from your services the most.
