Mar 28, 2018
Summary:
Today on the Confident Advisor Practice from the Horizon Advisor Network, host Bill Bush, Pete Bush and Chris Sullivan of the Horizon Financial Group continue discussing the Confident Advisor Practice scorecard for rating financial advisors and business owners. They have previously covered Financial Management, Vision, Value Proposition, and Business Development. Now they get into the four grading sections of “Professional Network.” Learn the importance of trust and sharing your talents in building out your network as a financial advisor.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “You are not only needing other professionals to help complete the client’s financial needs...you need to be part of their financial network as well to get some their reciprocal type of referrals.” – Pete Bush
- “What you really want to do is position yourself as a valuable resource for their clients and then let the chips fall where they may.” – Pete Bush.
- “You are be a magnet versus pursuing.” – Pete Bush
- “The law of reciprocation is give first.” – Pete Bush
Resources Mentioned: