The Agency for Financial Advisory Firms

 

30 Tips for Today’s Financial Advisor: Tip 11

At Beyond AUM, our team frequently shares recommendations for books on business, entrepreneurship, leadership, and creativity. Right now, we’re reading The Outward Mindset by the Arbinger Institute, which is about the role of mindset when seeking significant and lasting organizational change. Today, we draw inspiration from this book for our “30 Tips for Today’s Financial Advisor” blog series.

 

Today’s Tip: Focus Your Attention Outside of Yourself 

Tip #11: Focus your conversations with centers of influence (COIs) on what they do, not on what you do. They will experience how you serve your clients and will likely want their clients to experience that genuine care as well, leading to more referral opportunities. 

 

That’s it for today. We’ll be back with our next tip on the blog tomorrow. If you have any comments or questions, reach out to our team today.