Episode 8: What Makes a Top Advisor? – With Tom Hegna
“This is a words, language, questions, and stories business. A lot of people think it’s a knowledge business. So you get these analytical people who know everything about every policy and every feature of every policy, but they don’t know how to communicate that in simple terms to a client.” – Tom Hegna
Adaptability, mentorship, sacrifices and knowledge are just a few things that make a great wealth advisor.
In this episode, Brad Swineheart and Tom Hegna, economist, author and retirement expert, discuss several hard and soft skills financial professionals should have in order to succeed in their practice.
Listen + learn about:
- Tom’s advice for advisors adapting to a new virtual business model.
- How having mentors and attending training can lead you to become a top financial producer.
- How to avoid getting the “I will think about it” answer from prospects.
- Market update and what should advisors be paying attention to right now.
- And more!
Tune to discover Tom’s take on the different things you can do to become a top advisor.
White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.