As a financial advisor, you’ve mastered the art of managing money, but leadership? It’s often a place you ‘fall into’. The truth is, leadership is a lifelong journey, and it’s essential to have the right guide.
The most influential leaders are experts in the art of enrollment. However, for many of us, this skill doesn’t come naturally. In a world that encourages us to think about “what’s in it for me,” we sometimes forget “what’s in it for them.” This is where the key to enrollment lies.
Enrollment plays a pivotal role in three critical aspects of your career:
Enrollment compels you to clarify what truly matters, who you need on board, and why their involvement is in everyone’s best interest.
The beauty of enrollment is that it’s a force of action. It’s how elections are won, companies receive funding, and businesses thrive. This skill isn’t confined to your professional life – it’s versatile. You can use it with your spouse, your kids, or even with the ever-frustrating customer service representatives at your cable provider.
It’s time to break the cycle of frustration – the one where you struggle to get what you need from your team or assistant, leaving either you or them frustrated, leading to departures and the arduous process of hiring and retraining. Instead, let enrollment be your guiding light towards a brighter and more harmonious future.
Ready to embark on this journey of leadership through enrollment? Take the first step by filling out our initial assessment (HYPERLINK). Our dedicated coaches, specializing in working with Financial Advisors, will guide you towards mastering the art of enrollment and leadership. Say goodbye to frustration and hello to a new era of effective leadership.
Listen in to the Getting Results Podcast as our top business coaches to financial advisors discuss relevant topics and interview industry contributors.
More of a reader? Coach Ken Doyle, business coach for financial advisors, writes his articles on key topics in his own entertaining, pithy way.
See the top business coaches to financial advisors in action as we discuss various topics in these short videos.
If you want to find ways to enhance your financial advisor practice, look no further than our recommended reading list. If you don’t see a book listed that you think we need to add, please let us know.
