Blog Archives

How Million Dollar Producers Leverage Time - Part 1

9/26/2017

By Antoinette Rodriguez, MBA

Quite possibly, the number one factor as to whether a financial advisor becomes a million dollar producer, is the ability to manage and leverage time.

Some of the tactical strategies of top financial advisor time management include: mastery of target marketing, referral marketing, team management, circles of influence leverage and the use of customer relationship management (CRM) platforms.

Watch the video above to learn more…

Need advice on your Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.

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15 Tips to Overcome Financial Advisor Self-Doubt

9/18/2017

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By Antoinette Rodriguez, MBA

Even the most successful financial advisors suffer from self-doubt. This can happen during market turmoil, after losing key accounts, not closing a prospect you were certain you would get, loss of key employees or the biggie, personal life turmoil.

While there are certain times when you’re excused, such as the death of your parents or child’s illness, the reality is that clients expect you to be on the top of your game for them.

What can you do when you have self-doubt? Here are some pointers:

1. Focus on what you have succeeded in and are strong at. It’s easy, in the maelstrom of stressful life events, to forget that you have been successful at many things. List out your wins and review them regularly.

2. Call a person who believes in you. Depending on your personality, there can be nothing more effective than receiving free "therapy" from a trusted person who has been your go-to cheerleader throughout your life.

3. Review past testimonial emails and correspondence. When you’ve had a difficult time with a client, especially an error that is truly yours, it’s easy to forget what a great job you’ve done for clients in the past. Go through your positive correspondence, or better yet, keep a folder of the client referrals and testimonials you’ve received throughout the years. Review those sincere affirmations regularly to fill up your emotional bank account.

4. Take baby steps on a large project. If what is causing you self-doubt is a daunting project, break the tasks down into micro steps and take baby steps - preferably today!

5. Build a vision board. If you don’t already have a vision board of your hopes and dreams, this is a good time to create one. Review those visual symbols of your goals and dreams regularly.

Watch the video above to learn more...

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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