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“3 things I’d never do again as a new financial advisor.”
Over the years, I’ve watched new advisors make the same early moves when they are trying to start out fast.
Some protect relationships and still build momentum. Others burn through their warm contacts in a few weeks.
Some of these methods feel “efficient” when you are new. Until you realise you have damaged trust that’s difficult to rebuild.
If you are in your first 1 to 3 years, this is worth catching early. Watch the video and see if you recognise yourself in any of these.
Comment “TOPIC” and I’ll share a better way to reach out without burning bridges.
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