Secrets to Success
Do you have what it takes to be successful in a career in financial services? There are many areas we can train you in, there are certainly many topics you will be studying. But to succeed, you should bring specific personality traits that will help you succeed in your new career. Traits like commitment, attitude, perseverance ,accountability and integrity.
Commitment
Building a business in financial services may be challenging at times. You’re largely responsible for how you manage your time; how much time is spent on a type activity. You're also responsible for your income, which depends completely on how successful you are in developing and maintaining your book of clients and a commitment to high levels of activity.
You need to be organized and focused. You have to set goals and develop strategies to meet them. And you have to be determined to do whatever it takes to succeed.
Your level of commitment to your new career, and your disciplined activities will lead to very early tangible results. You won't have to spend as much time organizing and planning your strategy. Once you determine what works for you, you make it part of your routine. The result is efficiency.
Attitude
Charles Swindoll once said: “The longer I live, the more I realize the impact of attitude on life. The remarkable thing is we have a choice every day regarding the attitude we will embrace for that day. I’m convinced that Life is 10% what happens to me and 90% how I react to it.”
It's all in your attitude – the ability to stay enthusiastic, focused on your goals and a rewarding long-term career, regardless of challenges.
The right attitude can help you succeed. It can attract the clientele that you're looking for and increase your client referrals. Simply put, your attitude can directly affect the hours you spend prospecting, the quality of your conversations, your income and your job satisfaction.
Perseverance
When building a business, perseverance is a key ingredient to success. And as a financial services representative you are growing and expanding a practice of satisfied clients. An overnight success usually takes time and preparation. “Luck is when Preparation meets Opportunity” and a rewarding career awaits those who persevere.
As Steven Covey says: “Think with the end in mind”. When you are starting out in the industry, you invest time in learning the business, establishing new work habits and applying new skills to your daily work life. Once you've done that, your success begins to build.
Accountability
As a business owner, you have the freedom and flexibility to run your business the way you want. And your income is your reward.
With freedom and flexibility, Accountability becomes a key ingredient to long term success. In this career, accountability has two distinct meanings:
- You are the entrepreneur, responsible for your time and your income. If you don't put in the time or effort, you won't receive the financial reward.
- You're the financial expert, responsible for the advice you give and the recommendations you make.
Integrity
“Integrity is to never be ashamed of your own reflection”, which rings true when providing clients with advice, relevant and important to their specific situation. At Trilogy our processes are client driven and client focused and we always recommend what is in the best interest of our clients. This leads to rewarding trust relationships with our clients and ultimately long term success in this industry.