The Paradigm Shift

As a financial advisor, it’s important to have the right mindset when it comes to educating potential clients. In this lesson, the focus is on the paradigm shift that is necessary to be successful in this aspect of the job.


One of the first things to consider is how you see people attending the educational course. 


Do you see them as prospects, people who will put money in your pocket, or as students who are hungry for information and need your help? It’s important to view them as the latter because this will naturally draw them to you.


It’s also important to be clear and concise in your presentation. Stick to the course material and don’t try to demonstrate how much you know about every aspect of the subject. You won’t have time, and your audience won’t have the mental bandwidth to absorb a lot of extra information. The learning process is already embedded in the course, so focus on delivering the material effectively.


It’s also important to be recognized as an expert in the subject matter. This can be achieved by fielding questions with authority and projecting confidence. Practice, training, and experience are all important in achieving this confidence.


Lastly, it’s important to overcome any fear of public speaking that you may have. This takes practice, and it’s okay to start out fearful. With practice, however, the fear will diminish, and you’ll be able to communicate effectively with your audience.


By following these tips and making the necessary paradigm shift, you can successfully educate potential clients and attract them to your financial services. Remember to see them as students first and foremost, and always strive to deliver the material effectively and with confidence.

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