Description

Mentor: James Chatfield

Which villain do you identify with? Deadpool.

Biggest length gone to assist a client: Over a period 12 months an investment structure was changed 24 times.

What is your best trait? There is not much I would not do for a client.

Your biggest weakness? There is not much I would not do for a client, I don't know when to stop and let it go.  

Mentor Moment

Help the clients to understand where they are at and how they can reach their financial goals, build the relationship with the view to helping the client in the long term. Being personable and building relationships is the biggest asset

You need to know the answer to any question the client may ask you to demonstrate confidence. Over a period 12 months an investment structure was changed 24 times. There is no such thing as a bad meeting.

Have a follow up system for the week and the month. Contact between 80 and 100 people each week.

Take a few moments each day to hit the 'reset button', go for a walk, have lunch by yourself and find your head space.

When you are just starting out leverage your existing network, let them know you are there and able to help them. Don't lose the drive to build your business, talk with the clients and develop relationships. When you are just starting out this is the drive that will set you apart.

Top Three Points:

1. Always show up in top form. Know your products and present the best possible version of yourself.
2. There is no such thing as a bad meeting, any opportunity to build a relationship is golden even if it take time for them to do work with you. 
3. When starting out, become a Teflon duck. Rejection needs to just bounce right off you. 

Not advice: "When someone tells you that you will not make it, turn that into the fuel that drives you".

Must read book

Mindsight by Dr Dan Siegel