Comments on: A Cautionary Story Of A Financial Adviser

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[...] Russell presents A Cautionary Story Of A Financial Adviser posted at Word of Mouth Marketing, saying, “What would you think of a financial adviser or [...]

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By: Martin Russell

Martin Russell — Tue, 18 Nov 2008 23:52:38 +0000

Congratulations Sean! Great to meet someone in sales with the long-term view.

Spot on with TRUST being the key. I love this financial adviser’s attitudes.

However he WON’T do well long-term if he can’t market properly. Just being a good person, or providing a good service is not enough. If you can’t COMMUNICATE well (the business term is ‘marketing’), then you go out of business or change jobs, and your clients lose the value you offered them.

That is a lose-lose tragedy, that good word of mouth marketing and quality sales training can be part of solving.

By: Sean McPheat

Sean McPheat — Mon, 17 Nov 2008 21:23:09 +0000

Martin – You make a great point here and unfortunately I do not see a lot of it happenning in the sales world where I am.

A lot of sales people only have their commission on their minds and not what’s best for the prospect or client.

The “hard sell” may get sales today but not for tomorrow and will not foster word of mouth.

Sometimes a sales person/financial advisor has to advise or recommend something that is in the best interests of their client and not for themselves.

This is what a TRUSTED ADVISOR does.

I’m sure the financial advisor will do well long term with an attitude that he has.

Thanks

Sean