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\"Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/\n\nRhino Search Group\n8970 E Raintree Drive\nSuite #300\nScottsdale AZ 85260\n480-361-9415\npk@rhinosearchgroup.com\n\nhttp://rhinoseearchgroup.com/\nhttps://plus.google.com/ Rhinosearchgroup/\nhttps://www.youtube.com/ Rhinosearchgroup/\" - PowerPoint PPT Presentation
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SIMPLE CAREER SUCCESS FRAMEWORK
The best financial advisor recruiting
firms agree, a simple success
framework can promote successful
careers.
After thousands of interviews and
discussions on success in the
finance and investment field,
recruiters have a consensus on four
important concepts of the success
framework.
They must
1. learn to capture equity
2. engage in a lifetime of learning
and growth
3. channel entrepreneurship into
innovation
4. find the elements of career
success
Ultimately, each person must define
success in terms that have
significance and meaning to them.
CAPTURING EQUITY
The essence of financial advising
relates to using assets to produce
financial gain, and this is the basic
dynamic of client services.
The volume of assets can
determine financial success for
investor and advisor.
Successful engagements
build a record of achievement
and client loyalty.
Surveys have shown that a large
number of satisfied clients, more
than 80%, are willing to make
referrals.
Referrals are a sometimes overlooked
and under-utilized source of additional
equity for advisors, and they should
develop a systematic method of getting
referrals from satisfied clients.
Getting referred by clients is a solid method
for building equity in an advisory practice.
The other side of the satisfied investor
coin is to get additional investment
assets from satisfied clients.
Many advisors seem content to
continue an effective pattern,
however, a small increment from each
client can add to a significant increase
in assets under management.
LIFETIME OF LEARNING
Learning and growth are vital elements
of success.
They are also needed to keep advisors
fresh, engaged, and motivated towards
their goals.
Learning is critical to success as an advisor because markets
are not only volatile;
the composition of them changes due to constant influences
including news, events, and technology.
Learning is a source of growth;
knowledge helps us to interpret the
lessons of experience.
Learning is one of the enjoyable parts
of a career.
It is rewarding and has a built-in sense
of accomplishment.
INNOVATION
Finally, the most dynamic
aspects of the career framework
are the entrepreneur approach
and innovation.
The modern business model does not
confine the entrepreneur approach to
startups or ventures.
It is also important when working
within a corporate structure.
Financial advisor recruiters
increasingly look for and value
entrepreneurial qualities.
The entrepreneur approach includes
partnering with other advisors and
professionals to complement client
base and expand services.
The modern business model in nearly every business
pursues opportunities on a global basis.
Entrepreneurship and innovation are
vital tools for a lean organization that
builds its processes around the goal
of customer satisfaction.
In the global economy, financial
advisor recruiting firms must value
entrepreneurial attitudes, creativity,
and innovation skills as high-value
characteristics for hires.
GETTING THE RIGHT MIX
When surveyed, top executives across many fields of
business agree that there are many aspects of a
career that must be modified to produce the right
balance of satisfaction.
There are facets that occur too often, such as unwanted
travel and difficult people.
There are other things that occur too seldom, such as
extended time for family and friends.
Some things seem just right, like power,
prestige, and income potential. The
simple framework includes this idea as
a central theme.
Employers can get the best return on
their investment in employees by
helping them to obtain the right mix of
actions and results.
Rhino Search Group is a financial services recruiting firm
known for its valuable client relationships with the most
trusted financial brands.
Contact our financial advisor recruiters if you are looking to
make a move, or buy/sell a book of business. Visit the site:
www.rhinosearchgroup.com
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
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