- A Proven Track Record
- A Calm, Detached Approach
- A Confident Demeanor
When people turn to you for financial advice, they’re putting a great deal of trust in you. Your decisions will determine what happens to their life savings. Yes, they may become super-rich but they may also lose everything. Work on building up a track record of success so that people know you can be trusted.
Wealth management requires a rational mind, not an emotional one. If people see that you make hasty and ill-considered decisions, then they won’t want your hands on their money. When meeting people, ensure you have a calm and detached demeanor. You can still be friendly but show yourself to be clear-headed at the same time.