Simple career success framework
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Transcript of 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
The essence of financial advising
relates to using assets to produce
financial gain, and this is the basic
dynamic of client services.
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.
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.
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 one of the enjoyable parts
of a career.
It is rewarding and has a built-in sense
of accomplishment.
Finally, the most dynamic
aspects of the career framework
are the entrepreneur approach
and innovation.
The entrepreneur approach includes
partnering with other advisors and
professionals to complement client
base and expand services.
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.
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