IPS Success Tip... How To Be A Successful Financial Advisor! Do More Than Sell Investments!

How To Be A Successful Financial Advisor! You Must Do More Than Just Sell Your Investments!

Help Other To Succeed - How To Be A Successful Financial Advisor! Do More Than Sell Investments!08/05/2021… I am extremely frustrated by the number of people I see call themselves, financial advisors… when all they really do is sell investments! This is terribly wrong for their clients and themselves!!! Because the client is not getting all the advice and help they expected and need… to make sure they and their families have a secure financial future! And it is wrong for the advisor! Because they are missing out on how they can make their life a lot easier, more rewarding… and earn a much better income! When you really do all you can to help your client... you will gain their trust. And they will be more loyal to you. But the best part is you will be the successful financial advisor… that people will talk about with all their friends and family!  Oh and don’t forget you will be making a lot more money!

Note… The more business you have in the home, then the better your client retention will be. So when the market takes a downturn you will not run the risk of losing your client to another advisor.

Your job, if you want to be a successful financial advisor is to review and work with their clients… on all aspects of their finances! There is a lot more to think about, than just how and where your client should invest their money. There is much more to being a successful financial advisor than just selling investments to help your clients to accumulate a lot of money!

Loren Dutton, the father of financial planning, gave us this definition of financial planning…

Helping middle-income families to spend, save, invest, insure, and plan wisely for the future – to achieve financial independence!

Two Problems With Just Selling Investments… 

The main problem with an advisor that just sells investments is they tend to put all of their client’s money at risk in the stock market. The only money that should be in the stock market is money that the client can afford to lose! You should make sure that they have all their basic needs covered… Before you have them put any of their money at risk in the market! How can your client be financially secure when all or most of their money is at risk?

The second problem is many advisors will leave most of the client’s money in the market when they retire. And they do not help the client to set a realistic amount they take as an income… Without the risk of them outliving their money!

Do you want to be a successful financial advisor? Do you want to get your clients to talk about you… and refer you to everyone they know?

Loren Dutton said... “You put people, problem-solving, and planning before product selling, and that’s what it’s all about.”

Decide To Do More Than Just Sell Investments…

Spend and Save… As a financial advisor, if your want to be more successful, you should teach your clients about spending and saving! You both need to be aware of their spending habits. So together, you can craft a plan that is best suited for them. You should help your clients to find money that they spend needlessly in the wrong places. Additionally, you should help your clients to put money away for safe savings. An emergency fund is an important piece of being financially secure.

Invest… As a financial advisor, if your want to be more successful, you should help your client to invest for the future to reach their retirement goals. No one wants to be forced to work their entire lives. Starting to put money away as early as possible is one of the best ways for you to make sure your client’s retirement dreams come true. You should help your clients to put money away in the right places. You should not be using the “one size fits all” method. Help your client to find out what is best for their unique situation and risk tolerance.

Insure… As a financial advisor, if your want to be more successful, you should help your client to get all the life insurance they need now to protect their family… and for when they retire! Life is full of surprises, no one is guaranteed a tomorrow. Insurance is an important piece of your client’s financial puzzle now and in retirement. Your client should have both life and disability insurance to guarantee your client’s family’s financial security. You may also, want to consider the possible need for long-term care insurance.

Plan… As a financial advisor, if your want to be more successful, you should help your client to create a complete financial plan! The first thing you should do when you sit down with your client is to get a full picture of where they are now. And what their goals are for the future. How can you guide your client… if you don’t know what they have or what their goals are?

How To Be The Successful Financial Advisor People Want To See…

Over the years we have found that the main reason why so many advisors just sell investments is because it is an easy sale. You do not need to know how to do a complete fact-find with your clients… when all you want to do is just sell them investments.

When will you decide to really help your clients to have the secure financial future they deserve? When will you help your clients to spend, save, invest, insure, and plan wisely for their future?

Take the time to do a complete, in-depth fact-find with every one of your clients. Ask the right questions to help them to see and understand the problems they face now… and will face in the future! So they will want to follow all of your recommendations! It is how you will be a much more successful financial advisor!

The satisfaction of knowing you are doing your very best to help your clients... is an incredible feeling! And well worth the time and effort.

As a result, you will become the successful financial advisor that people will beg to meet with! While you will make a lot more money!


What Successful Financial Advisors Say About Our Training…

The following successful financial advisors were either new or struggling when they started with us. All of them now have incomes in the top 10% of the financial services industry!

“I hired Lew Nason as my coach, who was instrumental in teaching me how to think about not just life insurance, but also financial planning in general. And for that, I owe him a personal debt of gratitude that I’m not sure I’ll ever be able to repay.” David Lewis, RFC – NC (15 years with IPS)

“After taking the plunge with IPS, I couldn’t be more pleased. You helped me change my business from salesperson to Trusted Advisor – and my income from “ok” to “WOW” in a matter of weeks. My future looks brighter than ever. Thank you, thank you, thank you!” Audrey Sendrowski – MA (6 years with IPS)

“Your kits really work and also your coaching series is the best in town. I recall a year ago I was struggling when I called and you worked me through the process and told me this is not a quick fix. I made it to MDRT this year and this is just my third year in the business. So, once again thank you.” Franklin Allakpo – NY – New York Life (3 Yearswith IPS)

“Everyone in this business needs mentors and coaches they can turn to, to help them get out of their own way. For me, my mentoring and coaching are from the Insurance Pro Shop. They’ll be there for you, just like they are for me.”David H. Kinder, ChFC® – CA (10 years with IPS)

“For the record, the program that was purchased was very informative indeed. I went from a struggling adviser to one producing £120k in my second year of business. If you could pass the message on to Lew and the team and say that I’m just saying thanks for everything.” Luke Taffetsauffer United Kingdom (4 years with IPS

“I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, then you aren’t learning from the best!” Dennis Postema, RFC – Postema Marketing Group, LLC – OH (15 yrs with IPS)

Lew Nason and team are second to none. Lew teaches basics not taught elsewhere. He was the first person to share with me the true concepts behind financial services and how they serve my clients.” Tim PorterRFC – FL (10 years with IPS)

Are You Ready To Take Your Income To The Top 10% Of The Financial Services Industry? Then Decide You Will Be The Successful Financial Advisor People Need Today!

When Will You Learn All The Ways You Can Help Your Client Find The Money To Be Financially Independent?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training insurance agents and financial advisors for over 40 years to be successful and earn $250k or more per year selling life insurance, annuities, and investments!

We will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments.

Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! 

Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends. It is the best life insurance marketing and sales system and training for agents and advisors to be successful financial advisors!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Be A Successful Financial Advisor?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can find your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help average people – not just the wealthy! When will you decide to be a successful financial advisor that does everything they can to help their clients?

Isn’t it time for you to get the training and coaching you need to help your clients fill ALL their needs and wants? When will you decide to do more than just sell investments? Be the successful financial advisor people want to see!


When Will You Read Our Full-Length Book? So You Learn How To Help Families With All Their Finances!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you the complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. So It Is Up To You To Decide To Learn How To Help People… To Be A Successful Financial Advisor!

How To Be A Successful And Trusted Financial Advisor… Master The Fact-finding, Questioning, and Listening Skills!

Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - How To Be A Successful Financial Advisor! Do More Than Sell Investments!