Why Prospects Irrationally Choose Advisors

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Once upon a time, all it took to consistently grow your business was competence criteria:

  • Knowledge and expertise;
  • Credentials;
  • Case studies and happy clients;
  • A friendly and professional appearance;
  • Solutions to your clients’ most common problems; and
  • Ability to deliver value.

But that was before a flood of financial advisors entered the profession in the last few years.

I just typed “financial advisor” into LinkedIn’s search window, and can you guess how many results it returned?