Associate Advisor Best Practices

In this week’s second installment on the topic of bringing on associate advisors, I’m going to share some best practices in making an associate advisor work for you.

Check it out here.


1. If you currently have an associate advisor or are looking to bring one on, map out an appropriate training schedule for the next 90 days – relative to the associate’s level of experience. This will undoubtedly feel like a big demand, but remember: the number one reason associate advisors fail is their lack of legitimate training. Your time spent here will pay dividends, so don’t shirk the responsibility.

2. Make sure your associate advisor is being repeatedly exposed to the actual messaging you use. Have them shadow you in appointments and share with them the thinking behind everything you do. Ultimately, they need to become your clone because when they speak, prospects need to hear your message, which is what made you successful in the first place.

Please note the discussion of specific products with clients should only be handled by appropriately licensed individuals. Discussion of securities and securities transactions by those lacking the appropriate registration places their insurance license at risk.

52 Sparks is provided for informational purposes only.  Results from the use of these concepts are no guarantee of future success.

AE11154343 – For financial professional use only.