Simple career success framework

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

Ultimately, each person must define

success in terms that have

significance and meaning to them.

CAPTURING EQUITY

The essence of financial advising

relates to using assets to produce

financial gain, and this is the basic

dynamic of client services.

The volume of assets can

determine financial success for

investor and advisor.

Successful engagements

build a record of achievement

and client loyalty.

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.

Getting referred by clients is a solid method

for building equity in an advisory practice.

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.

LIFETIME OF LEARNING

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 a source of growth;

knowledge helps us to interpret the

lessons of experience.

Learning is one of the enjoyable parts

of a career.

It is rewarding and has a built-in sense

of accomplishment.

INNOVATION

Finally, the most dynamic

aspects of the career framework

are the entrepreneur approach

and innovation.

The modern business model does not

confine the entrepreneur approach to

startups or ventures.

It is also important when working

within a corporate structure.

Financial advisor recruiters

increasingly look for and value

entrepreneurial qualities.

The entrepreneur approach includes

partnering with other advisors and

professionals to complement client

base and expand services.

The modern business model in nearly every business

pursues opportunities on a global basis.

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.

GETTING THE RIGHT MIX

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

[email protected]