How to Tell if You’re the “Real Thing” or Just Faking It

Posted by adaniels in Blog on August 28, 2012

If you want to get ahead and to make it, you have to not fake it, writes Steve Sanduski for the Prosperous Advisor column at “Authenticity is a critical component of being a successful financial advisor,” he writes. “Unfortunately, not all advisors fit that description.”

Here are Sanduski’s three keys to being an “authentic advisor”:

  1. Look at what your motivation is: Are you a financial advisor to make a heap of money, or are you in the business to help your clients? Being authentic is the latter, and if you are real, chances are you will not only help those clients succeed, you will indeed make money, too.
  2. Make sure you like your clients: Sanduski says that you should interview potential clients to see if they are a good fit for you, much like they are interviewing you to see if you’re a good fit for them. He says that “authentic advisors work with clients where there’s mutual like, trust and respect,” so “if you have a client or two that does not fit that description, then it’s time to fire them.”
  3. Keep on learning and improving: Sanduski says that authentic advisors are always willing to learn. He says he has been in the financial advisor business for almost 20 years, and is still learning.

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