Do financial advisers have to do their job well? How can we quickly achieve promotion and salary increase?

Do financial advisers have to do their job well? How can we quickly achieve promotion and salary increase? For newcomers' financial advisers, the running-in of new business and the pain caused by industry shocks make this process more difficult.

Sun Xiao, a new financial adviser, described his recent work status to me. Perhaps as a financial consultant, you will feel deja vu: his job is to keep calling customers every day, 200 times a day, and constantly establish effective contact with customers. There are 2000 pieces of data in his own resource library, and he will touch each piece of data ten times and eight times. If he feels that he can't keep up or decides that he is not a potential customer, he will give up tracking. At this time, the abandoned data will automatically return to the data pool enjoyed by * * *, and other financial advisers can continue to follow up and make phone calls.

In this way, page after page, day after day, I repeated: "Hello, I am xx from xx Company. I wonder if you have considered investing in some products recently? " If customers don't hang up or don't want to listen, strike while the iron is hot: "Now we have xx products …" In fact, most customers refuse to communicate. If a customer suddenly wants to listen or ask some questions, well, the opportunity has come. It's time for the Eight Immortals to cross the ocean and show their magic. At this time, I will feel the beauty and motivation of this profession, because this may be a prospective customer and a prelude to the transaction!

Sometimes 100, 200 or even 300 calls were made, but there was still no effective communication. If this happens for several days in a row, it's simply dark. The boring, boring and mechanical working style makes people feel frustrated, which is probably Sun Xiao's day's work and mood. As the ancients said, the weather is not as good as the geographical position, and the geographical position is not as good as human harmony. On the road to success, timing, geographical location and human harmony are three elements, and timing is bole and opportunity on the road to success; Geographical location is the environment and condition of the road to success; Harmony is the key to success. So much for a successful financial adviser.

Imagine that in 2007, your company happened to focus on public funds, and in 2008, it happened to be a real estate consultant. After several years of hard work, in 20 13 years, you began to sell collective trust products through acquaintances. 20 15 in the first half of the year, you laid out private equity funds for your clients and quickly withdrew within 6 months. So, you must be a financial advisor who doesn't worry about clients, but obviously you are daydreaming. History will not repeat itself, but it may be strikingly similar. Just because Sun Xiao was unlucky and didn't catch up with the general trend doesn't mean that he can't be an excellent financial adviser. On the contrary, if you use the mind of a fortune teller as a financial adviser, hoping to guess that an asset can be sold, then you really don't have much time left.