Why consistency is vital to be a successful advisor

Why consistency is vital to be a successful advisor

Suraj Rengan

11 Apr 2019, 09:43 — 3 min read

Background: Being consistent towards your goals can earn you credibility. As a financial advisor, your consistency can help grow your business and bring in happy customers. Find out how. 


The actions of top financial advisors are consistent. Successful advisors think of beneficial plans and stick to them. This kind of behaviour is crucial for those who want to grow their practice. A person can become an expert at what he/ she does, gradually with time. Consistency is the result of a repeatable process.

I believe if the below points are followed regularly, you too can become a successful advisor.

1. Start your day with a clear mind

Acquiring the habit of being consistent starts with a decision.  Begin your day with a clear mind, knowing precisely the tasks you must do each day. For example: set timelines for tasks such as prospecting or meeting clients. Adhere to a constant routine which will give you predictable results and bring you closer to achieving your objectives. Once you are determined to remain steady in your behaviour, the next step becomes easier.

2. Decide the top three activities

Prepare a schedule and list down your top three activities based on their priority. This way, when you begin your day, you are aware of the tasks you have to complete and no time is wasted in thinking what to do next. Make sure that you accomplish these three jobs and develop a habit of doing them. Financial experts must keep in mind that these are the activities which will help them flourish hence they must never procrastinate and always stick to a routine. Consistency is nothing but dedicated adherence.

3. Implement the same consistency in other areas

As financial experts you can slowly cultivate a consistent habit which will enhance your practice further. Carry out prospecting regularly. Always provide exceptional services to your clients and live up to their expectations.

4. Make consistency your key trait 

Doing things in an erratic manner will generate unpredictable outcomes. By being consistent, you can easily measure your progress and it will definitely help you in becoming a much sought after advisor.

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Disclaimer: The views and opinions expressed in this article are those of the author and do not necessarily reflect the views, official policy or position of GlobalLinker. 


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