Simple Career Success Framework

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Simple Career Success Framework
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• The best financial advisor recruiting firms
  agree, a simple success framework can promote
  successful careers.

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• 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.

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• They must
• learn to capture equity
• engage in a lifetime of learning and growth
• channel entrepreneurship into innovation
• find the elements of career success

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• Ultimately, each person must define success in
  terms that have significance and meaning to them.

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Capturing Equity
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• The essence of financial advising relates to
  using assets to produce financial gain, and this
  is the basic dynamic of client services.

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• The volume of assets can determine financial
  success for investor and advisor.

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• Successful engagements build a record of
  achievement and client loyalty.

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• Surveys have shown that a large number of
  satisfied clients, more than 80, are willing to
  make referrals.

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• 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.

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• Getting referred by clients is a solid method
• for building equity in an advisory practice.

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• The other side of the satisfied investor coin is
  to get additional investment assets from
  satisfied clients.

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• 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.

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Lifetime of Learning
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• Learning and growth are vital elements of
  success.
• They are also needed to keep advisors fresh,
  engaged, and motivated towards their goals.

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• 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.

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• Learning is a source of growth
• knowledge helps us to interpret the lessons of
  experience.

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• Learning is one of the enjoyable parts of a
  career.
• It is rewarding and has a built-in sense of
  accomplishment.

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Innovation
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• Finally, the most dynamic aspects of the career
  framework are the entrepreneur approach and
  innovation.

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• The modern business model does not confine the
  entrepreneur approach to startups or ventures.

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• It is also important when working within a
  corporate structure.

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• Financial advisor recruiters increasingly look
  for and value entrepreneurial qualities.

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• The entrepreneur approach includes partnering
  with other advisors and professionals to
  complement client base and expand services.

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• The modern business model in nearly every
  business pursues opportunities on a global basis.

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• Entrepreneurship and innovation are vital tools
  for a lean organization that builds its processes
  around the goal of customer satisfaction.

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• In the global economy, financial advisor
  recruiting firms must value entrepreneurial
  attitudes, creativity, and innovation skills as
  high-value characteristics for hires.

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Getting the Right Mix
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• 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.

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• 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.

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• Some things seem just right, like power,
  prestige, and income potential. The simple
  framework includes this idea as a central theme.

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• Employers can get the best return on their
  investment in employees by helping them to obtain
  the right mix of actions and results.

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• Rhino Search Group is a financial services
  recruiting firm known for its valuable client
  relationships with the most trusted financial
  brands.

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• 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
  

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• Rhino Search Group
• 8970 E Raintree Drive
• Suite 300
• Scottsdale AZ 85260
• 480-361-9415
• pk_at_rhinosearchgroup.com