The Advisor Solutions Podcast EP 93- Building Your Business Soft Skills

Do you know how to make effortless connections? What I mean is, can you connect with anyone, anywhere, and at any time? If not, know that you are not alone!

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how to make effortless connections. The reason is that they have never really viewed building your business soft skills as something that could take their business to the next level.

You see, to do well in the financial services industry, you need two kinds of skills: hard skills and soft skills. Hard skills are the technical skills you use in your business, like creating a financial plan or doing an insurance quote. They are easy to measure because you know how to do it or you don’t. Soft skills are people skills that are about making connections with others.  They are harder to gauge because measuring things such as communication, collaboration, and conflict resolution is difficult.  

Without mastering the soft skills of connecting with others, you won’t utilize your hard skills, like creating a financial plan, because prospects won’t be interested in working with you. Having excellent soft skills makes a prospect want to become your client.

In this episode, learn what successful advisors do to build effortless connections!