It can be difficult to get a moment with many of you. What can I do to have a seasoned Financial Advisor of exceptional talent take a thorough look at an opportunity without having them feel as if I am attempting to convince them to leave where they are happy? Opportunities are supposed to be for the better, right? If you are happy, that's wonderful, but isn't happier desired or even a curiousity anymore? I don't understand the content. Please advise.
Daniel, you need to clearly communcate what you want to offer us.
Daniel, advisors get lots of solicitations from investment companies, insurers, technology providers, consultants, etc. I've been in this business less than two years and am pretty astounded that I am already on the list of lots of vendors and recruiters alike. Imagine what that must be like for someone who has been doing this successfully for 10 years. Getting to "no" pretty fast is a survival strategy. I think this a group you want to try to target through your professional network. That way you get to know who the "exceptional advisors" are and they get to know you a little bit, or at least know someone who knows you. A cold call from someone hiring for a bank is unlikely to sound tempting to a successful advisor. Most advisors consider banks pretty far down the pecking order of attractive employers and won't give a cold caller enough time to explain what might be exceptional about the opportunity.