financial advisor iq

Mike Bernier, CFP® and Senior Advisor at Pure Financial was recently featured in a Financial Advisor IQ article about shaping up-and-coming advisors into successful “rainmakers”.  Along with suggesting that rookie advisors videotape themselves practicing presentations, he also says:

“I like to tell new recruits who are struggling that even if they’re the most knowledgeable and outgoing people in a room,” he says, “if they can’t explain complex planning concepts to clients, they’ll never succeed.”

Bernier invites new advisors at the company to join him in meetings with clients, which gives them the chance to observe success in action.

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