Won an Olympic medal? Tell your clients

August 9, 2012 | Last updated on August 9, 2012
1 min read

Did you go from crossing an Olympic finish line to meeting your practice’s bottom line?

Your answer is probably a no, but Financial-Planning.com says the Olympics have been the training ground for more than one current financial advisor.

They looked up four and asked how their athletic past helped them prepare for their advisory careers. In every case, each planner said training for the Games taught them valuable lessons that translated to their financial businesses.

And you can probably bet more than a few prospective clients showed increased interest after hearing the news; asking more about their pasts, philosophies and practices.

The list includes Ted Murphy of Merrill Lynch—who won a silver medal for rowing in 2000—as well as John Stollmeyer of Raymond James.

Even if you can’t boast about an impressive athletic career, however, sharing personal information is still a great way to kickstart a relationship. For instance, you may find out you share hobbies with a client, or that you both grew up in the same city.

Once you establish a personal connection, it’ll be much easier to gain their loyalty and become their advisor.

Read:

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