--- title: "Meaning & Key Takeaway of: The fact is that the financial advisor…" description: "\"“The fact is that the financial advisor must find ways to distinguish himself not just during the initial sales process, but equally importantly on an ..." image: "https://sms4smile.com/quotes/i/b38/sally-hogshead-32634_financial-advisor_the-fact-is-that-the-financial-advisor-m_2537372.jpg" --- # The fact is that the financial advisor must find ways to… ![“The fact is that the financial advisor must find ways to distinguish himself not just during the initial sales process, but equally importantly on an ongoing basis to keep his clients from going elsewhere.” quote by Sally Hogshead](https://sms4smile.com/quotes/i/b38/sally-hogshead-32634_financial-advisor_the-fact-is-that-the-financial-advisor-m_2537372.jpg) [Download](https://sms4smile.com/quotes/i/b38/sally-hogshead-32634_financial-advisor_the-fact-is-that-the-financial-advisor-m_2537372.jpg) [Open image](https://sms4smile.com/quotes/i/b38/sally-hogshead-32634_financial-advisor_the-fact-is-that-the-financial-advisor-m_2537372.jpg) > ““The fact is that the financial advisor must find ways to distinguish himself not just during the initial sales process, but equally importantly on an ongoing basis to keep his clients from going elsewhere.”” [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) ## About This Quote This interpretation was drafted with AI assistance. It is one reading of the quote, not the author's own explanation. Advisors must continuously differentiate themselves, not just at sale, but throughout the client relationship to retain business. **In simple terms:** Consistent value keeps clients from leaving. Key Takeaway Provide ongoing unique value. Themes client retention value proposition trust Mood professional strategic Type advice business When to use this quote - client meetings - annual reviews - personalized reports Key Concepts branding relationship management Questions to Reflect On - What can you do each month to add value? - How do you measure client satisfaction? A Different Perspective Clients may still leave if needs change. ★ ★ ★ ★ ★ No ratings yet [Financial advisor](https://sms4smile.com/quotes/about/financial-advisor/) [Money](https://sms4smile.com/quotes/about/money/) ## Related quotes > [What people don't realize is that the initial sales of an album isn't where the bulk of your returns come from. 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You have to ask yourself: “What are we going to do differently?” Doing nothing…](https://sms4smile.com/quotes/michel-syrett/changes-that-are-currently-taking-place-in-so-many-sectors-you-have/) Michel Syrett > [The better job we do of getting the right fans in the right seats at the right time, the more money our clients are…](https://sms4smile.com/quotes/michael-rapino/the-better-job-we-do-of-getting-the-right-fans-in-the-right-seats-at/) [Michael Rapino](https://sms4smile.com/quotes/author/michael-rapino/) > [“The sales process should be as natural and fluid as a well choreographed dance.”](https://sms4smile.com/quotes/butch-bellah/the-sales-process-should-be-as-natural-and-fluid-as-a-well/) [Butch Bellah](https://sms4smile.com/quotes/author/butch-bellah/) > [“The longer a deal stays in your pipeline, the less likely you are to ever close it, even if your prospect claimed that he…](https://sms4smile.com/quotes/jill-konrath/the-longer-a-deal-stays-in-your-pipeline-the-less-likely-you-are-to/) [Jill Konrath](https://sms4smile.com/quotes/author/jill-konrath/) > [It's fashionable to use terms like 'sales funnels' to describe the sales process for many companies, and it is true that the funnel design…](https://sms4smile.com/quotes/michael-gerber/it-s-fashionable-to-use-terms-like-sales-funnels-to-describe-the/) [Michael Gerber](https://sms4smile.com/quotes/author/michael-gerber/) > [“1. What are the expected levels of performance? What are the expected attitudes or behaviors? How will we measure those? How will we know…](https://sms4smile.com/quotes/david-brock/1-what-are-the-expected-levels-of-performance-what-are-the-expected/) [David Brock](https://sms4smile.com/quotes/author/david-brock/) > [“The sales process ends/failed when the client feels that you want his money, more than his benefits.”](https://sms4smile.com/quotes/alin-sav/the-sales-process-ends-failed-when-the-client-feels-that-you-want-his/) [Alin Sav](https://sms4smile.com/quotes/author/alin-sav/) > [“They Don’t Own Their Sales Process”](https://sms4smile.com/quotes/mike-weinberg/they-don-t-own-their-sales-process/) [Mike Weinberg](https://sms4smile.com/quotes/author/mike-weinberg/) > [“Salespeople who don’t have a clear mental picture of the “path to a sale” or can’t articulate their sales process usually struggle to acquire…](https://sms4smile.com/quotes/mike-weinberg/salespeople-who-don-t-have-a-clear-mental-picture-of-the-path-to-a/) [Mike Weinberg](https://sms4smile.com/quotes/author/mike-weinberg/) > [“One of our recent studies revealed that while all reps start their sales efforts by mapping out stakeholders within the customer organization, core performers…](https://sms4smile.com/quotes/matthew-dixon/one-of-our-recent-studies-revealed-that-while-all-reps-start-their/) [Matthew Dixon](https://sms4smile.com/quotes/author/matthew-dixon/) > [“If you don’t show as much interest in the buyer and his concerns as you do in selling, he’ll know that you are only…](https://sms4smile.com/quotes/anonymous/if-you-don-t-show-as-much-interest-in-the-buyer-and-his-concerns-as/) [Anonymous](https://sms4smile.com/quotes/author/anonymous/) > [“Red Flags And Deal Breakers What signals or signs can you look for, as early in the sales process as possible, to warn you…](https://sms4smile.com/quotes/aaron-ross/red-flags-and-deal-breakers-what-signals-or-signs-can-you-look-for-as/) [Aaron Ross](https://sms4smile.com/quotes/author/aaron-ross/) > [“When our story is right, it puts us in the proper mindset to prospect for new business. The entire dynamic of the sales process…](https://sms4smile.com/quotes/mike-weinberg/when-our-story-is-right-it-puts-us-in-the-proper-mindset-to-prospect/) [Mike Weinberg](https://sms4smile.com/quotes/author/mike-weinberg/) > [“2. Your sales people should understand what their expected levels of performance are. “We know you are developing and executing great deal strategies when…](https://sms4smile.com/quotes/david-brock/2-your-sales-people-should-understand-what-their-expected-levels-of/) [David Brock](https://sms4smile.com/quotes/author/david-brock/) ## More by Sally Hogshead > [Messages that fail to fascinate will become irrelevant.](https://sms4smile.com/quotes/sally-hogshead/messages-that-fail-to-fascinate-will-become-irrelevant/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“Forbes describes how Daniel Kahneman, a Nobel Prize-winning psychologist, discovered that “people would rather do business with a person they like and trust rather…](https://sms4smile.com/quotes/sally-hogshead/forbes-describes-how-daniel-kahneman-a-nobel-prize-winning/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“The reality, however, is that “better” is not better. Better is a mirage. It keeps you chained to the same way of working as…](https://sms4smile.com/quotes/sally-hogshead/the-reality-however-is-that-better-is-not-better-better-is-a-mirage/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“But over time, people can lose their innate ability to fascinate. They acquire layers of boring.”](https://sms4smile.com/quotes/sally-hogshead/but-over-time-people-can-lose-their-innate-ability-to-fascinate-they/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [Any idea is only as valuable as its ability to solve a problem.](https://sms4smile.com/quotes/sally-hogshead/any-idea-is-only-as-valuable-as-its-ability-to-solve-a-problem/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“You will never rise to your greatest potential by being all things to all people.”](https://sms4smile.com/quotes/sally-hogshead/you-will-never-rise-to-your-greatest-potential-by-being-all-things-to/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“When you stop trying to be all things to all people, you can stop worrying about being liked and start building relationships that allow…](https://sms4smile.com/quotes/sally-hogshead/when-you-stop-trying-to-be-all-things-to-all-people-you-can-stop/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“It turned out that experienced meditators activated the parts of the brain that suppress interruptions and they were able to completely block out the…](https://sms4smile.com/quotes/sally-hogshead/it-turned-out-that-experienced-meditators-activated-the-parts-of-the/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [You don't have to learn to be fascinating, you have to learn to be unboring.](https://sms4smile.com/quotes/sally-hogshead/you-don-t-have-to-learn-to-be-fascinating-you-have-to-learn-to-be/) [Sally Hogshead](https://sms4smile.com/quotes/author/sally-hogshead/) > [“When you’re in the zone, you’re more likely to have an epiphany or reach a solution. 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