Going all in on your niche terrifies most financial advisors.
Why?
Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in.… READ MORE
Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche.
Why?
Well, many believe that Christians aren’t as interested in building their wealth as other potential niches.… READ MORE
Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake.
Why?
Well, Gen Z has more than $100 million in buying power. They make up 20% of the population.… READ MORE
If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it?
Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely.… READ MORE
YouTube is one of the most lucrative and effective marketing strategies for financial advisors.
Why?
Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients.… READ MORE
Without improving your goal-setting skills, you’ll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it’s also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer.… READ MORE
Most financial advisors receive advice for marketing their business that’s mediocre at best and can cripple your most cherished relationships at worst.
But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice.… READ MORE
There’s nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don’t buy my products or coaching.
Why?
Because they infect others with their negative energy.… READ MORE
As a financial advisor, there may be one aspect to your “financial health” that you’re completely neglecting. In fact, most financial advisors don’t even consider it a part of their finances, but it trumps all other forms of finances.… READ MORE
Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can’t do the same for themselves.
Why?
Well, first and foremost, it comes down to an inability to listen and take action.… READ MORE
