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
You’ve heard me say before that email marketing is the #1 most effective appointment-setting strategy I’ve ever seen for financial advisors.
But how do you build your email list in the first place?… READ MORE
As a financial advisor, you often have your clients’ livelihood in your hands. But as a client to a financial advisor, it almost never feels like this.
Why?
Simply put, most financial advisors don’t understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level.… READ MORE
LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you’ll burn potential prospects forever, wasting countless hours of your time, money, and sanity.
That’s the bad news.… READ MORE
New year new me, right?
Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot.… READ MORE
Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.… READ MORE
