Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it.… READ MORE
Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.
But they can also devour your time with nothing to show for it if you don’t know what you’re doing.… READ MORE
Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth.
But the cold, hard truth is that most financial advisors have no clue about how to get there.… READ MORE
An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months.… READ MORE
Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment.
Think you could add an extra $20k, $50k, or even $100k to your income?… READ MORE
Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half.… READ MORE
Your productivity as a financial advisor directly impacts how much money lines your pockets each month.
While that sounds like good news, here’s why it’s not:
Many financial advisors I’ve coached were allergic to organization.… READ MORE
Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts.
What’s this personality trait?… READ MORE
If your marketing materials aren’t as effective as you’d like, I have good news:
A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains.… READ MORE
If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.
But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.… READ MORE
