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
There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients.… READ MORE
If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.… READ MORE
Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals.… READ MORE
Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing.
But marketing isn’t about your feelings.… READ MORE
How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.… READ MORE
