Most financial advisors are generalists. Because they don’t realize that honing in on specific clients garners you more money. They believe that if they are more general, they’ll reach more clients.… READ MORE
Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that’s you, it’s not your fault. It’s because your brain isn’t much more sophisticated than a rat’s brain.… READ MORE
Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters…
…but they often get zero clients for all their hard work.… READ MORE
You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…
But without a plan, you won’t have those clients or live that lifestyle.… READ MORE
It’s exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails.
You’re constantly getting rejected and have to spend irreplaceable time for every client.… READ MORE
There are tons of courses, books and seminars that promise you more clients by helping you sell.
But most of them repel more clients than they attract. That’s because they teach worn-out tactics your prospects have heard a hundred times.… READ MORE
Whether it’s fitness, business or relationships: Some people accomplish in weeks what others do in years.
When you’re growing slowly, it’s easy to get angry at all the people surpassing you.… READ MORE
Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality. … READ MORE
LinkedIn can be a reliable source of high-value clients. But most financial advisors don’t make any money from their LinkedIn profile.
It’s not because they’re bad, but because they only post about certifications and their takes on the stock market.… READ MORE
Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year.
But some financial advisors stay stuck. They work all day and barely see their families—just to make the same amount of money they made last year. … READ MORE
