Most financial advisors love making portfolios grow, but hate to do marketing.
That’s not because they’re bad at it, it’s because they think they have to write, design and understand technology.…
Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they’re back in an office job.
It’s not because they lack ambition or drive.…
You’ve probably heard of the power of your mind: If you’re pessimistic and lazy, you’ll sabotage your own success. At the same time, optimism and discipline let you fast-track your goals.
But if you think without taking action, you’ll never get the clients, business and lifestyle you want.…
If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom.
But knowledge alone keeps you stuck where you are.…
Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7?
Most people would think about their online presence, sales skills or certifications. …
Blogging, social media and networking are great ways to get clients. But they take time to get results: You’re always creating, but you might wait for months before anyone calls you up (if it ever happens).…
READ MOREAll the gurus, coaches and other so-called experts on the internet tell you what to do to become successful.
Some of them have good advice. But all of it’s useless if you’re sabotaging your own success.…
Making a million dollars per year sounds awesome: You’d have the money to drive your dream car, live wherever you want and spend time with your family.
But the “millionaire lifestyle” sounds unattainable for most financial advisors.…
Many prospects don’t want to pay for a financial advisor even if their portfolio would grow faster with your help.
You’ll never convince these folks with pressure sales and endless phone calls.…
If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested.…
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