You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.
But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.… READ MORE
If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.
But there has also never been more opportunity throughout all human history.… READ MORE
Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.
Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.… READ MORE
How would your business grow if you booked—and converted—as many appointments as you can possibly handle?
Well, I have good news:
In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors.… READ MORE
Financial advisors aren’t typically the best marketers… But could you be a horrible marketer?
Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.… READ MORE
There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.
How come?
Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable.… READ MORE
There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.… READ MORE
If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.
Why?
Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.… READ MORE
Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.
Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.… READ MORE
How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?
Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?… READ MORE
