Many financial advisors are analytical types, not slick salesmen. They’re uncomfortable with smooth-talking sales tactics and aggressive “closing”. But if you can’t sell, you’ll never make a penny as a financial advisor.… READ MORE
Let’s be real: You’re more ambitious, more skilled and more hard-working than most people.
That’s not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5.… READ MORE
You probably started your business to control your time and income. But if you’re like most advisors, you’re working nights, always think about work and feel guilty about taking days off.
You deserve better.… READ MORE
Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren’t successful.
The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor.… READ MORE
When it comes to getting clients, there’s two words you’ve heard a million times: Prospecting and marketing.
And with so many people posting client-getting advice on social media, it’s easy to confuse the two.… READ MORE
While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn.
If you’re not, this episode is for you. You’ll find out why LinkedIn is the absolute best social network available to financial advisors and how to use it to get the wealthy clients you’ve always wanted.… READ MORE
Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive.
One of the reasons: Most people waste time.… READ MORE
If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don’t get results, you might as well throw your money in a barrel and burn it
Financial advisors who run profitable ads have an unfair advantage.… READ MORE
People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don’t know how to get there.
But most people never get there because they focus on shiny objects and short-term tactics.… READ MORE
Designing A Lifestyle Advisor Practice
You probably didn’t start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want.… READ MORE
