Chasing clients sucks. If your skeptical prospects object at every word you say, you’ll not only stay broke, you’ll also hate your work.
The alternative? Attract leads who specifically want you, not just any advisor.… READ MORE
Let’s face it you’re not as successful as you want to be yet. And you’re probably worried you won’t get the success you know you deserve.
Time to make sure you’re the advisor who’ll become wealthy, happy and fulfilled.… READ MORE
If you’re wildly ambitious, an above-average income won’t cut it. While normal people would hate you for it, there’s no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you’ve always wanted?… READ MORE
You’ve probably made some bad emotional decisions in your life. Whether you bought something you couldn’t afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food.… READ MORE
Many successful businesspeople will tell you to get a mentor. And maybe you’ve been looking for someone to take you under their wing, to help you become who you need to be.
But what if that’s a waste of time?… READ MORE
The most common questions financial advisors ask themselves are “How can I get more clients?”, “How can I get more money?” and “How can I have more free time?”.
You’ve probably noticed those don’t help you reach your goals.… READ MORE
You’re probably worried. Clients could abandon you. “closed” leads might not come through anymore. You may even need a desk job soon.
All of that’s scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis.… READ MORE
As a financial advisor heading out on your own, you’ve got a lot of obstacles in your way:
Skeptical prospects, competition, overwhelm, the list goes on.
But none of these things can slaughter your business as fast as the enemy we’ll talk about today.… READ MORE
You’re probably a knowledgeable, effective and trustworthy financial advisor. You know you’ll take good care of your clients’ capital.
But even with all your skills, you can’t afford to be boring.… READ MORE
Most financial advisors are good at their craft, but aren’t great at generating leads and turning them into clients. There’s one sweet-sounding alternative to generating leads: Buying them.… READ MORE
