If you’ve been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills.
And that’s where most financial advisors fail: The mental side of being in business.… READ MORE
As a financial advisor looking for clients, the first thing you need is an appointment.
But if you’ve tried to get more appointments before, you’ve probably noticed: It’s not as easy as it looks.… READ MORE
If you’re like most financial advisors, you didn’t start your business for the money—you started it to live and work on your own terms.
Although freedom is the most common goal of financial advisors, it’s the least common reality.… READ MORE
It’s easy to start a career or business all excited. It’s hard to surmount challenges, persist in the face of adversity and win in the long-term.
But years later, we say “Had I known that from the beginning, I would’ve skipped years of struggle.”
In this episode, you get 3 things which will give you that exact feeling.… READ MORE
Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find.… READ MORE
You’ve heard internet “experts” talk about giving value before doing business with someone. Following their advice might kill your business.
You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term.… READ MORE
Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the casinos.
Long story short: Casinos are amazing at making money.… READ MORE
If you’re currently struggling to add more clients to your business, it might sound impossible to land clients by next week.
But if you had to for your survival, you could. You’d surprise yourself with creativity and energy to land clients.… READ MORE
Who should you learn from when it comes to growing your business?
You could learn from all sorts of seminars, books and courses. And many of them are great.
But there’s a hidden treasure of knowledge you access when you’re able to learn business lessons from everyone and everything.… READ MORE
When you start out as a financial advisor, you’re hungry for success.
You start landing your first few clients, then a couple more—and suddenly you’re a successful financial advisor running a thriving business.… READ MORE
