You can’t get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.…
READ MOREWhether you’re crushing your market or currently trying to attract clients right now, you run a business.
In any industry, there are losers and winners. The difference? Winners do different things than losers.…
Your website is the home of your business online. Even prospects you’ve met in-person will often find your website to seek out additional info about you.
But not every website is successful. In fact, most websites don’t attract clients at all.…
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.…
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.…
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.…
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.…
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 MOREYou’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.…
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.…
