As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do list is endless and you couldn’t get it all done if you had 50 hours in a day.… READ MORE
To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a Ferrari?) and not answering to anybody.
This doesn’t seem like something most people could also have.… READ MORE
If you’ve ever been drunk, you’d probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles that make them work as if they were drunk.
In this episode, you’ll hear all about how to maximize your productivity and work with a clear mind so you can claim your success fast.… READ MORE
Do you get paid for every hour you spend working?
Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no.
Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer complete financial strategies for free.… READ MORE
If you want more clients, you need to do one thing: Prospect.
But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it.
After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers who might not even want to talk to them.… READ MORE
If you’ve been a financial advisor for more than 10 minutes, you’ve probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office.
Maybe you even have some of them.… READ MORE
Would you trust a dentist with crooked teeth? You wouldn’t. Similarly, clients don’t trust poor financial advisors. And while clients don’t get insight into their advisor’s personal finances, they can tell if an advisor is poor.… READ MORE
Whether you’re in debt or have enough money to never work again, you’ve got the same amount of time in a day as everyone else. Time is the great equalizer—and not even Bill Gates can buy himself a 25th hour in the day.… READ MORE
Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books and pursue their hobbies—while you’re working your butt off without seeing the same results?… READ MORE
Who doesn’t hate hypocrites? People who trumpet one thing and then go out to put the exact opposite into action.
Unfortunately, most financial advisors are hypocrites. This doesn’t mean that you’re a liar or that you need to change everything you say and do—but it gives you a chance to make your business even better and earn even more trust from your clients.… READ MORE
