The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.
All clients aren’t created equally.… READ MORE
There are some prospective clients who, no matter how much they trust or value you, will never work with you.
And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.… READ MORE
In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent.
Since then, I’ve rehashed this idea 11 more times.… READ MORE
Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life.
But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world.… READ MORE
Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I’ve noticed that there’s a certain type of financial advisor, based on personality typing, that’s particularly vulnerable to being manipulated.… READ MORE
I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. And my answer is always the same:
It depends.
It depends on how profitable you are, how much you charge per client, how much you’re willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business.… READ MORE
A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful.
And I took quite a different approach with my answer than the typical advice for growing a financial advice business.… READ MORE
Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy.
What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth?… READ MORE
One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of.… READ MORE
Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy.
Even making $300,000 per year isn’t enough to create a legacy for your family.… READ MORE
