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Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth.
But the cold, hard truth is that most financial advisors have no clue about how to get there.… READ MORE

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months.… READ MORE

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment.
Think you could add an extra $20k, $50k, or even $100k to your income?… READ MORE

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half.… READ MORE

Your productivity as a financial advisor directly impacts how much money lines your pockets each month.
While that sounds like good news, here’s why it’s not:
Many financial advisors I’ve coached were allergic to organization.… READ MORE

Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts.
What’s this personality trait?… READ MORE

If your marketing materials aren’t as effective as you’d like, I have good news:
A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains.… READ MORE

If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.
But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.… READ MORE

There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients.… READ MORE

If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.… READ MORE

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