Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive.
One of the reasons: Most people waste time.… READ MORE
If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don’t get results, you might as well throw your money in a barrel and burn it
Financial advisors who run profitable ads have an unfair advantage.… READ MORE
People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don’t know how to get there. Business is much the same.
Most financial advisors never reach the success they envisioned when they started their businesses.… READ MORE
Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren’t as great as they sound.
If you’re not careful, referrals will kill your business and have you searching for a new job.… READ MORE
If you want more clients, you need more prospects. But if you’re talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom.
The truth is: You need fewer prospects than you might think to live your dream life.… READ MORE
You’ll make more money serving wealthy people than any other clients. But if you’ve never met a millionaire, you probably don’t even know where to start meeting them.
But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective marketing.… READ MORE