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Organization is no sexy topic. But it’s essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying.
If you’re not organized, you’ll lose prospects, repel your clients and never feel the freedom you became an advisor for.… READ MORE

If you want to improve, you need to know what you’re bad at and how to do it better. But in business, your strengths and weaknesses aren’t always clear—you don’t know why a client left, a prospect ghosted you or a referral source dried up.… READ MORE

As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals?
If you tend to fall short of your goals, don’t worry.… READ MORE

You’ve probably heard about content marketing before while researching marketing strategies to bring in more clients.
But one big problem is: Many entrepreneurs create content just to create content—NOT because it’s actually useful.… READ MORE

If you could sum up every financial advisor’s dream state of their business, it would probably sound something like this:
“Make more money in less time”.
The easiest way to do that is to get someone else to do some of your work for you.… READ MORE

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about.… READ MORE

If you’re a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you.
But if you’ve tried to find a niche, you’ve probably realized: It’s not as easy to find people who have enough money to invest and aren’t already bombarded with emails, phone calls, letters and postcards by your competitors.… READ MORE

Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays.
You want to do what you enjoy, spend time with friends and family and feel free.… READ MORE

Whether 2019 was your first year as a financial advisor or your tenth year, you’re probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life.… READ MORE

If you’ve been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won’t cut it.
Because the best, richest and happiest financial advisors have raving fans.… READ MORE

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