If you’re like most financial advisors, you didn’t start your business for the money—you started it to live and work on your own terms.
Although freedom is the most common goal of financial advisors, it’s the least common reality. Many work into the AM, never feel done and don’t even see appropriate results for all their hard work.
If that’s you, today’s episode is for you. Because you’ll find out how you can take time off (without checking your phone every 3.5 minutes) and claim the freedom you started your business for.
That way, you’ll become a successful advisor who gets respect from clients and peers for playing by his own rules.
Show highlights include:
- The biggest reason financial advisors don’t have freedom (this has almost nothing to do with marketing—and everything to do with priorities). (7:30)
- How to identify “business” activities robbing you of your time and freedom without making you any richer. (8:40)
- The free software you can use to evaluate whether you’re spending your time the right way. (11:30)
- Why “hustling” and “grinding” is useless–and how to do the opposite instead. (14:30)
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: