If you want a wildly successful business, you need consistent, predictable processes in every action you and your team take. You want systems that allow you to control the client experience, communication standards, and team tasks. In this three-part series, I'll cover three big topics that go along with bringing systems and processes into your business.
read moreCategory: Business Success
3 Major Lessons I Learned During My First Few Years
In my first few years in the business, I learned more than I ever thought possible. More importantly, I was able to take the tough lessons and turn them into fuel that helped propel me to some pretty incredible levels of success. No matter where you are in your business journey, these 3 major lessons I learned as a financial advisor are easy to apply and use right now.
read moreWhy Advisors Need to Go Beyond Investment Advice
I recently wrote a few articles about what your clients are most drawn to, and how risk management makes you a better advisor. This recent article from FA Magazine echoes my earlier messages, and goes on to explain a little more about what your clients are looking for in you (their advisor) during these turbulent times in the global market.
read moreHow to Take Time Off and Still Grow Your Business
When there’s uncertainty in the world and in the markets, the stress of being a financial advisor can feel overwhelming. Not only are you trying to care for your clients and your...
read more5 Reasons Your Marketing Isn’t Making You Money
We all come into this profession with high hopes of building our business, but many advisors struggle to make that dream a reality. The right kind of marketing can deliver a steady, predictable flow of qualified leads, while the not-quite-right kind of marketing can deliver nothing but frustration. Here are 5 reasons why your marketing isn't making you money.
read moreClosing with Risk: Bulletproofing an Inheritance
While the title mentions bulletproofing an inheritance, we’re not going to cover the technical aspects of how. Rather, I’m going to show you how that conversation will help you close prospects like...
read moreWin Clients with Risk Management NOT Investment Planning
If you asked a hundred people on the street what a financial planner does, the answers would be overwhelmingly skewed towards the "investment management” side of the spectrum. This isn't necessarily false, but highly successful financial planners focus elsewhere first.
read moreWhat Exactly is a Business That Grows Itself?
In all my messaging, my book, my webinars, and my conversations with advisors, I'm always discussing the ultimate goal of having a business that allows you to serve more clients, make more money, and have more freedom – and having it do all that with as little of your involvement as possible.
read moreWin Female Clients by Not Losing Them in the Beginning
Have you ever been ghosted? You had a great initial prospect meeting but you never heard from them again? Maybe it was because you left an important influencer out of the discussion. Did you inadvertently leave out the woman, not realizing the influence she maintains in the relationship? I am going to tell you how to win over female clients by not losing them at the onset.
read moreBetween Now and Success Podcast
Steve Sanduski invited me to be a guest on his Between Now & Success podcast, and it was wonderful to share my story with his audience. This is still the #1 MOST POPULAR EPISODE on his podcast! In our time together, I share what I did to overcome the obstacles laid out before me so I could build a seven figure firm.
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