Updated November 6th, 2023. Today in How to Network Like a Millionaire, you will learn: Tips to expand your network. How to build strong, valuable connections and deeper relationships. The “new business norm” reduces our ability to meet new people in person. In this episode, we dive into three critical steps to help you grow your […]
The Simple Business Plan – Ch172
Updated October 26th, 2023. Today, you will learn how to create a simple business plan that produces results that will help you attract and serve more ideal, profitable clients. What is a Simple Business Plan? In essence, a business plan is a detailed document that communicates the goals and ambitions of your advisory business, along with the […]
Holiday Marketing Ideas, Tips, and Strategy – Ch120.5
Updated October 23rd. Holiday marketing is important because it lets you stay connected with your ideal prospects and clients. It is also useful for getting your message heard during a time when most people are busy with the holidays. Keep in mind you’ll also be competing with: Holiday promotions Season and holiday sales Holiday deals […]
Holiday Marketing Ideas That Work – Ch156
Updated October 9th, 2023 The Power of Relationship Marketing Learn insights and ideas that work during the holiday season to help you better connect with your prospects and clients. Relationship marketing is essential because it allows you to connect at a deeper level with those you want to serve in the future and those you […]
Profitable Niche Markets For Financial Advisors
Update September 25th, 2023. Today, you will gain insight into some of the most “Profitable Niche Markets” available for you to serve. While there are hundreds of profitable niche markets, it is critical that you take the time to select one you love serving. This is a critical decision as you will spend a lot […]
How to Be a Successful Financial Advisor | Ch203
Updated September 12th, 2023 While there are several hundred thousand financial services professionals, most struggle and fail to become successful financial advisors. Among the thousands of advisors I have coached, the super-successful have several common traits. Specifically, they have a/an: Financial advisor marketing plan Strategy that focuses on the key activities that grow their business […]