In our last post, we dove into Part 1 of Why Financial Advisors Fail. By getting in the driver’s seat of your life, you will dramatically increase your odds of success. Now that you understand how the brain works, we will cover part 2: “Why do so many financial advisors fail?” Specifically, we will review […]
Why Financial Advisors Fail in Achieving Their Goals – Part 1
While it is true that the vast majority of financial advisors fail, today’s article is focused on advisors who make enough money to survive but fail to achieve their goals. Before we dive in, let’s review why most financial advisors fail. If you look at the corporate model of most financial services firms, their business […]
7 Financial Advisor Prospecting Ideas – Ep201
There are a variety of financial advisor prospecting ideas you can effectively use. Today, we will dive into the best prospecting ideas for financial advisors and money coaches. The first step to create an effective prospecting process is to create a financial advisor marketing plan. Secondly, you need to identify your target audience. Specifically, define […]
3 Strategies to Grow Your Prospect List | Ep191 –
3 Strategies to Grow Your Prospect List for Financial Advisors, Wealth Coaches, and Financial Consultants Today, you will learn the wealth coach and financial advisor lead generation strategy to grow your prospect list in three easy steps. Early in my career, I realized that to succeed you had to master lead generation and that requires […]
Elevator Pitch Script | Ep183
Elevator Pitch Script – What to Say When Someone Asks You What You Do Today, you will learn how to respond when a prospect or acquaintance asks you what you do. Early in my life, I became interested in the mind and how it reacts to new information, as well as established hard-wired habits and […]
Working With Women and Their Partners – Ep182
Updated September 26th, 2023 Most financial advisors want to serve affluent women and their partners. To do so, the first step is to learn the insights of working with women. Today’s women demand more and want an advisor who understands their situation, goals, and dreams. And unlike women of the past, they leave advisors who […]
