Increasing Revenue – An Interview with Todd Kelley. Today, I interview a producer that was able to double his quarterly revenue and then his annual revenue in one year. If you want to learn the step by step of increasing revenue, you will love this interview! He also shares some insight that will help you […]
Grow Your Business – an Interview with Oscar Alvarez – Ch116 –
In this episode, Grow Your Business, I interview a producer that increased his revenue last year by 72%. Most financial advisors and consultants share lead generation is hard – really hard. When you are using an antiquated model that includes chasing clients instead of attracting them, it can be very difficult to gain momentum. Today, […]
The Success Principles – An Advisor Conversation with Angela Dorsey | Ch113.5 –
In The Success Principles, Angela Dorsey, fee-only advisor and financial advisor to women and couples, shares what her insight to achieve success. Specifically, what she has done to gain clarity, master focus, get more affluent clients, and increase her revenue by 31%. In today’s episode, you will learn the exact steps to create a successful […]
How To Handle A Difficult Situation | Ch108.5 –
Unprecedented Opportunity or Nightmare Crisis: How To Handle A Difficult Situation Recently, I had a conversation with a producer who wasn’t achieving his goal. He wanted advice on how to handle this difficult situation. He wanted to: Earn more revenue, attract ideal, affluent clients, increase the number of referrals, and grow his business. I asked […]
Create Your Master Game Plan –
Today, we will discuss: How to Create Your Master Game Plan. To effectively Create Your Master Game Plan, it must include a winning formula. An effective Formula includes three key steps: 1. Create a Solid Foundation Your Foundation is your inner game. It includes your Worth Barometer, setting goals, identifying your values, and meeting your […]