Today, you will learn how one advisor went all-in with women and couples (even millionaires) and was able to increase his revenue by 72% last year.
If you want to know how to get more affluent clients and how to grow your business fast, you are going to love Annette Bau’s conversation with Oscar Alvarez.
Oscar is living proof that you don’t need money, affluent connections, or special powers to get your share of the affluent women and couples market. You simply need a dream, a process, and the willingness to serve – the rest is history.
In TMI Episode 116: Grow Your Business Fast with Oscar Alvarez, he shares exactly what he has done to create a winning formula. We will dive into foundation, strategy, and execution.
After graduating from the United States Military Academy at West Point, earning his Masters of Science in Education from Old Dominion University in 1993, and spending time on a mission in Uganda building orphanages for children with his family, he shifted his attention to finding solutions and assisting families with their financial goals. Now a Certified Divorce Financial Analyst (CDFA), he is committed to supporting and advocating for those who are getting divorced.
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In today’s episode, you will learn:
#1: The Planning Process
Having an organized process is critical to success in your advisor business.
#2: Shifting Your Beliefs
The vast majority of advisors, consultants, and entrepreneurs believe you must be wealthy, connected, or just plain lucky. Oscar is proof that is not the case.
#3: Why Chasing Prospects Doesn’t Work
Most service providers continue to chase clients and struggle. In this conversation, you will learn why this doesn’t work and what does.
#4: Creating A Work-Life Balance
Many advisors and entrepreneurs are consumed by their business. Today you will learn how Oscar created a better balance and boundaries.
#5: The Power of Research
One of the most powerful strategies to successfully work with affluent clients is finding out everything you can about them.
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Learn more about Oscar Alvarez here: Pathway Financial Planning
Here is the link to watch today’s episode: How to Grow Your Business Fast
To Your Happiness and Success!