This week I was fortunate enough to attend the Transformation Sales Teams with BOSS Retirement,  Rory Vaden and 50 AE offices that are looking to scale their business as well.

It was an incredible training and if you missed it, check out the resources already up on iAdvisor HERE! (Recordings will be up in a few weeks)

A few great nuggets that I took away:

• Salespeople get by on too much personality and not enough on processes. If you build great processes, then you won’t be overly dependent on amazing people. If you want predictable revenue, then you need to build systematic processes.
• Rory Vaden – “Automation is to your time as Compound interest to your money.”
• “Simplicity is the ultimate sophistication”
• Solid idea: Have every employee look through their phone and social media to see if they can come up with 2-3 names each that could be good fit to be your next employee or advisor.

Holler at me or one of your coaches if you’d like to run through the notes from the meeting!

Here are your Quick Hits:

MARKETS Prediction Consensus: What the Experts See Coming in 2022

• “Based on the hundreds of predictions we analyzed, the general mood can be described as cautiously optimistic.”

John Maxwell Video – A lot of Assumptions become the mother of all mess ups.

• I thought this video was timely coming back from the Transformation sales team as leaders we tend to assume what our team wants and needs.
• “Start asking questions, listen well, and you will find everything you need to know to lead well.”

The Stock Market Hasn’t Looked This Cheap in Nearly Two Years

• “Although major indexes are still hovering near record levels, a punishing January selloff in technology and other growth stocks brought valuations down closer to historical norms.”
• “Worries about how quickly the Federal Reserve will raise interest rates and how the economy will respond have made investors cautious about calling a bottom to the selloff.”

Top 5 Drivers of Advisor Growth in 2022

• I like #3 the most: Get Savvy About Ratings and Reviews
• “In any industry, we all know you can’t please some of the people any of the time. So the more reviews become mainstream for advisors, the greater the chance they all won’t all be sterling and positive and advisors will need to learn to manage this.”

Make it a great week!