Main Team Advisors!
This is the time of year when distractions creep in—new ideas, new tools, new “opportunities.”
Don’t fall for it.
August through October is not the time to experiment. It’s the time to stay focused, execute the game plan, and double down on what’s already working.
The next 60–90 days will define how you finish the year. Let’s make it count.
Here are your Quick Hits:
“More Afraid of Going Broke Than Dying”
Kiplinger: Why More People Fear Going Broke in Retirement Than Dying
Takeaways:
- 64% of Americans say they’re more afraid of running out of money in retirement than dying — up from 57% last year.
- Confidence in Social Security, Medicare, and the market has all dropped.
- Only 23% have talked to a financial advisor — a huge opportunity.
- Use this stat in your next seminar, email, or social post to spark urgency and position yourself as the solution.
“The Housing Squeeze is Real”
Visual Capitalist: The Decline of U.S. Housing Affordability (1967–2023)
Takeaways:
- In 1985, the median home cost 3x the average income — today it’s nearly 6x.
- Even adjusted for inflation, housing has never been less affordable.
- Use this chart to frame retirement conversations: “Is your home helping or hurting your retirement plan?”
- Great for radio, workshops, or one-on-one planning meetings to lead into downsizing, reverse mortgages, or optimizing equity.
“What Advisors Can Learn from Coca-Cola”
Simplilearn: Coca-Cola’s Marketing Strategy
Takeaways:
- Coca-Cola doesn’t just sell soda — it sells emotion, consistency, and global reach.
- Their secret? Hyper-local marketing (remember “Share a Coke”?) + unforgettable brand identity.
- Advisors can steal this playbook: clarity of message, emotional connection, and omni-channel delivery
- If your brand isn’t clear, consistent, and compelling — your marketing won’t convert, no matter how much you spend.
“You Don’t Have a Time Problem — You Have a Focus Problem”
Hormozi: Most Business Owners Have a Focus Problem (Ep. 934)
Takeaways:
- Hormozi says most business owners aren’t short on time — they’re just distracted by too many good ideas.
- Focus isn’t about choosing between good and bad, it’s saying no to good so you can go all-in on great.
- Advisors constantly bounce between new marketing, products, and projects — but usually don’t stick long enough to see real results.
- Use this to challenge your team (or yourself): “What’s the one thing we should double down on for the next 90 days?”