Videos

4 questions you need to ask in order to scale effectively.

Financial Advisors! In order to make marketing work you can’t steer the boat until you turn the engine on… 🌊If you don’t start moving forward with your marketing funnel, you’ll just drift and end up going into the rocks. 🎯It’s important to be willing to spend time and effort to improve and succeed in your…

They are picking you because it is the right time for them.How do you make sure you are marketing to those people to be there at the right time? Are you being consistent?Are you nurturing your lists? ⏰People may choose a financial adviser when they start to actually listen and look at the mail they…

As a Financial Advisor your clients barely know what Fiduciary really means. The ones that do…just googled it and now are starting to doubt why you even used it in the first place. Quick Summary: “Do I really care as a retiree that you have to do what’s best for me because by law and…

How do you grow fast as a Financial Advisor? Well, you need to recover fast. How do you recover fast? Let me tell you. Growing fast as a financial advisor requires recovering fast from setbacks. 🔑 Embracing failure and learning from it is essential for the growth of a driven financial advisor. 🕰️ New things…