Last weekend, I jumped off a boat into 55-degree water to start the Escape from Alcatraz triathlon. The swim was brutal, the bike climbs relentless, and the sand ladder at mile 5 felt like punishment.
But at the finish line—cold, muddy, and exhausted—my wife and kids were waiting. Smiles. High fives. A reminder that the hard path is usually the right one.
It’s true in life. And it’s true in business.
Too many advisors avoid discomfort in marketing. They wait to be “ready.” But the ones who grow? They show up consistently, push through resistance, and earn trust in the trenches.
This week’s Quick Hits are for those ready to take the hard-but-right steps. 4 insights below to help you level up, lead better, and win in a market that rewards courage.
Make it a great week!
Here are your Quick Hits:
Six Lessons from the Wealthiest Clients
- Jovan Johnson outlines six habits of ultra‑wealthy clients: generosity, delegated teams, health prioritization, lifelong learning, avoiding lifestyle inflation, and owning income‑generating assets.
- Why it matters: These are behaviors you can coach—because clients can adopt them. It’s about mindset, not portfolio beat.
- ✅ Use/share/read because: Incorporate one lesson into client discussions this week. I recommend ‘growth through team’—help clients build structures that scale their lives.
Why Annuities Are Booming in 2025
- Annuity sales hit $434B in 2024—a 13% jump—driven by volatility, inflation, and Americans fearing they’ll outlive their savings. Growth is shifting toward indexed products; tech (AI/blockchain) is improving transparency.
- Why it matters: Retirement security remains top of mind. Annuities are back in spotlight—but clients need clear guidance through the complexity.
- ✅ Use/share/read because: Perfect teaching moment: share in your next newsletter or video to simplify why annuities are trending—and which ones fit your clients.
AI & Social Selling: 2025 Marketing Trends Financial Advisors Can’t Ignore
- Financial advisors in 2025 need AI-powered personalization, social selling, and trust-based branding. AI uncovers insights and segments audiences, while thoughtful social content (short video, posts) builds authority online.
- Why it matters: Your clients expect relevance and authenticity. AI gives you scale and precision; social builds genuine awareness.
- ✅ Use/share/read because: Start using AI tools to tailor your outreach, and post at least one social selling piece this week—short form, thoughtful, consistent.
Client Communication During Market Volatility
- During downturns, consistent communication anchored in empathy, education, and reassurance boosts client trust. Identify triggers (like sharp drops), prepare messaging templates, and schedule outreach before anxiety peaks.
- Why it matters: Clients may stray during volatile markets. Staying ahead with structured, empathetic communication builds loyalty.
- ✅ Use/share/read because: This week, prepare a “volatility playbook”—define who, when, how you’ll reach out when markets shift.