Proven Resources

Quick Hits

Quick Hits: Move the Ship! | Viable Niche | Recession Indicator Slump

https://youtu.be/qganYIiHEw8 Here are your Quick Hits: NAFA’s Guide to the DOL Ruling NAFA has come out with a new summary...
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Quick Hits: Only Reason They Pick You | Fast Food Inflation | Blaming Biden

Here are your Quick Hits: Fast food inflation compared to Listed inflation is WILD! What Advisers Need to Know Now...
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Quick Hits: Stop Saying Fiduciary! | NVDIA is off the Charts! | No-Show Fees?

Stop saying “Fiduciary!!” https://youtu.be/5Tp-fyii-zA Here are your Quick Hits: US Consumer Confidence Retreats in April I’ve brought this index up...
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Quick Hits: Recover Fast | Middle Class | The Food Court is Back

How do you grow fast as a Financial Advisor? Well, you need to recover fast. How do you recover fast?...
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Quick Hits: The One Thing | Destroying Wealth | Wall Street Doesn’t Know Retirement!

As an independent advisor there is one thing that solves all the other problems in your business… https://youtu.be/sA8Z5pZaN6g Here are...
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Quick Hits: NVIDIA Keynote Attracting Wealthy Investors Linkedin Marketing

FIA Report from 2023 Sales https://youtu.be/x_BGz3tpO80?si=mheXRYYfFe-VlTNl Here are your Quick Hits: Keynote by NVIDIA CEO Jensen Huang This interview is...
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Videos

New Marketing Funnels for Financial Advisors – Take Action Now!

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 marketing funnels. 🛠️Don’t wait for everything to be perfect, take the step and start moving now. 🚀It’s never going to be perfect, but you’ve got to start moving in order to steer that boat.

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The Top Reason Everyone Chooses Financial Advisors

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 receive, signaling that it’s the right time for them to seek financial guidance.
📧
Nurturing non-client contacts through consistent email communication is crucial for digital marketing success.

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Stop Saying Fiduciary as a Financial Advisor

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 some tests that you took tells you that you have to like H that really doesn’t tell me that you’re going to do the right thing right.” 💡 The need for financial advisors to explain the reasons behind their actions and decisions, rather than just claiming to do what’s best for their clients. 🧠 Honoring bids and treating clients right were ingrained in the speaker as a business owner, emphasizing the importance of integrity and customer satisfaction.

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Master The Art Of Rapid Growth As A Financial Advisor!

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 do all these things. But it’s all about how fast you come back. 🚀 Quicker mastery is the key to growing fast as a financial advisor. 👥 The way you navigate and manage your staff will directly impact your growth as a financial advisor. 🔑 The obstacle is the way, challenge yourself and recover quickly to grow in the financial advisor market.

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Articles

What is your E-mail List worth (This one is $75M)

We interrupt our Quick Hits for this announcement… YOUR EMAIL LIST IS WORTH A LOT MORE MONEY THAN YOU THINK! A lot of advisors up until COVID didn’t think their list was that important. Now they know it’s important, but they still don’t quite know what to do with it....
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Sunday Night QH: Unprecendented :: 401(k)s :: Remain Sane

Does anyone else feel like since sports are back the media has calmed down a little? Maybe it’s just me but it’s almost as if they are taking a little breather… “Phew, we don’t have to write as much now that ESPN has something to talk about! Let’s take a...
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Sometimes you need to cut it off…

The branch! I recently had the trees trimmed around my house and I knew I needed it done, but it wasn't until afterwards did I realize how much we needed it. Now we have better views out of windows and deck. We can see the front of the house from...
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2 Horror Stories…2 Quick Fixes

2 quick fixes to keep these true horror stories from happening to you… 1.      Buy your URL Name! http://daletenhulzen.com/  (if the site isn’t still up let me know. I took a screenshot) Our team came across this advisor’s website this morning when we googled his name… Could you imagine this happening to...
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S&P 500: Up 16% – 33% – 125%

“I don’t want to make any moves with the market down…” Have you heard that before? Pause and examine the data with me. Today (May 1st 2020) as I'm writing this, the S&P 500 is around 2830. Where was it one year ago, on May 1st, 2019? 2917. That means...
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Built Ford Tough

I've owned Ford F-150s my entire life. I love them! It was my second car that was handed down from my dad, to my brother, then to me. I've owned 3 others since and I've never had an issue with them. I've also never really used them to their full...
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