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

• Are you duplicatable?
• Who do you hire first – Sales Advisor or Service Advisor?
• Are you able to double your lead flow?
• Do you have the processes dialed in to hire and train more support staff?

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.

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?

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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.
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Nurturing non-client contacts through consistent email communication is crucial for digital marketing success.

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.

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.