Your business isn’t where you hoped it would be by now. Have you asked yourself why? If you’re like most experienced advisors I talk to, it isn’t because you don’t know what to do. You’ve been in the business for years. You’ve been to the conferences. You’ve read the books. You could probably teach the
It happens to most advisors. You start out struggling to find anyone who’ll invest with you or buy insurance from you. Then, because you stick with it, something clicks. Your business gains traction. Three-thousand-dollar months become $10,000, then $15,000, then $20,000. And then you hit a wall. One month, $20,000. The next, $8,000. Then $18,000,
The $20,000 Month That Isn’t Followed By Another One Read More »
In one of the Facebook groups where I serve as a group expert, I keep seeing posts like this one: “If your business isn’t growing, the only person who can help you is a top producer!” It’s not true. As a sales trainer, advisor success coach, and practice development consultant with 25+ years and
I’ve lost count of how many times a financial advisor has looked at me with exhausted, shame-filled eyes and said some version of this: “I would be so much more successful if only I had a better work ethic… if I were more committed… if I could just stop sabotaging myself.” Every word of
You’ve just spent 90 minutes with a couple who seemed genuinely interested in working with you. Then one of these things happened: You found out that they have no money to invest, or they weren’t serious about buying insurance from you, and you’ve just wasted a lot of time with them; or You set
Anita’s hands were visibly shaking as she talked about preparing for her next client review meeting. A successful advisor in her mid-thirties, she wasn’t happy about how slowly her business was growing, and she knew exactly what she should do: ask for referrals. But, she explained, every time she tried, the words stuck in her throat. “What
