How to Become a Successful Financial Advisor


TJ works with a large wealth management firm, so we have kept his identity confidential at his request.

He had plateaued at $500,000 per year in production when we met. He was ready to get his desired results.

In this financial advisor success story, you will learn:

  • The exact script TJ uses to get warm introductions to his ideal prospects
  • A critical decision he made to leverage time and resources. As a result, he received four referrals in one month
  • What he did to change his mindset and increase his revenue
  • The financial advisor marketing plan that grew his business exponentially. As a result, he increased his income by 37% and was on track to hit $1,000,000 in production
  • What he did to get an affluent woman to call him and request a meeting (This is one of my favorite strategies!)
  • Why referral marketing doesn’t work (and what needs to change to make it work!)
  • What he did to change his inner game and foundation. As a result, his referrals and revenue immediately increased
  • How he was able to stop cold calling and replace it with a warm relationship marketing strategy
  • The one decision that changed everything (This is something anyone can do!)

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Related: How One Advisor Increased New Assets by $80 Million in One Year