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It shocks me how many financial advisors struggle with their own finances.
If you struggle with your own money, how do you expect any clients to trust you with their money?
But that's the unfortunate reality for far too many advisors. That's why I recorded this episode.
I'm going to show you how to force yourself to make more money.
Listen now.
Show highlights include:
- Why being psychologically congruent gives you an unfair leg up over almost every advisor you'll compete against (2:04)
- The neglected "circulation" secret for almost magically filling your pipeline with highly qualified prospective clients (3:30)
- How your friends and family might be keeping you broke (and what to do about it) (6:33)
- A simple formula any financial advisor can follow to double or even triple their income (11:54)
- How research and planning only delays your wealth (and may sacrifice it completely) (14:12)
- How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12)
Related: Why Your Clients Say ‘No’—and What They’re Really Afraid Of