Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.

And so, they do the same old things expecting better results, then burn out in the process.

Here’s the good news:

If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau.

You might not like everything you hear. But if you implement it? Your life will look very different a year from now.

Listen now.

Show highlights include:

• 3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17)
• Why nothing stifles your business’s growth more than being busy (5:10)
• Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45)
• These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18)
• The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01)
• The “task batching” productivity hack that frees up an extra week each and every month (13:06)
• Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51)
• How to grow your business by growing yourself (22:27)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

As much as 99% of your marketing problems can be summed up in one sentence:

You’re taking the easy route and doing the bare minimum.

You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance.

Worst part?

I see more advisors falling into this irrelevance trap every time I log into LinkedIn.

And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice.

Listen now.

Show highlights include:

• The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15)
• If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58)
• 4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17)
• The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31)
• The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55)
• Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

One of the most common questions I get from financial advisors is, “How can I be more productive?”

The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).

But here’s the problem:

Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it.

But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode.

Listening today could add an extra 0 to your bank account down the road…

Listen now.

Show highlights include:

• This productivity hack that gurus won’t tell you has nothing to do with time (1:13)
• A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)
• The overlooked “ultradian rhythms” secret to extreme productivity (2:51)
• Why working more than 2 hours in a single burst makes your productivity suffer (3:11)
• 3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)
• This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51)
• How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)
• The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26)
• How to change your very identity to align better with your goals (14:39)
• Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25)

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

And since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.