Why financial planners fail, or at least why don’t they hit the levels or targets that they set themselves. I want to talk to you about the five big mistakes. Five misconceptions that financial planners have when they got into the game and what’s stopping them from getting to that seven figure level. And these[…]
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Today we’re gonna focus on how to make sure that we reach each and every base camp as we climb our way up Relationship Mountain. We’re gonna do all our homework – all our prep for the journey by giving them a unique WOW experience before we even meet them. We’re gonna hit all the[…]
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Today I want to share a tactic that will dramatically improve your marketing engagement and encourage people to ACT on your marketing and your advice. See, we want to SHIFT your value – so instead of providing little to NO value… or fire-hosing people with too much or High value… we want to switch things[…]
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There’s a real danger in your financial planner marketing or when you meet with a new prospect… And that is if you do a great job of a post or video or Instagram story etc, you teach such great stuff that at the end, people say: “Hey – that was great. I learnt a lot.[…]
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