7 Things Successful Financial Advisors Have In Common

Dec 30, 2024

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I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.

I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don’t share anywhere else about marketing and business.

And you know what?

From these tens of thousands of conversations, I’ve discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever.

Do you have all 7?

Listen now to discover the 7 things successful financial advisors have in common.

Show highlights include:

The sneaky way obsessing over ROI can tank your marketing results (4:43)
Why asking more questions in your personal life can unlock consistent growth in your business (even if your questions have nothing to do with business) (8:49)
The #1 most effective thing I have ever seen for getting more clients and building a better business (9:38)
How to hire the world’s best “closer” for prospective clients without paying an extra penny for appointments set (10:42)
Why developing a golf, tennis, or Jiu Jitsu hobby this year can make you the most successful advisor in your area by 2026 (13:39)
My theory for why introverted financial advisors tend to be more successful than extroverted ones (16:25)
Why your brain wants to sabotage your success—and how to stop it before it’s too late (20:07)
3 of the most deadly defense mechanisms that will trick you into staying in your comfort zone instead of adding an extra 0 to your bank account (20:21)

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