What To Do Now To Ensure You’re Successful In Ten Years

Aug 18, 2025

Get ready to shake up your perspective on financial success! Young advisors can leapfrog decades of experience in just one year. Beware of lifestyle inflation that can sap your ambition. Discover why setting lofty goals, even if you miss them, can be more rewarding than playing it safe. Learn the art of calculated risk-taking for lasting rewards and the importance of building a solid foundation for future success. This podcast delivers insights to help you escape the comfort zone and thrive in the financial world!

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

INSIGHT

Break The Repeat-Year Trap

Years of experience often equals a repeated year of the same habits rather than real growth.
To be top-tier you must deliberately learn new skills and push beyond routine comfort.

ADVICE

Invest In Proven Marketing Assets

Invest in marketing assets you personally run and can prove with receipts and results.
Spend on strategies you know work rather than guessing or copying others' tactics.

ANECDOTE

Personal Example: Pool And Beach Goal

James set a summer goal to spend more time at the pool and beach than at home and achieved it.
He ties that freedom to the marketing assets and habits he built over time.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.

I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).

So, here’s the harsh truth:

You’re playing too small.

If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if.

Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business.

Listen now.

Show highlights include:

The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10)
What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)
The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35)
The single most important piece of advice that I wish I received when I was younger (10:05)
How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17)
Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47)
The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19)
Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)

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.