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June 9, 2025 20 mins

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences. 

Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do. 

But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business. 

They’re far more fundamental. And thus, less sexy. 

But here’s what I can promise you: 

If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner. 

They’re that effective, but only if you actually do the work and implement them. 

Listen now. 

Show highlights include:

  • 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49) 
  • Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12) 
  • The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30) 
  • Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59)
  • Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43) 
  • Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38) 

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. 

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. 

 

Mark as Played

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