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Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy.
Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news:
If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode.
Best part?
Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures.
Listen now.
Show highlights include:
- The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41)
- The “add, not replace” method for boosting your conversion rates and doubling or tripling your business (4:13)
- How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50)
- Why advisors who haven’t figured out how to convert more clients per hour will never make $500,000 a year (7:07)
- The weird way to grow your business faster by firing some clients (11:50)
- The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29)
- The “broken slot machine” secret only advisors who make 7 figures a year use or even know about (14:49)
- Why doing a distraction audit can triple your productivity by this time next week (20:41)
Related: Client Acquisition Secrets for Financial Advisors: Data Insights with Michael Kitces