Success + Money + Mindset

Ep. 75 - The 4 Mistakes Advisors Make – That Keep Them Working Hard & Making LESS

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Before we dig in, this episode is sponsored by my FREE Training for Financial Advisors: The 4 Components to a Bulletproof Prospecting System! 

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Alright, onto the episode!

Today, I’m sharing 4 Huge Mistakes I see Advisors make – and these mistakes are what keep them working hard, making less, and playing small!!

Ready for the 4 mistakes?

  1. They let their energy get eaten up by back end activities… instead of focusing on their zone of genius (revenue generating activities.
  2. They rely entirely on a 1:1 outbound marketing strategy… vs a 1:MANY or INBOUND marketing strategy.
  3. They think casting a wider net will get them more clients… when in fact it does the OPPOSITE!
  4. They confuse being uncomfortable with being out of alignment

    5. Oh, and here’s a BONUS Mistake! #5: They don't realize there’s a difference between SALES and MARKETING. 

    And #5 such a big mistake, that I even decided to record an entire Podcast around it! Check out my NEXT Podcast coming out - Episode 76 to dig in!

    I’d love to hear what you think! Follow me on IG → @thefinancialadvsioracademy and send me a DM with any ah-ha’s or revelations!

    ILY!!

    Scottie

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    Success + Money + MindsetBy Scottie Taylor Jr
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