Aug 29, 2022
Your productivity as a financial advisor directly impacts how much money lines your pockets each month.
While that sounds like good news, here’s why it’s not:
Many financial advisors I’ve coached were allergic to organization. It’s nothing but a boring waste of time to them. But that’s only because they don’t understand this obvious truth:
The more organized you are, the more productive you become, and the more money you can make as a financial advisor!
Sure, organizing your desk isn’t as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind.
In this episode, you’ll discover 8 easy ways to become more organized (even if you’re a naturally unorganized person).
Ready to “nuke” your competitors by becoming more organized? Listen now.
Show highlights include:
- How to increase your income simply by organizing your pantry (0:52)
- The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27)
- Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35)
- The obvious, yet overlooked trick for landing more clients from your online ads (8:51)
- The “8 Forms of Waste” system used to streamline factories that helps you shower in cash as a financial advisor (10:37)
- How to deliver better results for your clients by giving them less value (14:58)
- The sneaky way to boost your teammates’ productivity by simply being their friend (17:53)
- Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html