Professional Coach helping finance industry professionals GROW their skills & income. UHawaii grad, world traveler, former Aussie -I love culture, wine, & life
🎯 #FinancialAdvisorLifeStylePractice - Do you have the right Ideal Clients? The right client for your lifestyle practice as a financial advisor is not necessarily the wealthiest. Read more: https://t.co/TRr0cHygtk
🎯 #FinancialAdvisorLifeStylePractice - Do you have the Right Marketing Plan to access the right potential clients? ✅ It’s important to obtain recognition with your Personal Brand that sets you apart. That begins with a quality marketing plan.
🎯 Next: Read The Blog
🎯 #FinancialAdvisorLifeStylePractice - What do you need to run a lifestyle practice?
✅ Defined Work Hours
✅ Unplug from Work
✅ Set Boundaries
A healthy work-life balance begins and ends with boundaries.
🎯 Next: Read The Prosperous Advisor Coaching Blog
🎯 #FinancialAdvisorLifeStylePractice - The Goal of a Lifestyle Practice: Work-Life Balance.
Achieving a work-life balance is the goal of most lifestyle practices. This is crucial to financial advisors as many of us show signs of burnout early in a growth-centric career.
🎯 #FinancialAdvisorLifeStylePractice - This is a Lifestyle Practice:
✅ Instead of focusing on exponential growth, you are cultivating a business where the environment is directly tied to your preferences, minimizing overhead while maximizing profits, integrating personal needs.
🎯 #FinancialAdvisorLifeStylePractice
✅ Building a lifestyle practice as a financial advisor offers many benefits. This business model empowers financial advisors to thrive inside a well-operating practice while also balancing out the enjoyment of a personal life.
🎯 #FinancialAdvisorSuccess - How do you maximize your earnings as a Financial Advisor? ✅ Well, it depends on where you want to be in 10 - 20 years.
🎯 Next: Read my blog post from The Prosperous Advisor Coaching Blog: https://t.co/0EeSjYo5Bh
#FinancialAdvisorCoaching
🎯 #FinancialAdvisorSuccess - What is the financial advice outlook, despite the robo-advisor movement? There will be a “12.8% employment growth for financial advisors between 2022 and 2032.” So advisor jobs are not going away anytime soon.
🎯 Next: Read The Blog
🎯 #FinancialAdvisorSuccess - How do you maximize your earnings as a Financial Advisor? Everyone wants to know how to eclipse that $100,000 threshold and start earning “real money.” Sorry to say, there is no 100% effective way to do this.
🎯 Next: Read The Blog
🎯 #FinancialAdvisorSuccess -How much do Level 3 Financial Advisors earn? Are you a level 3 financial advisor? If you are, congratulations!!!! You have made it to ELITE ADVISOR STATUS.
🎯 Next: Read The Prosperous Advisor Coaching Blog
🎯 #FinancialAdvisorSuccess - How much do Level 2 Financial Advisors earn? Are you a level 2 financial advisor? If you are, I am happy for you! At this income level, you will be able to live a wonderful life.
🎯 Next: Read The Prosperous Advisor Coaching Blog
🎯 #FinancialAdvisorSuccess - How much do Level 1 Financial Advisors earn? Well, it’s definitely higher than $100,000 (after 5 years experience). But what is the range? In the 19 years I have been coaching advisors, around 60% earn at this level.
✅ What is the earnings range?
🎯 #FinancialAdvisorSuccess - How Much Do Experienced Financial Advisors Earn? Let's explore income levels financial advisors.
In my posts this month, I will:
✅ Discuss the 3 income levels
✅ Tell you What it takes to get to each level
✅ How to get to the next income level
🎯 #Success2024 - Are you Ready for 2024?
✅ Studies show that few people can improve their earning potential and life satisfaction without the help of an outside expert. Thankfully you've found me!
✅ I have 19 years' experience coaching finance and investment professionals.
🎯 #Success2024 - Are you Ready for 2024? Hit the road running! 2023 is coming to an end. Pretty soon we will be in the New Year. Successful people know how they got where they are and how to get where they want to go: it’s by:
#7 - COMMIT TO MAKING 2024 GREAT!
🎯 #Success2024 - Are you Ready for 2024? Hit the road running! Be intentional with what you want to achieve in the New Year. This means writing a Marketing Plan to help you grow your firm.
#6 Develop a Marketing Plan
✅ What are your detailed plans for growing your firm?
🎯 #Success2024 - Are you Ready for 2024? Hit the road running! To achieve in a bigger way, we must be strategic. Strategy simply means to analyze what we’ve done to determine what we want to do next.
#5 - Plan 2024 Strategies
✅ What can you do to become more strategic?
🎯 #Success2024 - Are you Ready for 2024? Create momentum; decide what you most want to achieve in 2024.
#4 - Create 2024 Big Goals
✅ Is there a new service you want to offer?
✅ Is there a new Target Market you want to attract?
🎯 Next Read Prosperous Advisor Coaching Blog
🎯 #Success2024 - Are you Ready for 2024? Hit the road running! We celebrate in order to confirm our hard work and our desire for even more success.
#3 - CELEBRATE SUCCESS
✅ Are you someone who celebrates your successes?
🎯 Next: Read The Prosperous Advisor Coaching Blog
🎯 #Success2024 - Are you Ready for 2024? Hit the road running! Well, we need to close out of the current year and get it behind us.
#2 - CLOSE OUT 2023.
✅ End of year planning is about looking in the rear view mirror
🎯 Next: Read The Prosperous Advisor Coaching Blog