My Advisors prospect stopped responding. 𝐍𝐨𝐰 𝐡𝐞 𝐟𝐞𝐞𝐥𝐬 𝐛𝐚𝐝 😞 (MAJOR plot twist at the end 👇) He's second guessing everything. Advisor: "𝑊ℎ𝑦 𝑑𝑖𝑑 𝑡ℎ𝑖𝑠 ℎ𝑎𝑝𝑝𝑒𝑛?" "𝑊ℎ𝑎𝑡 𝑑𝑖𝑑 𝐼 𝑑𝑜 𝑤𝑟𝑜𝑛𝑔?"​ Often times, you did nothing "wrong" I crafted a "break-up" email for my advisor and the prospect responded in 9 minutes with this..... "This is one of the best emails I've ever received" "I am terribly sorry for being unreachable. I look forward to the opportunity to talk with you soon" I'm not saying you should work with me ↳ what I am saying is every advisor should be working with a coach of some kind Every elite athlete on the planet works with multiple coaches for a reason If you're ready to have a 15 minute chat, ↳ I will share my break up email with you This email alone will revive 80% of the prospects that are ghosting you

I was reading my daily James Pollard email the other day (I know quite a few that frequent here know of him, or are members of his inner circle) on Advisors being in denial about what's coming with AI. Notwithstanding how much I despise the term AI (I've actually worked in the data analytics industry and have done some smaller scale Machine Learning, and worked with many who are experts in this space, so my opinion is probably a little more educated that most on this), it keeps hanging with me James' comment on saving ~15 hours of work a week through ChatGPT. My questions: - how are those here using this, and similar technologies, to reduce time spent on mundane tasks? - would it be worth organizing a sub-group within this space to figure this out (say a set of recommendations for advisors on how to use this stuff to help their growth)? For the 2nd question, if there is enough interest, I'd be willing to spend some time on this as part of a working group, to figure out how to best use these technologies to support and grow a practice. Comment away

The Japanese secret to CANI "Constant And Never-ending Improvement" Apply ‘Kaizen’ to your business, career, and life:

Subtle right? This is something that I'm working on for a bigger social media post. Heck, maybe even an e-book or upcoming CAA session. We are inherently dopamine addicts, more so today than ever. But here's why dopamine sometimes turns us into DOPES. I happens to me daily. It's difficult to avoid. Dopamine is most notably involved in helping us feel pleasure as part of the brain's reward system. That's good right? Not always. Why is that? Because we can get virtually the same "hit" from saying we are going to do something as we would from actually doing it. It's the same as eating a "Big Mac and fries" when you're hungry. YES, It's quick, easy and satiates the immediate hunger BUT it's empty calories, ( lack of essential nutrients, and does no good for you body.) We all know that a meal prepared at home with wholesome ingredients is going to be much, much better for us. Good calories from fats, protein, carbohydrates etc. This is exactly why we created this community. We've seen hundreds and hundreds of financial professionals buy expensive sales, marketing, and coaching programs. Some good and some bad. These platforms and programs are fairly generic. Usually geared towards B2B - Saas sales The main reason very few advisors get any value from these programs is because they don't do the work, excuses start pouring in and they quit. Quitting becomes a habit. I'm too busy. This is more work than I expected. I'll start it next week. I don't think this will work. Sound familiar? What is missing is a sense of community. Little or no accountability or encouragement. Not enough transparency about the Good, the Bad and the Ugly of our industry. THE SOLUTION Start showing up. Participate. Share ideas. The BOTTOM LINE: You can make excuses or you can make money. You can't do both. If you agree, post ALL IN.

Hello everyone. I’m away tomorrow and won’t be able to make this session.