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

Contrary to what you were taught in "sales training 101", the most effective way to earn someone’s trust is NOT by treating them the way YOU would want to be treated, but by treating them the way THEY want to be treated. If you understand the emotional drivers that influence your prospect, you can adjust your communication style to resonate with their needs. There are 3 types. "Accommodators" are focused on building relationships and earning approval. On one hand, they’re easy to speak with. On the other hand, their desire to be liked causes them to say “yes” without planning for the “how.” Challenge: They will say yes to a meeting and then ghost you. "Assertive" types are informal. They like the feeling of being in control, need time to articulate their point of view, and tend to be abrupt. Challenge: You may feel like you're arguing with them Analysts are doubtful, quiet, and slow to trust. They’re data-focused and have trouble making decisions in the moment. They will need time to process new information Challenge: We want a quick decision but pushing them will only push them away. If you can identify your prospects style, you can anticipate their natural reactions and communicate more effectively, a skill that will make you more likeable and increase your influence.

This strategy is what I teach my advisor clients to do and it works amazingly well. No one like's to attend "meetings" so STOP booking "meetings". Instead book "conversations, chats or sessions". 1. Compress time: Book sessions within 48 to 72 hours. This provides less time for prospects to forget why they wanted to meet you in the first place. 2. Automate: When you send the invite, it should automatically populate their calendar. 3. First touch: Immediately after the call, send a communication thanking them and itemize what problems they want solved.Bonus: send them something of value. (ex. retirement calculator, savings strategies, articles of interest) 4. Second touch: Between initial call and session. Inform them you've been working on their plan and identified several areas where you can help. Tell them you're excited to share this information and it will "be a game changer", or whatever phrase will peak interest. Make sure the prospect understands this is a "can't miss session".Let them know the WHAT, but never the HOW." I will show you how to save $2,327 in taxes every year. I'm excited to go over the details at our session" 5. Third touch: Reminder the day before along with the date, time and web link if it's an online session. Keeping the timeline tight, keeping them excited and remaining top of mind will ensure that your prospects show up.

The most underrated niche can be the most lucrative Instead of focusing on professions (lawyers, doctors, business owners) Niche down to a specific company or organization 12 Biggest U.S. Companies can be found in the graphic How to do it (example: Amazon) Rebrand your LinkedIn profile, website, and online assets to “Amazon Advisor" Find → online groups → websites → forums ↳ where Amazon employees hang out Learn → how they talk → what their concerns are → what problems they want solved Run campaigns on LinkedIn for Amazon managers and executives Turn your first 3 Amazon clients into case studies and gather testimonials Incentivise your Amazon clients to ↳ send you referrals of coworkers they’re close with Create content that’s specific to helping Amazon employees build wealth You will become the authority when it comes to Amazon employees You will know their benefits and severance packages better than they do and will become the go-to Advisor for Amazon managers and executives ----------------------------------------------------------------- I'm looking for 3 Advisors that want to try this strategy You will receive free coaching and resources My only ask is that we document everything I will create a step-by-step guide on how financial advisors can utilise this strategy to become insanely successful DM me if you are interested in participating

Get your free copy of Alex Hormozi's $100M journal