How to book meetings, from prospects that DON'T show up to your webinar Sounds crazy but let me explain... I was working with a financial advisor that was distraught that no one showed up to his webinar I encouraged him to deliver his webinar whether there were 100 attendees or zero attendees He lived up to his end of the bargain ↳ and delivered a top notch presentation...... to no one I explained that the magic happens AFTER the webinar We extracted several one minute segments from his webinar and → created powerful LinkedIn posts → reached out to the 14 people that RSVP'ed and sent them one clip → used the clips to get other prospects interested that didn't RSVP Result: → 8 new prospects in his pipeline → 3 new meetings → 2 new clients Lesson: By being creative, you can turn what most advisors look at as failure, into success

Hello everyone. I am debating between two domains. Earlyretire.net or engineerherpath.com Haha please don't steal either one before I decide. I'm finding talking about early retirement or retirement at all is triggering for women in STEM who anticipate having long careers and want to stay active mentally and have a lifetime full of impact and trying to shift more to a let's find a path that works for you whether that means part time work, consulting, own business or just working in engineering the rest of their lives. I'm also still a practicing engineer for over 20 years now so I think that domain with engineer in it can work no matter what. My niche is helping women in STEM retire earlier but I'm rewording it to helping women in STEM engineer her own path. Please weigh in on which you prefer. I'm open to any ideas, feedback or comment. Thanks in advance.

But it's not too late to change I identified as a "financial advisor" for over 20 years of my life My whole being revolved around my career → travel → friends → social life When I parted ways with my previous company, ↳ it was a shock to my system I wrapped my entire identity around my career I felt vulnerabe, and unsure of myself But I overcame that challengeI learned to diversify my identity to become more resilient And now I feel → happier 😃 → stronger 💪 → healthier 🏃‍♂️ → higher-performing 📈 Diversify your identity, the same way you diversify portfolios This makes you more resilient to the ups and downs of life Discover: Where you want to travel? Which new hobbies you want to try? Which relationships you want to deepen? Which charities or causes do you care about? Then get started ..... → enroll → travel → volunteer Take small actions that layer new dimensions to your identity Don't overwhelm yourself but enrich your life with variety

What are you currently doing to generate leads? Let's share ideas.

I get that I may be upsetting some advisors ↳ 61% of financial advisors use 4% as the withdrawal rate for clients Hear me out..... 1. Most receive guaranteed income, such as Social Security/CPP, which provides a minimum standard of living ↳ a retiree’s portfolio is generating income in addition to these guaranteed sources 2. Most don’t include the ability to adjust spending during retirement ↳ adjusting spending based on real-life needs and circumstances, can significantly affect spending rates. My model 60 - 70 - Go-Go Years - lots of money spent on travel and experiences (more money spent) 70 - 80 - Slow-Go Years - less money spent on travel, stay closer to home (less money spent) 80 - 90 - No-Go Years - not much travel at all. Much less money being spent (healthcare?) 3. Planning tools today determine safe withdrawal rates by focusing on whether the goal is accomplished in its entirety and ignore the magnitude of failure using a metric commonly referred to as the “probability of success.” A better approach is to consider the total amount of the goal accomplished each year. The right withdrawal rate is all about finding balance, and I think 4% is probably too conservative given a more holistic perspective and more realistic ways to quantify outcomes. Feel free to disagree but this is a great conversation to start