Ep. 75 - The 4 Mistakes Advisors Make – That Keep Them Working Hard & Making LESS

Before we dig in, this episode is sponsored by my FREE Training for Financial Advisors: The 4 Components to a Bulletproof Prospecting System!  Simply put, if you want to build a lead machine, this training is for you. Click below to register! https://www.scottietaylorjr.com/prospecting-system In the training, I’ll be sharing the exact system you can use to create a Lead Gen MACHINE.  This system helped me grow to $490k of revenue in 2022 – while only seeing clients 2 days a week! Register for free training here – can't wait to see you there :) Alright, onto the episode! Today, I’m sharing 4 Huge Mistakes I see Advisors make – and these mistakes are what keep them working hard, making less, and playing small!! Ready for the 4 mistakes? They let their energy get eaten up by back end activities… instead of focusing on their zone of genius (revenue generating activities. They rely entirely on a 1:1 outbound marketing strategy… vs a 1:MANY or INBOUND marketing strategy. They think casting a wider net will get them more clients… when in fact it does the OPPOSITE! They confuse being uncomfortable with being out of alignment Oh, and here’s a BONUS Mistake! #5: They don't realize there’s a difference between SALES and MARKETING.  And #5 such a big mistake, that I even decided to record an entire Podcast around it! Check out my NEXT Podcast coming out - Episode 76 to dig in! I’d love to hear what you think! Follow me on IG → @thefinancialadvsioracademy and send me a DM with any ah-ha’s or revelations! ILY!! Scottie