Articles

Featured image for “Thinking Accurately About Your Practice”
June 29, 2021

Thinking Accurately About Your Practice

Oh, the stories we tell ourselves. How quickly and easily we fall prey to our own blind spots when we consider our business and how we intend to manage it.
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Featured image for “Advisor to Advisor: Monthly Webinar Recap”
June 29, 2021

Advisor to Advisor: Monthly Webinar Recap

In Q2 Scott had simple but impactful messaging in his Advisor-to-Advisor webinars…Utilize and maximize the resources you have and make it more profitable for your practice. Scott quoted Tony Robbins: “It’s not about your resources, it’s about your ‘resourcefulness’”! Scott also tapped into one of his favorite books by Jay Abraham on this same topic: “Getting Everything You Can Out of All You’ve Got”! Big take away – “mine” your data!
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Featured image for “Newsletter July 2021: Business Builder”
June 29, 2021

Newsletter July 2021: Business Builder

There are so many things to do, so many activities to perform, so many actions to take to build your business. But are you considering how you should think about your business? Are you putting in the required thinking time in order to hone your strategic vision? It’s the old cautionary tale of a person putting in superhuman effort to climb a great mountain only to discover that he’d climbed the wrong mountain. Are you climbing the right mountain right now?
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March 25, 2021

Advisor to Advisor: Monthly Webinar Recap

In the first quarter of 2021 our monthly webinars had a recurring theme, “Clarity”! Thomas Leonard said, “Clarity affords Focus”. Scott and Sean provided examples of this in their monthly topics.
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Featured image for “The Educated Client”
March 25, 2021

The Educated Client

The type of client you choose to serve will have numerous direct and indirect effects on the type of business you build. Everything from the kind of office space you occupy, the marketing efforts you employ, even the types of client events you host, will be impacted by the ‘who’ in your business model. The various pieces of your business must be tightly aligned with the people you choose to serve, or the disconnect will become quite noticeable over time, especially to your clients.
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Featured image for “Newsletter April 2021: Business Builder”
March 25, 2021

Newsletter April 2021: Business Builder

Have you ever heard of a perpetual motion machine? Well, it’s a hypothetical machine that can do work infinitely without an external energy source. It operates by feeding on itself and using its own energy to perform tasks over and over again. It sounds amazing but why is it impossible? Apparently, it violates the first and or second laws of thermodynamics. I share this because we’re intent on building a near-perpetual motion marketing machine for your business. In this case, it’s possible because it has a very crucial ingredient to allow it to work: you.
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Featured image for “Newsletter January 2021: Business Builder”
January 5, 2021

Newsletter January 2021: Business Builder

Dan Kennedy once said, “Wealth can be based on many different things…but most wealth is fueled by a reliable, effective marketing apparatus, system, and plan.” This has been and continues to be the premise of Emerging Advisor. For without people to share your message with, what then is the point of your message?
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Featured image for “Advisor to Advisor: Monthly Webinar Recap”
January 5, 2021

Advisor to Advisor: Monthly Webinar Recap

In last month’s webinar, we featured a special guest Jennifer Dougan, Owner, Elevated Retirement Group; Marketing Coordinator, Elevated Retirement Group; and former Retirement Elevated manager. The webinar focused on Jennifer’s 5 strategies for “Planning a Successful 2021.”
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Featured image for “New Year, New Theme, Massive Productivity Gains”
January 5, 2021

New Year, New Theme, Massive Productivity Gains

Here we are, at the outset of another year. Each New Year is full of promise, hope, and maybe even a bit of fear of the unknown. While we all share the same mixture of feelings, we all would like this year to be our best year somehow. So how can we do our best to start 2021 in the right mindset for growth? My best advice is to choose a theme.
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Featured image for “Newsletter December 2020: Business Builder”
December 2, 2020

Newsletter December 2020: Business Builder

Having a practice capable of operating like a well-oiled machine is crucial to your success but it isn’t enough if you don’t have sufficient numbers of people eager to receive your advice!
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