Top 1% of Financial Advisors Focus On These 3 Things — Daily

June 6, 2018

The difference. It’s as stark as night. 

A steep and treacherous chasm. 

What makes this massive gap in the 1% vs. the 99%? 

How can some Advisors absolutely crush it ….

While some can barely afford to hire an assistant? 

Well, the Rainmakers in the Financial Service industry … 

The Ken Fishers’s … the players with 7-figure+ profits … 

And months in revenue that would trump an average advisors yearly income … 

Well, they focus on 3 Key Things — Daily. 

Now, take a good look at this chart for a moment: 

While Buffett’s net worth grew exponentially. 

Like money, so do actions. 

I find it fascinating how few Advisors take this into account. 

They’re very familiar with it when dealing with money — but fail to recognize the cause and effect relationships with their actions & the size of their book.

They do what I call “Hope Marketing”. 

It goes like this: 

They wake up. They get into the office by 9am. They get down on one knee, and pray to God that today they get a call from a referral lead or someone happens to come across them on the 8th page on Google.

Totally ludicrous. 

The Rainmakers — the 1% … 

Well, they relentlessly focus on daily power activities that will “move the boat forward”.

The 3 Things The Top 1% Focus On Daily

In any business, not just Financial services, it’s essential to have systems in place to get new prospects into the pipeline. 

“rinse & repeat” system that you can turn on/off like a faucet. 

Now, I’m fully aware that the Financial services industry has completely changed with the rapid emergence of the Internet. 

And I can see how confusing this stuff can be when trying to pick the opportunity which yields the highest return on investment (with time or money). 


The RAW REALITY is …. to make more money and grow your business, you need to have more conversations. More conversations = more revenue/income. 

With that being said — the only 3 things you should focus on are: 

  1. Connecting & getting in front of your ideal client you’d love to work with.
  2. Converting them into an appointment. 
  3. Conducting the appointment in a systematic, step-step way to streamline the sales process & increase your enrolment rate. 

That is it. 

And NEVER has it been so easy to do this. 

You’re IDEAL CLIENT is literally at your fingertips. 

Forget SEO, Adwords, Seminars, Networking Events … 

You can directly connect & spark a conversation with your ideal client, right now. 

Not only does this skyrocket trust … it’s personal, less salesy, and instant. 

And that’s what the top 1% focus on. 

They adapt to their environment, leverage new technologies and evolve. 

They’re utilizing the ‘New Way’ of Client Acquisition to get in front of prospective clients. They spark a conversation, provide value, then ask them to hop on a call if they want help. 

How To Systemize The Client Attraction Process

It’s all about leverage. 

We are blessed with Machines in todays modern world. 

Where you no longer have to do tedious, monotonous tasks which take up valuable, precious time. 

Now, you’re probably wondering — if I’m not blogging, doing SEO, hosting seminars, etc. ….. then what can I do? Where do I start? 

Well, there’s 2 main platforms which give you an endless stream of qualified, ready-to-go prospects who want and need your help, now. 

These are Facebook & LinkedIn. 

Now, before you bash them and say “I’ve tried them, they don’t work” … or “My clients aren’t on Facebook” …. you’re wrong. No discussion. 

Here’s what you’re probably doing wrong: 

  • You’re a generalist (serve anybody, not clear on your niche)
  • You’re not on the same wave length as your prospect (due to not having a niche)
  • Your message sucks (again, cause you don’t have a niche)
  • You have no system in place to convert them into an appointment 
  • You’re not providing value up front. 
  • You’re speaking in logical, complicated terms — complicating your solution 

I mean those are just a few. Does that sound a bit about what you’re facing? Be honest. Face the music and improve. 

Here’s how to fix this: 

  • Become a specialist; let all the other advisors put their nose to the grindstone while you attract prospects in droves, effortlessly
  • Craft your LinkedIn profile & content to speak to that specific niche market
  • Personally message prospects & spark a conversation 
  • Create articles / blog posts & boost them with paid advertising on Facebook
  • Set up Machines — for your LinkedIn & Facebook (Online Sales Funnel) for people to book calls directly in your calendar on autopilot using some scheduling software
  • Provide value exchanges; pieces of “guarded content” in return for their contact info 

These are just a few ways.

Like Buffett, if you focus on these 3 things, daily — your growth & income will compound exponentially. 

Now, if you really want to through fuel on the fire, there are some strategies which I go over in my Free Case Study video where I show you how Advisors are getting appointments on autopilot, for $60 a piece.

Completely automated. 

But with the tips above and focusing on getting in front of your ideal clients via Boosted Facebook Posts, Facebook groups, LinkedIn direct message & articles tailored to your niche … 

Then converting them into a consultation & taking them through the sales process, you will dominate. No doubt in my mind. 

Hopefully you’ve found this article valuable.

Now, I want you to take action. 

No reason you can’t land a few appointments today.

Like I said, it’s instant, quick, and high ROI on your time. Especially when you can automate it and scale things up. 

Take what you learned and go crush it. No reason why you can’t.

To Your Success! 

- Mitch 

P.S- Here’s a direct link to my Case Study video mentioned above if you want to check it out:

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