5 Things I’ve Done Well With Money (And 5 Things I’ve Done Poorly)

Financial Advisor Marketing Podcast

I’m not the richest person in the world, but I have done well with my money.

Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.

In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers).

Want to discover some “unusual” ways to create (and destroy) wealth?

Listen now.

Show highlights include:

• How the “jimmy” the cost of your services to attract higher quality clients (3:07)
• Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17)
• Why investing in yourself almost always generates more revenue than even the best stocks (7:45)
• How to make more money in your financial advising business by simply upgrading your mattress (11:23)
• Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04)
• The biggest money-eating mistake parents make (19:26)
• This is the single best investment you can make—according to Warren Buffet (20:54)

Since you listen to this podcast, I want to give you a gift:

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