The 90 Second Coach for Financial Advisors

Talking Points - PART 3

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Talking Points - PART 2

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Talking Points - PART 1

Are you saying what YOU want to hear or what your CLIENTS want to hear? Be clear and know how to explain things so they will listen.
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Your Next Chapter - Part 2

Part 2 of Your Next Chapter
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Your Next Chapter - Part 1

Have you considered what your life will be like in Your Next Chapter, fulfilling all your wishes with no regrets?
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Keep It Simple

Keeping it simple and focus on the 20% that accounts for 80-90% of your productivity.
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The Dazzle of an Intro Kit

Your intro kit anchors your process and gives people language to describe you. Left to their own devices they feel uncomfortable and confused. Be clear and precise.
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Value

Your Value = Your Why x Your How x Your What. Consider this example of a restaurant.
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Costco Inspired

Inspired by Costco. Our Brand Formula, or "The Entrepreneurial Algorithm" is:
 
Your Brand = Your Value x Your Processes x Your Connections
 
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Brand Called You

Brand Called You: Yes we are all known by our individual brands represented on social media, our web sites and our electronic communications. Tom Peters was spot on in his issue In Fast Company in 1997! https://www.fastcompany.com/28905/brand-called-you