Jason W.’s Post

"I'm happy to be here!" I'll get back to that statement in a minute. As a military kid, my Dad would take me to the local airshow every year. I became obsessed with one thing after my first show . . . 𝐓𝐡𝐞 𝐁𝐥𝐮𝐞 𝐀𝐧𝐠𝐞𝐥𝐬! The speed. The precision. The acrobatics. The entire experience blew me away and left a lasting impression that resonates today. Over the years, I have studied The Blue Angels and watched several documentaries. Even more impressive than their flying was their unrelenting pursuit of excellence through unmatched attention to detail and accountability. What makes The Blue Angels so great can also translate into being a great leader and developing high-performing teams. Here are the 4 things I've taken from "The Blues" and you can too! 𝟏. 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 - Each mission (show) consists of a brief and debrief where each pilot's performance is meticulously discussed and critiqued by their peers. No judgments but simple direct feedback to make each pilot better during the next mission. Their lives depend on it. 𝟐. 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐌𝐚𝐤𝐞𝐬 (𝐚𝐥𝐦𝐨𝐬𝐭) 𝐏𝐞𝐫𝐟𝐞𝐜𝐭 - 3 practices a day pulling up to 7 G's! The Blue Angels go through a physically and mentally demanding schedule to pursue excellence while striving for perfection with every show. 𝟑. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝟐.𝟎 - Flying a 32,000 lb. F-18 Hornet at speeds over 400 mph, the pilots have a standard of accountability that is unfathomable to most people. They hold their team to the highest standards. 𝟒. 𝐆𝐫𝐚𝐭𝐢𝐭𝐮𝐝𝐞 - Each Blue Angel pilot understands the unique privilege they possess. It's an honor to be part of their team, and it doesn't last forever. During the briefs and debriefs, each member ends their commentary with "𝑰'𝒎 𝒉𝒂𝒑𝒑𝒚 𝒕𝒐 𝒃𝒆 𝒉𝒆𝒓𝒆!" So . . . how does this all translate to us mere mortals on the ground? We can take each of the lessons and apply them to how we lead ourselves and the teams around us. ☑ 𝐃𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 - Leave nothing to chance and make sure everyone has a clear understanding of the mission. ☑ 𝐏𝐮𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐑𝐞𝐩𝐬 - Take consistent action where it becomes automatic. ☑ 𝐁𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐥𝐞 - Hold yourself to the highest standards and create a culture of open communication and honest feedback with a growth mindset. ☑ 𝐁𝐞 𝐆𝐫𝐚𝐭𝐞𝐟𝐮𝐥 - Understand the honor of being a leader and never take it for granted. You aren't just entrusted with someone's career but their livelihood as well. Create more leaders and even better people! We all have dreams as a kid. Mine was to be a Blue Angel pilot. Even though that dream didn't come to life, I am grateful for having experienced "The Blues" in other ways. I'm happy to be here! Have you ever seen The Blue Angels perform? Share your story in the comments. #excellence #leadership #teamwork #dreams #gratitude #theblueangels

Please 𝐒𝐓𝐎𝐏 asking for referrals! Referrals are often looked at as a "𝒈𝒐𝒍𝒅𝒆𝒏 𝒕𝒊𝒄𝒌𝒆𝒕" to growing your business. Here are 4 reasons why asking for referrals is hurting your business . . . 𝟏. 𝐈𝐭'𝐬 𝐚 (𝐬𝐮𝐛𝐭𝐥𝐞) 𝐒𝐢𝐠𝐧 𝐨𝐟 𝐖𝐞𝐚𝐤𝐧𝐞𝐬𝐬 - Asking for a referral suggests a lack of confidence in attracting your ideal clients based on your merits. It can come across as desperate or insincere. 𝟐. 𝐏𝐫𝐞𝐬𝐬𝐮𝐫𝐞 𝐨𝐧 𝐄𝐱𝐢𝐬𝐭𝐢𝐧𝐠 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 - Client contacts are not a means to an end. Constantly asking your clients for referrals makes them feel only valued for what they can do for you, not for who they are. 𝟑. 𝐐𝐮𝐚𝐥𝐢𝐭𝐲 𝐎𝐯𝐞𝐫 𝐐𝐮𝐚𝐧𝐭𝐢𝐭𝐲 - All referrals are not created equal. Educate your clients and communicate what your "ideal client" is. By focusing on attracting your ideal clients, you ensure the greatest opportunity for success. 𝟒. 𝐈𝐭'𝐬 𝐏𝐚𝐬𝐬𝐢𝐯𝐞 - Why sit back and wait for business to come to you? Be proactive in creating a process, an experience, and a reason to be referable. Take control of your business' destiny. So, how do you generate more (quality) referrals? These 4 tips can create a referral machine . . . 𝟏. 𝐂𝐥𝐞𝐚𝐫𝐥𝐲 𝐃𝐞𝐟𝐢𝐧𝐞 𝐘𝐨𝐮𝐫 "𝐈𝐝𝐞𝐚𝐥" 𝐂𝐥𝐢𝐞𝐧𝐭 - It is essential to identify who is a good fit for your business. Why onboard someone who isn't ideal? Even a high-paying client with a horrible attitude can kill your momentum. 𝟐. 𝐀𝐫𝐭𝐢𝐜𝐮𝐥𝐚𝐭𝐞 𝐘𝐨𝐮𝐫 𝐕𝐚𝐥𝐮𝐞 - Go beyond the "elevator speech" and take time to craft a compelling message describing the value you bring to clients, not your credentials. 𝑅𝑒𝑚𝑒𝑚𝑏𝑒𝑟, 𝑖𝑡'𝑠 𝑛𝑜𝑡 𝑤ℎ𝑎𝑡 𝑦𝑜𝑢 𝑠𝑎𝑦 𝑡ℎ𝑎𝑡 𝑚𝑎𝑡𝑡𝑒𝑟𝑠. 𝐼𝑡'𝑠 𝑤ℎ𝑎𝑡 𝑡ℎ𝑒 𝑐𝑙𝑖𝑒𝑛𝑡 ℎ𝑒𝑎𝑟𝑠! 💡 𝐁𝐨𝐧𝐮𝐬 𝐓𝐢𝐩: Survey your clients to uncover what THEY deem valuable about your relationship. 𝟑. 𝐄𝐝𝐮𝐜𝐚𝐭𝐞 𝐘𝐨𝐮𝐫 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐨𝐧 #𝟏 & #𝟐 - Ask your clients how they describe you to others and be shocked by the answers. Remind your clients of your value in words and actions, and they'll articulate your value more clearly. 𝟒. 𝐂𝐥𝐢𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝟐.𝟎 - The most important piece of the puzzle is creating a client experience that goes well beyond the norm. Establishing a proprietary process focused (and acted upon) solely to benefit the client relationship is the key to unlocking 'referral nirvana.' If your referral game is lacking, these tips can change the game. Think of it this way . . . Remember that amazing restaurant you went to? The food was outstanding. The service was next level. You felt like a celebrity. It was beyond your expectations! Create that experience for your clients, and they'll feel compelled to tell others about you and your business. What's your #1 referral secret? Share in the comments. #referrals #referralstrategies #paretosystems #finacialadvisors

Do you ever feel beat down or discouraged by the day-to-day grind? The relentless focus and chase of the "big picture" can do that to you. But here is a secret . . . 👀 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐞 𝐭𝐡𝐞 𝐬𝐦𝐚𝐥𝐥 𝐰𝐢𝐧𝐬! 👏 👏 👏 According to a study by Stanford University, acknowledging progress regularly, even the smallest victories, can boost motivation and be your fuel to long-term success. 𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝟒 𝐰𝐚𝐲𝐬 𝐭𝐨 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐛𝐚𝐛𝐲 𝐬𝐭𝐞𝐩𝐬 𝐢𝐧𝐭𝐨 𝐲𝐨𝐮𝐫 𝐰𝐢𝐧𝐧𝐢𝐧𝐠 𝐦𝐢𝐧𝐝𝐬𝐞𝐭 . . . 𝟏. 𝐃𝐨𝐧𝐞 𝐢𝐬 𝐁𝐞𝐭𝐭𝐞𝐫 𝐭𝐡𝐚𝐧 𝐏𝐞𝐫𝐟𝐞𝐜𝐭 - Check off those "to-do" lists by completing tasks rather than looking for perfection. Then celebrate the progress! 𝟐. 𝐄𝐦𝐛𝐫𝐚𝐜𝐞 𝐌𝐢𝐧𝐢-𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞𝐬 - Break those big goals into smaller achievable chunks. With each mini-milestone, give yourself recognition and move forward! 𝟑. 𝐂𝐥𝐢𝐞𝐧𝐭 𝐊𝐮𝐝𝐨𝐬 𝐂𝐨𝐮𝐧𝐭 - Get a positive review or email from a client? Create a "win" journal and write that positive interaction to fuel your fire. 𝟒. 𝐋𝐞𝐬𝐬𝐨𝐧𝐬 𝐋𝐞𝐚𝐫𝐧𝐞𝐝 = 𝐖𝐢𝐧𝐬! - New knowledge is a win worth celebrating. Remember, Mount Everest can't be climbed in a single day. Your big dreams can't be accomplished in a day, either. Don't be discouraged about small progression. It's all about building momentum and maintaining a positive and growth-oriented mindset. 𝐘𝐎𝐔 𝐆𝐎𝐓 𝐓𝐇𝐈𝐒! #success #growthmindset #motivation #financialadvisor

I remember it like it was yesterday and when it all made sense! And it has stuck with me throughout the years, and I'll never forget . . . Grammy Jo! Growing up as a kid, Grammy Jo's house was full of love, a place for the family to gather, and so many memories were created. 👨👩👧👦 At Christmas, we would gather at her house, and she made sure every single person (30+ people) had a present to open. 🎄 Despite her meager earnings and simple lifestyle, Grammy Jo was the most giving person I have ever met. If she had a dollar, she'd gladly give it away to help someone else in need. This lesson was burned in my brain and heart, and though she passed several years ago, her legacy remains not only in me but also in her family, which she blessed with her giving heart. Today, as a father, husband, friend, and business owner, I try to emulate her generosity to others regardless of the circumstances. Sure . . . there are times that are harder than others, but by simply giving to someone else in need, you become rich beyond measure. So, today, on THANKFUL THURSDAY, I am thankful for Grammy Jo and her legacy and love. Be a giver. Give freely and bless someone today without expectation of anything in return. You never know the lasting impact you have on someone's life. #giver #generosity #thankful #gratitude #family

Do you ever find yourself doing the "discount dance?" 👀 As a business owner, we're market navigators, financial therapists, and sometimes even cheerleaders. Despite offering incredible value, reducing our costs does creep into client conversations. Here's the hard truth . . . 𝐍𝐞𝐠𝐨𝐭𝐢𝐚𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐟𝐞𝐞𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐝𝐢𝐦𝐢𝐧𝐢𝐬𝐡𝐞𝐬 𝐲𝐨𝐮𝐫 𝐰𝐨𝐫𝐭𝐡! Think about this . . . does a brain surgeon haggle over price? Of course not. Just like you, their expertise commands a premium. 𝐘𝐨𝐮, 𝐭𝐡𝐞 𝐞𝐱𝐩𝐞𝐫𝐭 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐦𝐚𝐫𝐤𝐞𝐭, 𝐝𝐞𝐬𝐞𝐫𝐯𝐞 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐫𝐞𝐬𝐩𝐞𝐜𝐭. Want to know why standing firm on your value is a superpower? ❗𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐌𝐚𝐭𝐭𝐞𝐫𝐬 - You've spent years developing your skills and knowledge. Clients pay for that expertise, not a bargain-bin version. ❗𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞 𝐢𝐬 𝐊𝐢𝐧𝐠 - Confidently communicating your value clearly will attract your ideal clients who appreciate your skills and expertise. ❗𝐃𝐢𝐦𝐢𝐧𝐢𝐬𝐡𝐞𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 - Discounting fees can lead to less time and resources to invest in exceptional service for your existing clients. 𝐒𝐨, 𝐡𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐠𝐫𝐚𝐜𝐞𝐟𝐮𝐥𝐥𝐲 𝐬𝐢𝐝𝐞𝐬𝐭𝐞𝐩 𝐭𝐡𝐢𝐬 "𝐝𝐢𝐬𝐜𝐨𝐮𝐧𝐭 𝐝𝐚𝐧𝐜𝐞?" ✔️𝐅𝐨𝐜𝐮𝐬 𝐨𝐧 𝐕𝐚𝐥𝐮𝐞, 𝐍𝐨𝐭 𝐏𝐫𝐢𝐜𝐞 - Highlight your unique value, the results you deliver, the peace of mind you provide, and how the client benefits. ✔️𝐏𝐚𝐜𝐤𝐚𝐠𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬, 𝐍𝐨𝐭 𝐃𝐢𝐬𝐜𝐨𝐮𝐧𝐭 - By offering tiered service packages that cater to specific needs, you allow clients to choose the level of service they require without compromising your value. ✔️𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞 . . . 𝐀𝐠𝐚𝐢𝐧! - Your belief in the value you bring to each client and the conviction that you speak with massively impact the reality of your worth! Let's remember that you are not selling a commodity. You are selling a transformative relationship fueled by your skills, knowledge, and invaluable time. Have you been caught in the "discount dance"? Comment below 👇 #businessowner #value #expertise #paretosystems #financialadvisor

Man, do you ever feel lost when trying to set goals? So much to think about . . . the what, the how, the why, etc.! Use this simple framework we call "W5" to write clearer goals and vision: #1: What are you grateful for? Focus on the past success you've had and show gratitude for the journey you have already taken. It's important to look back and see how far you've already come! #2: Where do you see yourself? Visualization is a powerful tool. Take the time to visualize what the future looks like, feels like, and will be. See yourself in that moment! #3: When do I hope to achieve these goals? Set specific milestones that are both short-term and long-term. The short-term goals will fuel the fire, while the long-term goals are the guiding light. #4: Why is this important to me? This could be #1, but it's critical to understand "why" you're going on this journey. WHY do all the work? WHY make the sacrifices? Answer that and let it serve as your motivation! #5: Who do I need to become to make this goal a reality? Achieving newer, bigger goals typically requires doing things you haven't done before. Change can be crippling for some people. Embrace the change, and learn to love the challenges. The payoff is massive! This simple framework lets you be introspective of the past, present, and future. By writing the answers and putting pen to paper, you will gain a much clearer path to your ultimate success. Got a big goal for 2024? Share in the comments how you could use "W5". #goalsetting #leadership #financialadvisors #paretosystems #entrepreneurs

"I can. I will. I must." 💡Reflect on last week's lessons... 💡Recalibrate the strategy... 💡Relentlessly attack the goal! 💪Get after it this week and get a win! What's your goal this week? Share in the comments...👇 #winner #success #leadership

Time to flex the gratitude muscles! 💪 𝐓𝐡𝐚𝐧𝐤𝐟𝐮𝐥 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲 is upon us . . . Today, I am thankful for the opportunity to learn from amazing people in the LinkedIn community! What a time will live in where you can gain . . . 👉 Knowledge 👉 Inspiration 👉 Direction 👉 Humility 👉 Confidence 👉 Mindfulness 👉 Respect and so much more from our virtual communities and family! With so many great things to learn on this platform, what do you gain the most from LinkedIn? 𝐖𝐡𝐨 𝐢𝐧𝐬𝐩𝐢𝐫𝐞𝐬 𝐲𝐨𝐮 𝐨𝐧 𝐭𝐡𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦? Share in the comments! 👇 #bettertogether #community #inspiration #learning

Why are financial advisors superheroes? They take on complex markets, build robust portfolios, and help clients navigate, avoid pitfalls, and lead them to a brighter financial future. But here's the problem . . . 𝐄𝐯𝐞𝐧 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐬𝐤𝐢𝐥𝐥𝐞𝐝 𝐠𝐮𝐢𝐝𝐞 𝐦𝐮𝐬𝐭 𝐡𝐚𝐯𝐞 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐝𝐢𝐫𝐞𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐫𝐞𝐚𝐜𝐡 𝐭𝐡𝐞 𝐮𝐥𝐭𝐢𝐦𝐚𝐭𝐞 𝐝𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧. That's where 𝐯𝐢𝐬𝐢𝐨𝐧 comes in. Before diving in headfirst, 𝐝𝐞𝐟𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐯𝐢𝐬𝐢𝐨𝐧. 𝐖𝐢𝐭𝐡𝐨𝐮𝐭 𝐚 𝐜𝐥𝐞𝐚𝐫𝐥𝐲 𝐝𝐞𝐟𝐢𝐧𝐞𝐝 𝐯𝐢𝐬𝐢𝐨𝐧, 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐨𝐟𝐟 𝐜𝐨𝐮𝐫𝐬𝐞 𝐢𝐬 𝐚 𝐫𝐞𝐚𝐥 𝐭𝐡𝐫𝐞𝐚𝐭. Your vision is the GPS that guides the principles that shape your decisions and propels your progress and success forward. Here is what it matters . . . ▪️ 𝐇𝐲𝐩𝐞𝐫 𝐅𝐨𝐜𝐮𝐬 - Clear Vision = Focused Action. Your aspirations will attract the ideal clients that align with your service and business. ▪️ 𝐏𝐚𝐬𝐬𝐢𝐨𝐧 𝐏𝐨𝐰𝐞𝐫𝐡𝐨𝐮𝐬𝐞 - A compelling vision adds fuel to your fire! When you know your "Why," the how becomes much clearer. ▪️ 𝐂𝐥𝐢𝐞𝐧𝐭 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 —A clearly defined vision allows you to better understand your ideal client. The bonuses are clearer communication, customized offerings, and the biggest win of all . . . more engaged and happy clients! 𝐒𝐨, 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐬𝐭𝐚𝐫𝐭? ✅ 𝐁𝐫𝐚𝐢𝐧𝐬𝐭𝐨𝐫𝐦𝐢𝐧𝐠 𝐁𝐚𝐫𝐧𝐬𝐭𝐨𝐫𝐦 - Grab a pen and paper. Envision your ideal practice. Who are your clients? What services do you offer? What makes you different? ✅ 𝐌𝐢𝐬𝐬𝐢𝐨𝐧 𝐏𝐨𝐬𝐬𝐢𝐛𝐥𝐞 - Create a concise mission statement that captures your vision. Read it daily, keeping you focused and motivated. ✅ 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 >𝐆𝐞𝐧𝐞𝐫𝐚𝐥𝐢𝐬𝐭 - Don't be afraid to get super specific! Define and measure goals for each milestone. Don't focus on the mountain top, just the next steps. Your vision is a living, breathing thing! Revisit it regularly and adapt to changes and obstacles as needed. It will be your constant guide to your path of financial advisory excellence! #finanicaladvisor #paretosytems #growth #clientfirst

Your current clients might be killing the growth of your financial advisory business! 💣 Here is a truth bomb . . . holding onto the wrong clients can be detrimental to your future success. Is it time to "right-size" your client base? First, the facts . . . 💡 A 𝐒𝐩𝐞𝐜𝐭𝐫𝐞𝐦 𝐆𝐫𝐨𝐮𝐩 𝐒𝐭𝐮𝐝𝐲 recently found that 𝟕𝟐% 𝐨𝐟 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐩𝐫𝐢𝐨𝐫𝐢𝐭𝐢𝐳𝐞 𝐟𝐞𝐞𝐬 when choosing and advisor. ❓ 𝐃𝐨 𝐲𝐨𝐮 𝐮𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞 𝐲𝐨𝐮𝐫 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐚𝐧𝐝 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐭𝐡𝐞 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐰𝐡𝐨 𝐜𝐚𝐧'𝐭 𝐚𝐟𝐟𝐨𝐫𝐝 𝐲𝐨𝐮𝐫 𝐟𝐮𝐥𝐥 𝐯𝐚𝐥𝐮𝐞 𝐩𝐫𝐨𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧? 💡 𝐓𝐢𝐦𝐞 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐦𝐨𝐬𝐭 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐚𝐬𝐬𝐞𝐭. Having more clients might look good on paper, but it can also leave less time to focus on strategic initiatives (think marketing, building niche expertise, etc.) to 𝐚𝐭𝐭𝐫𝐚𝐜𝐭 𝐦𝐨𝐫𝐞 𝐢𝐝𝐞𝐚𝐥 𝐜𝐥𝐢𝐞𝐧𝐭𝐬! ❓ 𝐃𝐨 𝐲𝐨𝐮 𝐞𝐯𝐞𝐫 𝐟𝐞𝐞𝐥 𝐥𝐢𝐤𝐞 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬𝐧'𝐭 𝐞𝐧𝐨𝐮𝐠𝐡 𝐭𝐢𝐦𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐝𝐚𝐲? 𝐖𝐢𝐬𝐡 𝐲𝐨𝐮 𝐜𝐨𝐮𝐥𝐝 𝐬𝐩𝐞𝐧𝐝 𝐦𝐨𝐫𝐞 𝐭𝐢𝐦𝐞 𝐨𝐧 𝐭𝐡𝐞 𝐚𝐰𝐞𝐬𝐨𝐦𝐞 𝐢𝐝𝐞𝐚𝐬 𝐲𝐨𝐮'𝐯𝐞 𝐛𝐞𝐞𝐧 𝐝𝐫𝐞𝐚𝐦𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭? 😁 Here's the GOOD news . . . "𝐅𝐢𝐫𝐢𝐧𝐠" 𝐨𝐫 "𝐫𝐢𝐠𝐡𝐭-𝐬𝐢𝐳𝐢𝐧𝐠" clients (done respectfully, of course) can be a major catalyst for your business growth. 💡 A study by Cerulli Associates showed 𝟐𝐱 𝐟𝐚𝐬𝐭𝐞𝐫 𝐠𝐫𝐨𝐰𝐭𝐡 for advisors focused on 𝐡𝐢𝐠𝐡𝐞𝐫 𝐧𝐞𝐭 𝐰𝐨𝐫𝐭𝐡 𝐜𝐥𝐢𝐞𝐧𝐭s rather than a scattered approach. The thing to remember is that this is NOT about abandoning relationships. 💡 𝐈𝐭 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐚𝐧𝐝 𝐭𝐢𝐦𝐞! Here is your guide to moving forward: 𝟏. 𝐈𝐝𝐞𝐧𝐭𝐢𝐟𝐲 𝐘𝐨𝐮𝐫 𝐈𝐝𝐞𝐚𝐥 𝐂𝐥𝐢𝐞𝐧𝐭: Clearly define the characteristics of your new "ideal client." For my teams, I suggest the tripe "A" approach. 𝐀𝐬𝐬𝐞𝐭𝐬 - Not a minimum, but a baseline of assets that are deserving of your full product and service offering. 𝐀𝐭𝐭𝐢𝐭𝐮𝐝𝐞 - Are they open and engaged with feedback? Do they bring positive energy to your business and life? 𝐀𝐝𝐯𝐨𝐜𝐚𝐜𝐲 - Are they you're biggest advocates and for their COI who they know could benefit from your services? 𝟐. 𝐄𝐯𝐚𝐥𝐮𝐚𝐭𝐞 𝐘𝐨𝐮𝐫 𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐂𝐥𝐢𝐞𝐧𝐭 𝐋𝐢𝐬𝐭 - Objectively assess how well your current clients fit your new "ideal client" profile. 𝟑. 𝐇𝐚𝐯𝐞 𝐇𝐨𝐧𝐞𝐬𝐭 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 - If a client no longer aligns with your goals, have a transparent conversation and offer solutions about transitioning them to a more suitable advisor. 𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫, 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐜𝐫𝐞𝐚𝐭𝐢𝐧𝐠 "𝐰𝐢𝐧-𝐰𝐢𝐧" 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬. You free yourself to focus on more high-impact activities, and your existing clients get the specialized attention they deserve. If you would like to learn my proven process of "right-sizing" your clients, shoot me a DM. 💬 #financialadvisors #growth #clientmanagement #paretosystems