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From: Advisorist® <advisorist@mail.beehiiv.com>
Date: Sun, Jun 16, 2024 at 10:06 AM
Subject: 🐘 free tools to crush goals
To: nataliewindle@gmail.com <nataliewindle@gmail.com>

June 16, 2024 | Read Online

Become a smarter advisor in less than 5 minutes.

🕑 Read time: 4.5 minutes

🚁 Having a Blast

Source: Pexels

Some social media influencers go to great lengths to pump up likes and subscriber numbers. But one guy went a little too far.

Alex Choi directed a video where two people riding a helicopter flung fireworks at a moving Lamborghini…but he didn’t get the proper permits.

According to the US Department of Justice, he was charged with "causing the placement of an explosive or incendiary device on an aircraft" and faces up to ten years in prison.

Choi has over a million Instagram and YouTube and is famous for his "car shenanigans."

Now, he's famous for catching a pretty explosive case!

- Team Advisorist

In Today’s Issue 👇️

How to give prospects a healthy nudge
Free tools to help you crush your goals
Info on an exclusive mastermind

👉 Give That Prospect a Nudge

Hearing crickets? 🦗 We've all been there.

Prospects are known to stall, which is why advisors should create a healthy sense of urgency.

Whether it's because they're considering other alternatives or they don't have you high on their priority list, gently nudging a prospect the right way could lead to a win.

Here are some tips to do it in style:

➡️ Need, meet solution: You should find out as much as you can on a prospect so you can provide them with a custom-fit solution.

In your discovery process, make sure you're uncovering as many needs as possible so you can come up with a strategy they can't refuse. When you reach back out, you'll have these needs in your arsenal to prompt them into action.

➡️ Not making a decision is a decision: Some prospects might not have a good grasp on the benefits of taking action. If they're risk-averse, they may think not going with your recommendations is the safer bet, even if they're really leaving money on the table.

In your follow up, ask if they believe their current allocation will outperform your proposal. It’ll restart the conversation.

➡️ The cost of waiting around: Let's say you presented a strategy to a prospect with a bunch of cash sitting in a bank account. If they're still sitting on it weeks later, you can grab the data on how your strategy performed and show them the cost of waiting.

When they see what they missed out on reflected in hard data, they're more likely to jump on board.

➡️ Buying in: If a prospect has been hanging on to the same portfolio for years, they might be afraid to abandon it for a brand new strategy and get cold feet.

Instead of throwing the baby out with the bathwater, suggest a strategy that allows them to keep some of their holdings. Then, it makes it easier for you to nudge them into something new.

When all else fails and you're truly stumped, don't be afraid to ask what it will take for them to make a decision.

It's a bold question, but it'll uncover the unknown and allow you to brainstorm solutions. 🙌

Headline Roundup

🏠 Affecting Your Clients

Number of Americans Filing for Jobless Benefits Spikes to 10-month High [FOX]
The U.S. Added 500,000 New Millionaires Last Year [CNBC]
CFPB Proposes to Ban Medical Bills From Credit Reports [WSJ]

📈 Markets & Economy

US Wholesale Prices Unexpectedly Dropped in May [Y!]
Powell Says Fed is Ready to Cut Rates if Inflation Falls Quickly [MW]
Oil Steadies as US Inflation Cools, Russia Vows to Cut Output [B]

💼 Industry Roundup

Family Offices Planning Big Investments in Private Companies [CNBC]
Clients Might Want To 'Use Not Lose' Expiring Estate Tax Exemptions [FA]
Wells Fargo Fires Over a Dozen for ‘Simulation of Keyboard Activity’ [TA]

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Your 90-Day Growth Strategy

What if you could spend 36 hours in a room with 9 of your peers?

That’s 9 of your peers who are crushing it with lead generation, sales, and revenue generation.

And what if you could walk away with a 90-day growth plan to take your business to the next level?

That’s what the Nashville Mastermind with Tom Hegna and Jeremiah Desmarais is all about.

The goal isn’t to give you a couple of quick hacks that you can try.

The purpose of being together is to foster a peer networking opportunity where you can share ideas and discover new principles that will allow you to grow over the next 3 months (and beyond).

This includes insider knowledge on what's working now in:

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Whole life, AUM, annuity sales
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AI uses in financial planning
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Pete D’Arruda – one of our previous mastermind attendees – had this to say about his experience: "Not only did I learn a lot, but I think this can translate to hundreds of millions of dollars of new business over the next decade."

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⭐ Free Goal Tracking Tools

Goal setting is great, but dreams are just dreams unless you track your progress!

Tracking your goals keeps you accountable and makes it more likely that you'll achieve them. And that's what you want, isn't it?

Check out these goal-setting stats 👇

People who submit weekly accountability reports tend to achieve 40% more than those who don’t.
Setting challenging but achievable goals leads to 90% better performance.
Employees who set goals are 14.2 times more likely to be inspired at work.

If you're having trouble getting your goals beyond the daydreaming phase, why not bring them into the real world with a free goal tracking tool?

We've rounded up four of the best options out there, along with how they can help you crush it. 🙌

⭐ The Habit Factor Lite: In just a few steps, you can create your goal, line up supportive habits, and set up a four-week tracking period to monitor your progress.

Pick target habit days and increase them over time to give yourself a natural boost. The program also features motivational quotes and the ability to add personalized photos to make your goals come to life.

⭐ Coach.me: Wanna bust bad habits? Coach.me has you covered. You'll first complete a questionnaire to help you uncover your goals. Then, the program tracks your progress with reminders and weekly reports.

Need more support? Join the free community or upgrade to the paid experience to get access to one-on-one coaching.

⭐ HabitBull: If you're a more visual person, HabitBull uses bar graphs, line charts, and pie charts to track your progress. The app sends you daily reminders and stores your data in the cloud so that you can access it on all your devices.

To boost your productivity, HabitBull has a chain-based calendar. Days you complete a task toward your goal turn green, days you skip turn red. Don't break that chain!

⭐ SaveMyTime: This time-tracking app for Android users keeps tabs on where your hours go. When you see exactly how much time you're wasting, you're likely to become more productive and fend off procrastination.

It also helps improve work-life balance and allows you to map out a goal's timeline much more efficiently.

🤖 Tech Tip

Looking for a shortcut for those “back” and “forward” buttons in your web browser?

In Windows, hold down the Alt key (Cmd on a Mac), then tap the left or right arrow button to toggle through your browser history.

Want to bookmark a favorite? In Windows, hold down Ctrl and D (Cmd and D on a Mac). You'll also get a pop up box to file the new saved page in a folder.

✌️Good Vibes

Source: Pexels

Bird watchers in the English county of Cheshire recently received a surprise in their skies: a white stork.

What's so special about this feathered-friend? White storks were believed to be extinct for 600 years.

Thanks to efforts from local zoos and wildlife parks, the birds are back and breeding. They've also been reintroduced to the wild, but much farther north in the Cotswolds.

Seeing one of the birds far away from where they were originally released is a wonderful sign. Nature is healing!

Bird lovers can catch a glimpse of a stork family live on the Knepp White Stork nest camera. 🕊️😄

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Created by Jeremiah Desmarais & Sky Richardson

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🐘 free tools to crush goals