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New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
Dan Reddish Consulting
4 episodes
6 days ago
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!
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All content for New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers is the property of Dan Reddish Consulting and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!
Show more...
Marketing
Business
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Think Like a Billionaire. Productivity Training for Financial Service Pros
New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
37 minutes 13 seconds
3 years ago
Think Like a Billionaire. Productivity Training for Financial Service Pros

Think Like a Billionaire. Productivity Training for Financial Service Pros  

Are you busy or are you productive?  

Around 80 percent of UK companies fail within their first year  

The reason?  

The owners don't prioritise the skills that matter  

The skills that really move the needle in the business  

They work long hours on the wrong things  

Don't fall victim to this growing epidemic   

Become a master of your business not a slave to it  

In this training session which is taking from my paid coaching programme for financial service professionals you will learn:  

00:05 Intro 

03:43 Why most businesses fail  

06:12 How to think like a billionaire 

09:56 The 80/20 rule 

11:47 My lean business model 

16:25 How to fix throughput 

24:03 Essentialism 

33:33 How to work out your hourly rate 

35:10 How to audit your time  

Any questions post them in the comments and if you're in financial services looking at new age ways to grow your business subscribe to my channel or take my free lead gen funnel training here: www.danreddishconsulting.uk  

Worksheet Downloads include: 

Directions on how to work out your hourly rate 

Time Audit - How to record and see where your time is going with a view to removing the time wasting stuff and doubling down on the needle moving activities. 

It's best to do this over the course of a week so you'd print out one for how ever many days you work in a week.  https://drive.google.com/drive/folder... 

Have an amazing day  Dan x  

Watch the video version  - https://youtu.be/_dYBLVZGi-w

New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers
WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!