Blog - Inspired Advisor

Year End Masters Circle Special ~ Jump Start Your Client Attraction

admin — Fri, 23 Dec 2011 15:12:42 +0000

When you join the Masters Circle before the end of the year 2011

you will receive a special

personal client attraction laser coaching session complimentary

(laser focused on YOUR business)

This is a powerful one one one client attraction consultation! I’ve been known to change people’s careers with even just one session.

Jump start your client attraction for big success in 2012. This is the year of change! This is the year to receive the success you are truly capable of. it’s time you receive loads more revenue, more ideal HNW clients, an abundance of success and a practice that is much easier and smoother to run.

I want to show you how to do it! As your mentor in the Masters Circle I personally show you everything that I learned through years of success in this business AND as your special mentor I will keep you inspired and on track with your success!

When you join before the end of the year you will receive an email from me to coordinate and schedule your special client attraction laser coaching session. I am currently scheduling these sessions inside the month of January 2012. You will also receive a special questionnaire that will prepare you for our session ~ so that you will receive real progress from this special session.

I wanted to share this picture of my favorite Brasserie in Paris ~ it’s just a few blocks from our family home on the Il Saint Louis (in Paris)

What kind of lifestyle do YOU want?

Join me in the Masters Circle and I’ll show you how to create true success in this business and enjoy the lifestyle you want.

Join NOW!

Simplicity Will Bring You More Success

admin — Mon, 19 Dec 2011 15:58:54 +0000

Do you feel overwhelmed with too many things going on at one time AND you are not getting the results? It’s time to simplify your practice so you can receive better results.

Keeping it simple brings better results ~ this is something that has been known for centuries. However, in our modern western world we have come to believe that more is better and having your hand in many pots will bring you more success. Not so! When you simplify and focus on just a few things you will receive much more success and you’ll even receive it much faster.

This works extremely well in business. One of the biggest downfalls that I have found with Advisors is they try to do too many things at one time and end up with no real focus and therefore mediocre results. They have no real focus in their practice and business and no focus on a daily basis. They are overwhelmed by doing loads of tasks and not getting results.

The answer is to simplify. Simplify what you are focusing on. Simplify your business model, your goals and how you run your day.

The truth is that this business can be very simple and it’s actually a lot easier than you think to receive success.

One of the main reasons Advisors run around like crazy doing loads of tasks getting mediocre results is that this is what they have been taught. Many firms focus on tracking tasks not results. Also, in the old school model tasks and multi tasking was King. In this new era we have found the way to get real results is simplicity and focus. Again it’s an ancient knowledge coming around to our new era.

What are some of the things you can do to bring it back to simplicity? Here are just a few of the things I teach the Advisors inside the Inspired Advisor Masters Circle and in my Laser Coaching.

Have a target market focus and stick with it. (right now in our new era there are fantastic ideal target markets) Once you’ve chosen it ~ get to know that target market really really well and stick with it!

Choose one main client attraction system to use and repeat it easily over and over and then supplement with 2 other mini ones. AND plan it all out for the next 12 months

Choose an asset range that you specialize in working with and stick with it

Have easy to use systems and processes that are repeatable and time effective

Make everything super simple ~ your target market, your client attraction system, your daily schedule your weekly and yearly goals. So many times I see Advisors get hung up on making goals for everything and trying to do it all! Stop that and make it simple do things in 3s.

Oh and I have a few secretes to planning your day for bigger results that I share inside the Masters Circle.

AND one more really important thing you should understand about simplicity and that is it is all habit. If you are overwhelmed and you’re not getting results then the habits that you have formed are not working and need to be shifted. Inside the Masters Circle you learn how to shift those habits to the ones that are far more powerful, much more focused and simple and that really work. Begin right now by evaluating your current habits and simplifying goals and tasks into 3s.

AND if you want an awesome shift to getting results then you can sign up for the Masters Circle AND you can work with me one on one in Laser Coaching so I can guide you personally in creating a practice that brings you the results you want.

Client Attraction Video Tip ~ Are You Inspiring People or Selling Them?

admin — Thu, 08 Dec 2011 17:23:06 +0000

You will gain a tremendous amount more success, more clients and more of everything that you want in your business when you focus on inspiring people to do things rather than selling them. It’s really so much easier than selling and SO much more fun too.

Watch this video where I explaining it to you.

The Hill Is Not That Big

admin — Thu, 01 Dec 2011 16:35:37 +0000

I want to share a personal story with you that has a wonderful lesson to it.

As you may know, I train in the sport of Triathlon. Yesterday when I was out on my bike for a 20 miler I was reminded of an important life lesson. I was headed for “the hill”. I’ve heard of this “hill” before and since I’ve never been on it I kind of made it into a much bigger hill than it really was ~ in my imagination. :-) When we got to the hill I quickly shifted to just focusing on the moment and to just keep going. Before I knew it I was at the top and feeling great!

When we focus too much on the future we tend to make “perceived” obstacles much harder than they really are. Sometimes we even make up obstacles that aren’t really there. Stay focused on the now and don’t make up obstacles!

It’s not as hard as you think to get to the top of that hill!

Warmly,

Kirsten

To Receive A Different Result You Must Take Action

admin — Sun, 20 Nov 2011 23:42:41 +0000

Here’s what I’ve learned. Most people somehow expect to receive a different result by simply just thinking about it. Now don’t get me wrong. Thinking about it is the very first step and it’s a step that must happen before anything else. However, in order for something awesome to happen you must THEN take action on it.

YOU must take action in order to get what you are looking to receive.

Now, here’s one of the big keys to taking action ~ use this guideline!

If you are looking to receive a different result than you have received in the past then you must do something differently.

Albert Einstein talked about this concept a lot in his life. If you want to receive a different result then you must DO something differently.

Here’s an example for you. If you are not already bringing in the lots of the ideal clients that you really want then you must do something differently AND take action differently then you have in the past.

If you are “stuck” in your business and are not making the kind of progress that you truly want to be making THEN you must take action and do something differently.

If you truly want to change people’s lives and be highly successful at the same time then TAKE ACTION!

Remember, do it differently in order to receive a different results.

Take action!!

The advisors and individuals who’s business is stuck have a tendency to do 1 of 2 things.

They don’t take action
They think that just doing more will get them a different result

I could go on forever on how just doing more of the same kinds of things not only gets you nowhere but is actually detrimental. Think about an athlete, if they just did more of everything they would become injured and basically go backwards in their training..

It’s really very simple.

How will you take action now in order to receive YOUR success

AND

What will you do differently vs. what you have done in the past in order to receive the true success you deserve.

Client Attraction Video Tip ~ The “Know Me Better System”

admin — Thu, 27 Oct 2011 23:36:28 +0000

Know What You “Really” Want & You’ll Get It Easier & Faster

admin — Mon, 24 Oct 2011 10:00:11 +0000

I see so many Advisors unfocused and non specific about what they “really” want! With all this fuzziness they are making it much harder on themselves to receive success.

It’s so important that you become very specific as to what you really want. When you are clear, specific and focused it will come to you so much easier. This goes for all kinds of areas of your business from client attraction to how much $$ you want to be making to how many hours you actually want to work.

For example, just saying I want to make a lot of money is not a clear, specific focused goal. You need to commit to I want to be making 400,000. a year by _____ year.

Another example, just saying I want to bring in 25 new clients in the next 8 months is not specific enough. You need to commit to ~ I want to bring in 20 new clients in ____ asset range of ______ target market (demographic) by _______ time frame.

The secret is ~ YOU need to be specific about YOUR goals and what you really want. Don’t water it down, be honest, clear, write it down and then go for it. When you write that goal down you will then commit to making it happen and your mind will start working on a plan to get you there.

You will be amazed how much further you get once you become Specific, Clear and Focused on it.

Taking The First Step to Attracting Larger Clients

admin — Fri, 21 Oct 2011 13:00:43 +0000

When you are working on building your business finding the larger clients can feel very very daunting! Most FAs feel this way if they have not done it already…..that is totally normal……but….it doesn’t have to feel that way. I can tell you from first hand experience I have found it much easier to work with 500K and 1 million plus clients than the ones below that. I have also found it a lot more simple and easy than you would think to find them and bring them in. Yes….I actually just said it is not as hard to find them as you may think.

Here is why. The people who have 500K and 1 million plus are big referrers and they gather in places communities & Institutions, clubs, stores which makes it easy to find them. Also, we know that they usually do certain kinds of work, for example like business owner or higher end professionals. If you haven’t already you should read the book, The Middle Class Millionaire.

When I personally made the shift in my business, which was luckily early on, I came to realize that it was my confidence and my own beliefs that were limiting me from building a whole practice around this asset size. I was under the impression they were harder to bring in and get more of….I was under this impression because other FAs in my office told me so! I could have just kept believing this for years unfortunately.

I did not have the luxury of believing them for long because I was a single Mom with a baby. So I took the attitude, what the heck I have to try something in order to bring in a lot more in assets and truly be successful! If I just sat around and believed these people in my office then I was certainly doomed for non-success. AND that was not acceptable for me. I then just went after the 500K plus right away with no turning back and nothing to fall back on and soon after that moved it to 1 million plus!

I prospecting in and around places that these families were. Private Schools, Art Galleries, Clubs etc. I made it clear to everyone that I met that this is what I was best at, working with families who have assets of over 500K. WOW I can’t even begin to tell you how fast the assets came rolling in! It was amazing.

This was a simple shift in mindset. If I had stayed listening to advisors around me then I would not have had that huge success!

Also, remember you are not necessarily looking for clients who have no FA you are looking for clients to move from another FA over to you!

For more on how to attract a lot more assets a lot easier join my Master’s Circle where I share ALL and give you the step-by-step systems you can plug right into your business.

Take Your Image Filter Off To Attract More Clients

admin — Thu, 20 Oct 2011 15:03:36 +0000

What I am about to share with you is the basis for serious client attraction. It will take a little thinking and some courage but it’s extraordinarily powerful.

For real client and asset attraction take off your image filter. You may have heard for years that image is everything! You may have been told you need a certain image in order to impress or bring in clients.

Here is the real answer to attracting clients…you need to take off your image filter and let the real you come through. So much has changed in this new world of financial services globally. One of the biggest things that has changed is that people now want real and genuine people. Thank goodness! They do not want companies they want people and they want people who are for real and are not afraid to be themselves with their clients. This is all a part of the ethics, trust and transparency that is evolving in business and magnified hugely in our field of financial services.

The challenge is that most financial advisors have been programmed to portray a certain image and to filter their genuine selves.

When you shed the filter and let yourself be real and transparent with your clients and prospects you will attract so much more than you can imagine. As a financial advisor I was dedicated to being the real me and it attracted a lot more larger clients into my business. When I would get a referral the referral would tell me that the client that referred them said I was real, down to earth and told them the truth and that they trusted me a lot.

Why is it so powerful.

People can intuitively tell if you are being genuine and when you are being genuine your passion and trust comes through. Remember being unique sells. When you show that you are not afraid to be yourself and let them into your world you are building such huge trust that it transfers into a highly powerful force of client and asset attraction.

I will be teaching some specific ways in my upcoming Masters Circle calls that you can take your image filter off and attract tons of clients with who you “really” are. However, for now here are some important tips to take with you. If your question is ~ how do I show that I am genuine and real and unique ~ then this will help you.

Use Social Media to connect with your clients and prospects so you let them into your world that includes your family and friends. My personal favorites are Facebook, Twitter and LinkedIn. These are great for advisors
Use video on your website or on YouTube to speak directly to your clients and prospective clients. AND most important don’t try and be perfect, just be yourself.
When you send out your newsletter or emails share something personal ~ you can use the example of my newsletters.
Consider doing audios to post on your website or link to your newsletter. Hearing your voice is valuable.

Concept to ponder: You do not need to be perfect. Just be your genuine self. I promise you that is what people “really” want! It may feel uncomfortable at first because our business has been so different in the past BUT it’s hugely valuable to get going on it. Soon you will feel the clients and the assets coming towards you and the greatness of it all is it’s coming towards the “real” you.

Your assignment:

Write a list of all the places you can share more about you and be real and genuine. Begin with the tips above but add to them in your practice. Write at least 5 ways.

Now before you get started imagine that you are speaking to a friend or your closest client. When you write, speak or share personal stories pretend that you are speaking to your closest client or a good friend. Your prospects want to see you like this too!

This is real client attraction. Remember it will take some trust and courage in yourself but WOW the results are amazing.

For more on how to attract a lot more clients a lot easier join my Masters Circle where I share all including my step-by-step systems on how to attract clients, that you can plug directly into your own business.

Branding That Attracts Your Ideal Clients AND lots of them!

admin — Wed, 10 Aug 2011 13:24:18 +0000

Let’s talk about branding today. For those of you who are Masters Circle members there are few things that I am going to say right now that will be “very” familiar and a few things that will be totally new.

First let me start with 5 super important words of advice for you!

Stop Trying To Fit In!

YOU are your biggest asset in branding. The you that is unique, genuine and natural. I know, I know, for most advisors this is not easy. We are so used to giving off a certain image. Well I am here to tell you that doesn’t work anymore in this new era of global business and especially in advising.

You’ve heard me say that 21^st century client attraction is all about being genuine, natural and uniquely YOU. You’ve heard me say that this new era of financial services (globally) is “really” different and that people make their decisions very differently on who they will entrust their money to and whose advice they will listen to. Well here’s how it work with branding. In a previous lesson I showed you how branding is YOU. It’s not your company and it’s not your team’s name it’s YOU. That’s how it works these days and that’s how clients come in these days. Let’s look at the old vs. the new. The new being what works NOW to attract a lot more clients a lot easier.

In the old days many advisors branded themselves as institutional with really large teams or what looked like in their branding as really large teams. They branded themselves as a larger company or relied on being with a larger company as their brand. They tried to blend in to a professional veneer within that world of columns and old school banks and money management firms. Their websites were (are) steel buildings on institutional virtual pages where everything smells and feels like large institution even if they are a small team. Very little can be found about them, who they are and why they are unique. In short there is NO personality to them! This is a HUGE issue in our new era of advising.

The advisors that are winning today in this new era do everything from a genuine transparent and natural branding point of view. It’s much more real and much more relaxed. They are not afraid to let people know who they are and most of all let their unique personality, experiences and excellent judgment shine in their branding. YOU are YOUR biggest asset in branding! I can’t say that enough.

The bottom line is!! People NOW, more than ever before in our history, want to work with “people” not institutions. They want to work with people who are unique and genuine. People who they have the opportunity to get to know in more than JUST business!

This is not just financial services there has been a lot of talk about this in the world of global business and branding. Today I am showing you two wildly successful commercials to show you what I am talking about. These are two of the top rated ads running on TV right now. Totally cool ads!

This Intel ad has “nothing” to do with a product or how well it works. It has everything to do with its personality. It shows its personality in a BIG way in this commercial.

This Travelers Insurance ad (one of the most popular on the air right now) is all about personality and as far away from institutional as you can get! No product or service! It shows people real life stuff that has nothing to do with institutions. You are brought into a home, a neighborhood and a pet’s life. By the way the dog that was used in this commercial is a rescued dog. Now how cool is that.

Your assignment:

Start showing people who you are! Let your personality come through. Be natural, genuine and unique. Here are three first places you want to do that.

On the homepage of your website

In every single newsletter that you send out

Are you a Client Attraction Masters Circle Member? If not then what are you waiting for? Join NOW to attract a lot more ideal clients a lot easier and faster. Work less hours and attract MORE ideal clients!