The Heart-Led Growth Strategy

There is immense power and unwavering passion in knowing that your work doesn’t just shape lives but changes them and the world around us. Yet, too often, Financial Advisors find themselves caught up in the minutiae of business management or the routine of day—opening and closing cases, and meeting sales goals while managing their business.

But keeping your heart and mind focused on your mission transforms your perspective. It allows you to work with purpose, reminding you that every action you take has a profound ripple effect across lives and generations.

It’s not just about transactions; it’s about transformation.

Ask yourself these pivotal questions:

How does my work change the world?

What impact does my guidance have on a single client and their family?

What happens if they miss out on working with someone like me?

Answering these questions underscores the critical role you play in safeguarding futures. You are a guardian, a beacon of financial security and peace amid uncertainty. Through your dedication:

• You empower families to realize educational dreams.

• You secure retirements with confidence and stability.

• You shield homes from the upheaval of illness or disability.

• You make dreams of homeownership a reality.

• You enable unforgettable dream vacations.

• You save clients from unnecessary tax burdens.

• You navigate the complexities of estate planning with care and foresight.

Without professionals like you, many would face futures fraught with financial insecurity. Your work isn’t just a service; it’s a lifeline.

Consistently reflecting on the impact of your efforts is critical to working with passion and conviction. It reignites the passion that fuels your mission, even amidst challenges, setbacks, and hundreds of unread emails in your inbox.

Because you’re not just selling services—you’re on a mission to empower and uplift lives, ensuring financial security and peace of mind.

Now start to play with your heart and watch your business grow.

Your Play to Win Coach,

Andrea

I am inviting you to join me…

REFERRAL MASTERY LAB

Thursday, October 17 @ 11 am-2 pm EST

If you have struggled with Referrals.

If you think you are NOT good at gathering referrals.

If you want to “master” the Referral Skill and implement a Referral Skill System that generates referrals every day…

Then I invite you to join me on October 17 from 11 am-2 pm EST

Here’s what you will learn:

• Learn the one skill that needs to be mastered to grow your referrals.  And, it’s not what you think.

• Discover your passion and mission in your business.
• Create your own “authentic language” when asking for referrals.

• Stop feeling “salesy” when asking for referrals.

• Know how to handle EVERY objection when asking for a referral.

• Create an ATM machine for referrals…The Market Research Kits.

• Discover the email that will get your Referrals immediately scheduled

See you at the top!

Your Coach,

Andrea