The RTB Monthly Newsletter
“The most manageable action plan for steady growth I have ever received.”
Every Thursday, you will get one actionable idea to meet new clients, engage with existing clients, and generate more revenue.
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Remembering, “No One Owes You Anything”
A powerful proclamation of empowerment and self-reliance!
Weekly RTB # 034
AI Tools for Financial Advisors: Content Creation and Digital Outreach
What AI tools can Financial Advisors use to enhance content creation and digital outreach?
Read More: AI Tools for Financial Advisors
Weekly RTB #033
Should You Deliver a Complete Financial Plan Before Someone Becomes a Client
The importance of giving your prospect a “test drive” to acquire their business.
Read About Delivering a Complete Financial Plan Before Someone Becomes a Client
Weekly RTB # 032
Client Events: Building Stronger Financial Advisor-Client Relationships
How Financial Advisors can use client vents to strengthen their Financial Advisor-Client relationships.
Read More: Building Stronger Financial Advisor-Client Relationships
Weekly RTB #031
The Power of Difficult Conversations: Deciphering Tim Ferris's Insight
How Financial Advisors can use difficult conversations to coach their teams to greater success and increased revenue.
Read about The Power of Difficult Conversations
Weekly RTB # 030
The Power of Niche: Enhancing a Financial Advisor’s Practice
In today's competitive financial advice landscape, advisors face an ever-growing pool of rivals. As competition intensifies, the need for differentiation becomes essential. One of the most effective ways to stand out and serve clients more holistically is by developing a niche.
Read More On Developing a Niche
Weekly RTB #029
Navigating Ethical Sales Practices: A Guide for Financial Advisors
In financial advising, where trust and transparency are invaluable, unethical behavior can leave a dark stain on a firm's reputation, erode client trust, and even result in regulatory repercussions.
Read About Ethical Sales for Financial Advisors
Weekly RTB # 029
52 Financial Planning and Investing topics to write about as a Financial Advisor
Ever Get Writers Block? I do. Here are 52 topics to write about so you don’t have to stare at a blank page again.
Read More: 52 Financial Planning Investing Topics
Weekly RTB #028
The Power of email Sequencing for Financial Advisors
In the ever-evolving landscape of sales and marketing, finding effective ways to engage with potential clients is crucial. Email sequencing has emerged as a powerful strategy, especially for financial advisors seeking to convert prospects into long-term clients.
The Power of email Sequencing for Financial Advisors
Weekly RTB # 027
The Importance of Active Listening in Client Relationships as a Financial Advisor
How active listening can help you better engage with clients and prospective clients.
Weekly RTB #027
What Roy Kent Taught Me About Happiness.
How do we be happy when we are constantly striving for the next achievement?
Weekly RTB # 026
Missed Opportunities
How is work? Such a simple and casual question.
But, so many advisors miss this as an opportunity to tell their story and engage with clients. Learn how you can not miss these opportunities.
Weekly RTB # 024
The Hardest Part of My Day
How I coach Advisors to strive for life/work balance instead of work/life balance.
Weekly RTB # 022
A Simple Framework for Engaging Presentations
How I coach Financial Advisors to deliver more engaging presentations.
Weekly RTB #021
My Business Tech Stack
I get asked about what tools I use in my business.
Here is a list of what I use, what I stopped using, and I am looking to use in 2023.
Weekly RTB # 020
This tool will save growth-minded Financial Advisors hours. And it is free!
How I train Financial Advisors on this tool to save them hours when producing content.
Weekly RTB #019
I hacked the greatest productivity hack of all time. Here is how.
Ivy Lee said to focus on six things each day. What if you have more than six, like most Financial Advisors do? Learn how to cycle your tasks and get more done in today’s post.
Weekly RTB #018
Mistakes Financial Advisors Make When Tracking Business Development Activities
Learn about the mistake I coach Financial Advisors to avoid when tracking business development activities.
Weekly RTB #017
This one conversation changed my entire career trajectory.
Five years ago, I got to hear Arnold schwarzenegger share his 6 principles live. It was inspiring and it changed how I approached my career and my goals. Read more to find out how it can change yours, too.
Weekly RTB # 016
Episode 8 | Shine Freely Podcast | Vicky Reeves & Clayton Boone
On this episode Clayton and I talk about managing vs coaching people, starting a business, working with self-doubt, finding work-life balance, and the role of authenticity in success. We also share some of our own experiences in the great city of Austin around discovering the positive health impacts of meditation and alternative medicine.
Why do we do this to ourselves?
'I feel shitty.'
The text said from a friend who had just tested positive for COVID.
'Well yeah, you have COVID; you are supposed to feel shitty,' I texted.
'Don't get me wrong, I have a massive headache all the time, and I feel tired,' he texted back, 'but that isn't why I feel shitty…
Weekly RTB #014
Why do some people achieve their goals and others do not?
You likely know the importance of goal setting. And you have likely used the SMART goal-setting framework.
But why do so many people still fail to achieve their goals?
They are likely not taking AIM at the wrong goals. Learn more about the AIM SMART framework to improve your goal achievement!
Weekly RTB # 013
Video is the new e-mail follow-up
I have sent a handful of these videos to people over the past couple of weeks via e-mail, and over half of the time, I have gotten a reply back saying,
"I LOVE THIS!"
Weekly RTB #012
We are all energy. Are you Catabolic or Anabolic?
The world is all made up of energy.
This idea is what Einstein's theory of special relativity is about; that we are not solid objects but masses of energy presented as objects.
If we are energy, does that mean we also put energy into the world? Absolutely!
Weekly RTB # 011
The 15 minutes social media strategy. That works.
Are you looking to increase the impact of your social media strategy?
Let's look at a firm with four advisors, each of which posts one time per week.
Weekly RTB # 010
What is more effective? Google Adwords or Coffee?
What if you spend $100/month on a Google AdWords campaign?
What if, instead, you take a client to get coffee?
What has the higher ROI?
Weekly RTB # 009
Paying yourself $1,000/hour
What do you do that is worth $1,000/hour?
Because it wasn’t till I started focusing on my $1,000/hour activities that I saw transformational growth in my career and income.
Weekly RTB # 008