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Wise Advisors

We define Wise Advisors as seasoned professionals who understand that success is in the fundamentals; not ‘magic marketing bullets’. Wise advisors seek to simplify the way they pursue success without complicating their life and business.

  • Are you interested in working with peers who share your beliefs and understand what you really want? To work smarter, not harder.
  • Are you overwhelmed in the search for finding a suitable agency or IMO?
  • Are you of the mindset that the thinking that got you to where you are today isn’t the thinking that will take you to the next level?

Wealth by Wisdom™ Fundamentals:

  • LEVERAGE YOUR THINKINGJames Allen said, “You are today where your thoughts have brought you; you will be tomorrow where your thoughts take you.” We agree.It is imperative that you understand how you think; why you act as well as why you don’t act. Our Wise Advisor Assessment helps us understand how you think and what that means to your success. The review of this assessment will change how you approach situations and show you how you can perform at the top of your game – forever.
  • GAIN CLARITY & GET FOCUSEDStephen Covey says, “Begin with the end in mind.” We agree.Start with a clear vision of success, then align every goal, strategy and action accordingly. We’ll help you clearly articulate your end goal and create a succinct and powerful plan of action to get there.
  • SIMPLIFY YOUR PURSUITAlbert Einstein said, “Everything should be as simple as possible, but no simpler.” We agree.A simple approach to growing your business makes a lot of sense, especially in this industry. We’ll help you simplify how you build and sustain a highly successful practice.
  • ARTICULATE YOUR UNIQUENESS Larry Winget said, “Branding is discovering your uniqueness and learning to exploit it.” We agree.To escape the sea of samenessyou need to do two things. First, you need to discover your uniqueness and define what value that uniqueness holds for your ideal clients. Secondly, you need to share that message in a powerful, professional and compelling manner. We’ll help you make that happen.
  • DUPLICATE YOUR BEST CLIENTS – OVER AND OVERMark Sheer says, “Stop asking for referrals, start getting favorable introductions.” We agree.Is there any better way to build and sustain your business than duplicating your best, most enjoyable, most profitable clients? We’ll show you how to stop asking for referrals and start getting favorable introductions. The process is personal, professional and easy to duplicate.
  • MENTORSHIP & ACCOUNTABILITYStephen Covey says, “Accountability breeds response-ability.” We agree.All of our advisors have regular access to mentors through our conference calls with peer mentors and a professional coach. Mentorship brings accountability to life. With accountability, intention becomes action.