☕ Advisor Sunday Brew: 🧍Standing desks, make clients LOVE you



“We rise by lifting others.”


The First Sip


Hey Sunday Brewers! 

Life changing conversations… 

A hack for increasing advisor productivity by 45%…

Tips for preventing client PPR…

We’ve got it ALL this week…

Ever had a conversation that changed your life?

Susan Ellis and Tia Wimbush – who both work at Children’s Healthcare of Atlanta – know exactly what it’s like…

…after a chance encounter turned into a life-saving exchange.

The conversation started with small talk and chit-chat – just a couple of coworkers catching up. 

But as they talked, they learned that both of their husband’s were on the waiting list for kidney transplants.

(What are the odds?!)

After comparing notes and talking about blood types, they quickly realized that they could potentially be donor matches…

…for each other’s husbands!

“My thought immediately was that we could help each other and stop the suffering of two families,” a joyful Tia recalls.

After speaking with their husbands and scheduling the proper tests, they found out that they were indeed matches!

Surgeries were quickly scheduled for December of last year.

But before the procedures could be performed, Lance suffered a setback.

The surgeries were rescheduled for January 2021.

Then Susan tested positive for COVID.

The procedures were once again rescheduled.

Finally, after months of setbacks, the two couples got the “all clear” and a surgery was performed on March 19th of this year.

The third time was a charm…

The transplants were successful and both husbands are doing well.

All because of a simple and vulnerable conversation.

“Our story is a story of kindness,” Susan says

“It ended up in a kidney exchange, that was the result of it, but it started with human beings just human beings and checking on each other,” Susan says. 

In a world where it’s easy to get distracted with social media, negative news, and the busyness of our own lives…

…sometimes slowing down for a conversation can lead to incredible, life-saving outcomes. 

Here’s to living intentionally this week!


1 Caffeinated Neurohack


With the shift to virtual advisory over the past year… 

I know many advisors who are now spending 8, 10, even 12+ hours at their desk on a daily basis.

And while I respect the grind, the truth is that sitting for that look isn’t good for you.

I know because I used to do the same.

But I’m 100% “Team Standing Desk” now…

…and I don’t see myself ever going back.

If you’ve never tried a standing desk, I would highly recommend it!

Research shows…

⚡️  Individuals who stand at their desks are 45% more productive

🧠  People who use standing desks notice better moods & more energy

😊  Standing desk users experience 54% less upper back and neck pain

This is not an advertisement – I have no stake in standing desks! 🤣

Just a guy who’s seen how useful they are firsthand.

And I’d challenge you to try one for yourself.

☕  TL;DR: Try a standing desk…your mind & body will thank you.


Marketing Psychology Quick Hit


If you’ve ever purchased something and then immediately regretted it…

…you’ve experienced what psychologists call “Post Purchase Rationalization,” or PPR.

As an advisor, you want to do everything you can to ensure new clients never experience PPR.

If you don’t, you’ll end up with a frustrated and timid client base that always has one foot out the door.

Here are some helpful tips for reducing PPR and reassuring clients that they’re doing the right thing:

1️⃣  Send a follow-up Loom video within the first few hours after paperwork is signed. Encourage and re-affirm that they’ve made the right decision.

2️⃣  Send a 3-part email drip sequence over the first 3-5 days that explains the benefits of the product/service that was just purchased.

3️⃣  Mail a handwritten thank you note or gift. (Your gratitude will make them like you more.)

☕  TL;DR: Always reassure clients that they’ve made a good decision by developing an intentional post purchase strategy.


Weekly Industry Catch-Up


Wall Street climbs, crypto struggles, and the beat marches on. 

Here’s a look at some of the top headlines from our little corner of the world:

🔹 ‘We have a deal’. President Joe Biden says the White House has struck an infrastructure deal with a bipartisan group of senators. It reportedly includes $579 billion for roads, bridges, broadband, and the like.

🔹 Bullish as ever. Despite a rough 2-month stretch that’s seen crypto valuations nearly halved, the sentiment among top investors is as bullish as ever.

Billionaire Tim Draper sticks to his $250k BTC prediction by the end of 2022, while fellow fat cat Mark Cuban says “banks should be scared” of crypto and DeFi.

In related news, a Silicon Valley VC firm just launched a new $2.2 billion crypto fund.

🔹 Boom or bust? It was a surprisingly muted Amazon Prime Day, with the e-commerce giant failing to self-report the robust numbers it typically sees. 

Bloomberg says the lack of promotional fanfare raises red flags – though it’s possible Amazon execs have bigger fish to fry.

🔹 Berkshire Buffet. With his most recent donation, Warren Buffet has now given away more than $4.1 billion – making good on a 2006 pledge to give away all of his Berkshire shares during his lifetime.

Buffet also made news this week when he announced his resignation as a trustee at the Bill & Melinda Gates Foundation.


What’s New With #SHIFTNation?


Want a copy of Eve Duke’s “A+ Morning Routine Guide” for advisors? Grab it here!


How to smooth over this tiny friction point that could be hurting your ability to connect with prospects on LinkedIn


In your corner,

Jeremiah D. Desmarais

CEO, Advisorist


#1 in ROI-Driven Training for Advisors


Ps. Quick favor? Our researchers are working hard on bringing you the right dose of inspiration, tips, market highlights in the Brew. 

It would mean the world to our team if you could send me a quick reply and let us know if we’re hitting the mark… 

Or you’d like to see something different. 

And please be blunt. We got rhino 🦏 skin 😂

Just hit reply and let us know. Thanks so much in advance for this FAVOR!

Jeremiah Desmarais

Jeremiah Desmarais

Jeremiah is the founder and CEO of Advisorist® and is a 23-time award winning financial marketer, a TED speaker and philanthropist. He’s been featured on Forbes, CNN, and Worth. His work has generated over $2 million insurance leads and helped advisors in over 51 countries generate over $300 million in sales commissions. He is the author of the best selling book, SHIFT.

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