☕ Advisor Sunday Brew: 84% of millennials say *THIS*


“Being rich is having money; being wealthy is having time.”


The First Sip


Hey Sunday Brewers! 

We’ve got plenty of goodies for you this morning, including:

☕  The ‘2-Minute Rule’ for insane productivity

☕  Why “UGC” could be the secret to growing your practice

☕  And a story about an elk…a tire…and two clever pals.

We often use expressions like having “weight on my shoulders” to explain a stressful or burdensome situation.

But for one elk in the Colorado mountains, this saying was no metaphor – it was reality!

For two years, local wildlife officers and park rangers have tracked a young bull elk who mysteriously had a car tire dangling around his neck and shoulders.

They first saw him on trail cam footage a couple of years back and have since spotted him dozens of times.

Unfortunately, they’ve never been close enough to safely help him.

But fearful that the tire would become tangled in branches or, worse, in the antlers of another elk during the rut… 

…the wildlife staff made it their mission to remove it.

And on their fourth attempt, they were successful

This past week, Dawson Swanson and Scott Murdoch bravely responded to a neighborhood sighting of the elk and safely tranquilized the 600-pound 10-pointer.

This allowed them to remove the tire without scaring, hurting, or removing him from his habitat.

Inside the tire, they found over 10lbs of debris and trash.

Thankfully, there was no serious damage to the elk and he’s expected to live a normal, healthy…and much happier life. 

“The saga of this bull elk highlights the need for residents to live responsibly with wildlife in mind,” the wildlife officers say.

And for one elk, it has to feel as if the weight of the world has been lifted from his shoulders!


1 Caffeinated Neurohack


It’s not always the big tasks that slow us down or eat up our days.

In many cases, I’ve found it to be the dozens of small tasks that get thrown onto our plates at the last minute that hold us back.

And if it weren’t for the “2-Minute Rule,” I think I’d be a lot more overwhelmed. 

The 2-Minute Rule is extremely simple, yet highly useful for when you don’t want to waste time contemplating when to do something or where to prioritize it on your to-do list.

Just ask yourself one simple question:

“Can I do this in less than two minutes?”

If the answer is yes, do it immediately.

If the answer is no, add it to your to-do list for later.

By taking care of these simple tasks in real-time, you avoid creating a long to-do list, which only adds to feelings of stress and overwhelm.

Try it this week and let me know what you think!

☕  TL;DR: If you can do a task in less than 2 minutes, do it right away.


Marketing Psychology Quick Hit


In case you haven’t heard, millennials have surpassed baby boomers as the largest living adult generation.

They also have annual buying power of $1.4 trillion!

Not only are they growing their own wealth, but they’re about to experience the single-largest transfer of wealth in human history.

While they don’t quite have the assets that boomers have just yet, they will eventually.

In other words, now’s the time to connect with millennials.

And do you know what motivates millennials when choosing an advisor?

Their own peers.

According to a study, 84% of millennial customers say user-generated content (UGC) like reviews and testimonials affect their financial decisions.

In fact, UGC is a whopping 12X more trusted than brand-generated content.

Thankfully, the SEC now allows insurance and financial advisors to use testimonials in marketing.

If you haven’t already, I would HIGHLY recommend gathering testimonials from all of your clients and using them in your marketing.

Incentivize them if you have to…but just do it!

☕  TL;DR: Use client testimonials to gain the trust of millennials, who are about to enjoy the largest wealth transfer in human history.


SHIFT Nation Conversations


Do you know any top 1% sales pros who are hungry to earn a net income of $60k to $200k/yr? We’d love to get in touch.

Here’s the link to share 👇

5 Remote $7k – $20k/m position now open -> https://forms.gle/zaGxGHsmQ7bAfJ6x5 


Paula’s been independent for just ~90 days, but sold 8 policies in the past 30 days using one simple method! Get the REPLAY here!


What if I told you there was a way to make Gmail organize your emails for you…

…so that you open up your inbox and ONLY see the messages you need to see? 

Here’s a 3 minute and 48 second video that shows you how.


Weekly Industry Catch-Up


Here’s some of what happened over the past week 👇

🔹 Mixed bag. It was a good week for crypto and stocks, but a bad week for the global supply chain (which is likely to get worse before it gets better.)

With ports backed up and suppliers out of raw materials, parents be warned: Now is the time to buy holiday gifts for the kiddos.

🔹 Price spike. Inflation is here – and it ain’t going anywhere but up! However, there are ways for investors to slay the inflationary beast coming for their portfolios.

🔹 Show me the money. CNBC just released its list of the top FAs in the United States. And wouldn’t you know it, they’ve got a buffet of differing opinions on where to invest in 2022.


Be Well

Jeremiah D. Desmarais

CEO, Advisorist


#1 in ROI-Driven Training for Advisors

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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