☕ Advisor Sunday Brew: Brains 🧠 , biceps 💪 , & meme coins 🐕



“The bad news is time flies, the good news is you’re the pilot.” 

–Michael Altshuler


The First Sip


Hey Sunday Brewers! 

Inside this edition of the Sunday Brew, you’ll discover…

What BIG biceps can teach you about your brain at work 💪

How a simple reframe can bypass a prospect’s “critical factor” 🧠

And the story behind behind one advisor’s path from ZERO appointments to 30/week…without spending a dime on ads 👀

But first a little inspiration…

In early 2017, Miguel Figueroa encouraged his 9-year-old daughter Illiana to start her own YouTube channel – similar to the ones she enjoyed watching so much.

But her response left him close to tears…

“She said, ‘Well, I can’t, because I have autism,’” he recalls. “And it really broke my heart.”

But Miguel knew she just needed a little encouragement, so he renovated the family’s basement and turned it into a modern YouTube studio.

Then he convinced Illiana to do just one episode reviewing pop culture…

…and she was HOOKED!



“At first, I thought I was scared because I have autism,” an honest Illiana says. “And then when I did the first video with my dad, now I was getting used to it and being happy with him.”

After that first “Toy Quest101” episode in 2017, Miguel says he saw his daughter immediately transform right before his eyes.

She began talking more, engaging in conversation, and pronouncing new words.

Illiana found her passion and the father-daughter duo hasn’t looked back.

Just four short years later and their YouTube channel has nearly 120k subscribers.

But more importantly, the Figueroas are showing others that disabilities are not roadblocks to accomplishing your dreams.

“It gives me goosebumps because no matter how many subscribers we have, no matter if we have 55 million views, if we could impact just one person and even if it’s one little girl, that’s what matters the most,” the proud dad says.

Cue the Spiderman theme…


1 Caffeinated Neurohack



Your willpower is like a muscle.

Continuously using your willpower over and over again depletes your resources and leads to exhaustion. 

(Which hurts your productivity, efficiency, and decision-making.)

Much like when you go to the gym, there’s a limit to how much weight you can lift before your muscles reach failure.

As an insurance or financial advisor, it’s not any one big decision that causes your willpower “tank” to go to empty. 

It’s the cumulative effect of dozens of small exertions that add up throughout the day.

By learning how to conserve willpower, you can perform at your best for the entirety of the workday. 

Here are a few research-backed strategies:

  • Stop multitasking and work on one task/goal at a time.


  • Use time blocking to reduce the number of times you switch between tasks.


  • Put as many processes on autopilot as possible (including LinkedIn prospecting, managing your email inbox, scheduling appointments, etc.)


  • Don’t make big decisions on an empty stomach. (The glucose in your bloodstream is responsible for fueling your source of willpower. It comes from carbohydrates. No food = no willpower.)

Just like lifting weights can beef up your biceps, making tweaks to your daily habits can give your willpower a boost.

☕  TL;DR: You only have so much willpower – conserve it by making smarter decisions throughout the day.


Marketing Psychology Quick Hit


One of the biggest challenges to selling whole life, term life, retirement planning, wealth management, group benefits, etc. is getting people to let down their guard.

They’ve seen these products 100s of times before and have probably even had a bad experience with a pushy salesperson in the past.

So you can’t always come at them directly.

The best thing you can do is REFRAME the ordinary into something unique.

Reframing an ordinary idea is ultimately a 3-step process:

  1. Understand how the prospect looks at the ordinary idea 
  1. Consider what you want them to believe.
  1. Determine how you can get them to look at the ordinary in a new way that causes a light bulb to go off in their brain. 💡🧠

And do you know what I’ve discovered in my decades in the business?

It’s easier to change someone’s belief when they don’t feel like you’re trying to sell them on something. 

When I talk with advisors like yourself, one of my top suggestions is to reframe how you ask for an appointment.

❌  Don’t say: “Can we meet to discuss your finances and see if I have any services that may help you?”

✅  Insteads, say something like: “Would you be interested in having a 15-minute coffee chat to get to know each other better?”

If a prospect is in a sales frame of mind, they’re critically analyzing everything. 

But if you can reframe the appointment as a friendly “chat”, you’re able to bypass the brain’s “critical factor” and have a more meaningful conversation…

…one that could set you up for fees, commissions, or AUM down the road.

Give it a try this week and let me know how it does for you!

☕  TL;DR: Don’t ask a prospect for a “meeting.” Instead, ask for a “15-minute coffee chat.”

Weekly Industry Catch-Up



Crazy crypto swings…reports of the president’s new tax plan…new vaccine developments

It was another interesting week in the markets.

Here’s a look at what else happened:

🔹 DOGE-Craze. On April 20, an energetic swarm of internet crypto traders planned to push Dogecoin “to the moon” 🚀  – a.k.a. to a $1 price point. They failed to reach their goal of 10X’ing the popular meme coin in a matter of days, but analysts warn against writing $DOGE off just yet. (Others say it’s just a Cabbage Patch Doll.)

🛑 Wait…full stop 🛑

What the heck is a Dogecoin anyway?

Glad you asked: It’s an alt coin that started as a joke based on a meme of a dog and eventually gained massive popularity on Reddit, leading to 6,000% gains in just 4 months.

If none of that makes sense…well…consider yourself normal.

Want to ask our resident Crypto Millionaire what it all means? 

Scroll to the bottom for a special VIP invite…


What’s New With Advisors Succeeding




This simple email subject line framework could BOOST your open rates (and give you PRIME inbox ‘real estate’)


🧠 MONDAY! Learn how crypto works in layman’s terms…so that you have the answers when your clients come asking (free fireside chat 🔥)



Imagine waking up every morning and having 2 to 3 appointments automatically scheduled on your calendar without spending a dime on ads…“Mrs. O” tells all!



Find out what lead gen tricks I discovered from THIS ^^ simple LinkedIn poll (and possibly gain access to a FREE training)


Be Well



P.S. Feeling like you’re out of touch with all of these new “crypto” terms and financial slang? 

Join Monday’s “Crypto Investing Fireside Chat,” where RIA Jeff Nabers will explain what’s happening in layman’s terms.

Even if you aren’t personally interested in crypto, he’ll give you some good info to answer client questions.

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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