☕ Advisor Sunday Brew: Did you know 58% of your clients are doing THIS?!



“Successful people are not gifted; they just work hard, then succeed on purpose.”


The First Sip


Hey Sunday Brewers! 

We’ve got energy hacks ⚡️

Brand new survey data for advisors 📊

And a free PDF download to help your event go VIRAL 🚀

Grab a cup of your favorite brew and let’s dig in…

I want you to imagine having perfect eyesight for 59 years…

Then almost overnight, it’s gone.

Because that’s what happened to Connie.

Fifteen years ago, doctors diagnosed Connie with glaucoma and her eyesight rapidly declined until she became blind in a matter of weeks.

Doctors told her that her vision was inoperable and there was nothing that could be done.

Rather than sulk, Connie went on living.

Ice skating, kayaking, camping, concerts…

She continued to do all of the things she loved. 

 In her words: “I just lived life as much as I possibly could the way I did before I lost my sight.”

Then something changed.

After a series of events, she met with a new ophthalmologist who gave her some surprising news.

“It’s not glaucoma, Connie…you have cataracts!!”

“We can treat this!”

Connie had simply been misdiagnosed 15 years earlier.

All she needed was a simple procedure and doctors believed they could restore her vision. 

And that’s exactly what happened. 

On November 12th, they operated on her right eye.

“When they took my patch off the next day the first thing I saw was the nurse’s eyebrow, eyelashes, and pupil and I started crying,” Connie recalls. 

“She had me read an eye chart and the first line I read was 20/20.”

Several weeks later, the second eye was successfully operated on.

Since then, Connie has been able to see her oldest grandchild for the first time since she was an infant.

And she’s laid eyes on her other eight grandkids for the very first time!

As for her husband, who has been there by her side through it all?

“He’s still the most handsome man ever and I’m still completely in love with him.”

Rather than being bitter about her 15 years of lost vision, Connie is thrilled to have a second chance at sight.

Her next stop?

The Oregon Coast, Yellowstone, and the Rockies


1 Caffeinated Neurohack



Looking for an easy way to boost your energy and jumpstart your day? ⚡️

Try drinking hot lemon water early in the morning 🍋 ☕️

Lemons are LOADED with B-complex vitamins, which have an energizing effect on the body.

They also contain vitamin C, iron, calcium, potassium, fiber, and magnesium.

When combined together, this concoction of nutrients helps to 

  1. Fuel the body with energy, and…
  2. Strengthen the immune system to fight off viruses & colds

Want to know the best way to prepare hot lemon water?

Check out this tutorial on our YouTube channel!

Give it a try for two weeks and see if you can feel the difference 💪

☕  TL;DR: Drink a cup of hot lemon water in the AM to boost your NRG ⚡️


Marketing Psychology Quick Hit



Have you noticed a trend among clients in 2021?

According to a new study of several thousand Americans, 58% of people have “completely” changed how they think about money…

…due to the pandemic.

Other interesting findings:

  • 48% of people have increased the amount of money they hold in their emergency funds
  • 3-in-10 people say their top financial struggle is establishing good spending habits
  • 20% of people have set new savings goals in order to build healthier financial futures
  • 28% of people began investing in stocks, crypto, or opened a 401k for the first time during the pandemic

What do these findings tell us?

People want (and need) to be educated on the little things before they can do the big things.

So unless you’re exclusively going after HNW clients who already have their stuff together, maybe you should strip back your marketing and get more basic.

Look for more ways to integrate simple financial education into your emails, webinars, and social media posts. 

Guides, calculators, how-to videos…the whole deal.

People want to partner with non-judgmental advisors who are willing to teach.

☕  TL;DR: People are in a place where they want to learn about money. Use your marketing to teach them!


Weekly Industry Catch-Up



Robinhood, the popular DIY trading platform that was at the center of the Gamestop craze earlier this year, IPO’d on Thursday with a bit of a thud

U.S. GDP fails to meet expectations for Q2 2021…

And markets aren’t sure what to make of a mixture of conflicting economic indicators.

Here’s what else happened:

🔹 Zeros. The Fed decided to hold rates near zero, even as worries over a fourth-wave of the pandemic threaten to put another dent in an already compromised economy. Experts predict the Fed will continue to hold rates until late-2022.

🔹 Rebound. Bitcoin has clawed back a good portion of the gains it lost since its steep drop-off began in mid-April. 

The popular crypto coin has seen its longest winning streak of the calendar year, with more than a week of positive gains.

But could Ethereum be the coin to keep an eye on? At least one expert believes it’ll leave Bitcoin in the dust by the end of the year.

🔹 $100 billion streak. Amazon posted its third straight $100 billion quarter, but still fell short of expectations. Now that’s what you call sky-high expectations!

AMZN shares are up 11.5% in 2021…nearly 7% below the S&P 500 Index’s pace.


What’s New in SHIFT Nation?



The Appointment Engine Masterclass REPLAY is available until 8pm EST Monday! 1,000+ advisors registered…don’t be the one who missed out!


Survey says….73% of advisors are meeting with 2 or fewer new prospects each week. 

That’s unacceptable in our books! Tune in this week to the Virtual Advisor Power Hour to see what we’re brewing to solve this travesty. 


Click HERE to get the new 11-pg guide showing the free technique we used to get 1,307 attendees registered for an event in < 72 hours


In your corner,

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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