☕ Advisor Sunday Brew: Let the endorphins flow


“Forget the mistake. Remember the lesson.”


The First Sip


Hey Sunday Brewers! 

We’ve got lots of value packed inside for you.

Including brain science, branding, and an impromptu poem.

But let’s start your morning off right with a sip of something good…

It was 1975…

…when a young woman by the name of Colleen Distin went to see a movie at the historic “Majestic Ventura Theater” in Southern California.

After returning from the movie, she realized her wallet was no longer in her purse. 

She frantically searched for the wallet, but couldn’t find it anywhere.

A phone call to the theater turned up nothing, either.

After a couple weeks of trying to track the wallet down, she chalked it up as unfortunate and moved on.

And when I say Colleen moved on, I mean she hasn’t thought about the wallet in 46 years.

Then a couple of weeks ago, an employee was working on remodeling the old theater when he discovered…

…an old wallet!

The wallet was laying on the ground inside the dusty crawl space.

Tom Stevens – the man who found the wallet – could immediately tell that it had been down there for years.

So he opened it up…

And found a treasure trove of relics, including…

📸  Old pictures

🎟  A $5 ticket to a Grateful Dead concert

📝  And several handwritten notes


After sharing a post on the theater’s Facebook page asking if anyone knew Collen Distin, the search was on.

Thousands of shares later, someone found the post and called up Colleen.

“I’m shaking,” she said after being reunited with the wallet. 

“It says a lot about our society, that people are looking for a human story and something to feel good,” Colleen says.

“People need to see the gratitude. I think there’s so much other negative stuff that I think this is what touched people.”


1 Caffeinated Neurohack


Thought pre-game routines were only for athletes?

Think again!

As an advisor, initiating a smart pre-game routine prior to something like a VAPH session or continuing education class can prime your brain for optimal learning and recall.

And research shows that an exercise routine is most effective.

But don’t worry…

No need to run 10 miles or do an intensive power lifting session.

Just get up and move.

By increasing circulation, you decrease stress hormones and encourage the flow of glucose and oxygen to your brain. 

This fires up energy production and stimulates the release of positive endorphins.

So not only will you feel good, but your brain will be energized and ready to soak up some knowledge. #winning

☕  TL;DR: A little movement prior to learning will enhance your brain’s performance and recall.


Marketing Psychology Quick Hit


In the virtual world, your online presence is your first impression.

That means your LinkedIn profile, website, and whatever else pops up on Google when people search for you…

…is how people will perceive you.

And when I work with our high-level clients, I’m always taken aback by how many advisors get this completely wrong.

But here’s the thing…

It’s not your fault, per se.

The problem is that nobody has come along to teach you the right way to brand yourself.

And while I can’t give an entire breakdown on branding in this email (we have plenty of other resources showing how)…

…I do want to make one point:

People don’t care about your company, logo, corporate mission statement, or what carrier you work with.

They care about YOU.

If you’ve ever doubted that, consider the following:

Why does Elon Musk have ~57 million followers?

While Tesla has just ~10 million followers?

It’s because Elon is a person.

Tesla is a business.


Be yourself and let your personality shine through. 

Not sure where to begin?

Here are some ideas:

💡 Record a quick 3-minute selfie-style video in your kitchen and explain why you chose a career in financial services

💡 Scrap the stuffy company logo in your LinkedIn banner and replace it with a client-focused Unique Selling Proposition

💡 Use your social media profile to share a personal win that happened in your life over the past week…and ask others to share one as well

Prospects and clients don’t want the “fancy” person. 

They want the real down-to-earth advisor they can trust and connect with!

☕  TL;DR: People buy from people. Focus on personal branding over corporate branding.


Weekly Industry Catch-Up


It was anything but a quiet week in the markets…

As we inch closer to a return to pre-pandemic normalcy, many are left skittish about the short-term impact the past 14 months have had on the economy.

Here’s what’s happening…

🔹 Change on the way. The Fed opened it’s megaphone of a mouth and moved up the timeline for rate hikes. 

Inflation is risingmortgage rates, too. 

Time to encourage clients to make some smart money moves.

(Okay, that’s the first and last poem you’ll find in the ‘Brew.)

🔹 Thanks, but no thanks. Eight states across the U.S. have put an end to federal unemployment benefits (as of yesterday). Here’s what that means for 400k Americans.

In total, 25 states are in the process of weaning off federal funds ahead of the September 6 expiry date.

🔹 Hedge funds go crypto. A new survey of 100 hedge fund CFOs around the world, execs expect to hold an average of 7.25% of all assets in cryptocurrency by 2026.

This report comes on the heels of Paul Tudor Jones’ announcement that he likes Bitcoin as a tool for portfolio diversification.


What’s New With #SHIFTNation?


✅ The clever way Dan “meets” with 40+ individual clients every quarter…without actually having to carve out time for 40 meetings

PLUS…Dan’s been building a new podcast this year, and here’s what our resident coach Benjamin Brandt had to say: 




Find out how to get your FREE swipe file of high-converting email subject lines for advisors…by advisors


Enjoy your Sunday,

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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