☕ Advisor Sunday Brew: Prepare to be 10% happier…starting NOW



“No one is useless in this world who lightens the burdens of another.”

-Charles Dickens


The First Sip


Hey Sunday Brewers! 

If you’re into happiness hacks

Conversion rate boosters

And $43,000 commission-escalating secrets…

You’re in the RIGHT place!

But before we get to those…let’s start with a little taste of something GOOD! ☀️ ☕️ 😊

When the garbage truck pulls into Emma Grace’s neighborhood in Vestavia Hills, Alabama, nothing else matters.

The little girl with special needs makes a beeline for the driveway so that she can steal a few seconds with her friend, Mr. Elbert Berry, who drives the garbage truck.

“Oh she loves him. She loves him,” says Emma Grace’s mother Laura. “And he loves her, too.”

The unlikely bond between Emma Grace and Elbert started with a simple wave.

The first day he came through the neighborhood, he started waving to her. Emma became very excited and the two struck up a friendship.

One day, she asked Elbert if she could snap a picture of him so that she could take the photo with her “every day.”

A few weeks later, she returned the photo inside a card.

Touched by the gesture, Berry decided to turn that same picture into a necklace.

On the back of that necklace is an inscription that reads: “You are the best part of my day!”

Emma Grace’s face lit up when she got the thoughtful gift.

“It made me think that he was the kind of person who should be celebrated,” Emma Grace’s mom said. 

“But probably more important than that, he is the kind of person we should all try to be more like.”

Cue the ‘awwwwwww’…. 😍


1 Caffeinated Neurohack


Researchers have found that a one-time act of gratitude results in an immediate 10% increase in happiness

And here’s the best part: It doesn’t have to be some elaborate scheme or huge investment of time.

The simplest acts of gratitude lead to an immediate increase in happiness.

Better yet, the more you practice gratitude, the more habitual it becomes.

Like learning how to play a song on the piano…

The more you practice, the less it sounds like pots and pans slamming together, and the more it sounds like a beautiful and harmonious tune.

There are plenty of different ways to practice gratitude, but here are a couple of ideas:

🙏  The ONE Thing Exercise

As soon as you wake up – but before you get out of bed – pick ONE thing that you’re extremely grateful for and repeat it 10 times.

For example, “I am so happy and grateful that I get to run my own business and control my own income.”

🙏  The 3 People Exercise

Think of three people that you’re going to interact with today and name a reason you’re grateful for each of them.

Not only does this make you instantly happier, but it will make your interactions with that person that much more powerful.

☕  TL;DR: A simple act of gratitude can instantly make you 10% happier.


Marketing Psychology Quick Hit


Anytime you want a prospect or lead to take a specific action, you should use a call-to-action.

But instead of using generic CTAs like “click here” or “register now,” take the time to personalize them and add more benefits.

For example, if you’re trying to get someone to subscribe to your email list, don’t say “subscribe now.”

Instead, say something like: “Click here to get the latest market updates delivered to your inbox each Friday morning!”

According to research from HubSpot, personalizing your CTAs like this leads to 202% better conversions than generic, default versions.

That’s what I call doublin’ down.

☕  TL;DR: Using a more specific and personalized CTA leads to a 202% higher conversion rate.

SHIFT Nation Conversations

Missed our LIVE 1-on-1 LinkedIn teardown with Ralph G? Catch the replay for a limited time and learn the one thing he did to generate $43k in new commissions in a matter of weeks.


Check out Chris G’s latest LinkedIn hack for targeting prospects on LinkedIn with laser-specific reach.


Weekly Industry Catch-Up


🔹 Up, down & all around

While latest resorts show economic growth rates slowed to 2% on a sharp slowdown in consumer spending, a bounce back in consumer confidence signals brighter days could be ahead.

Meanwhile, home prices continue to experience an astonishing rise (increasing at an annual rate of 19.8% in the latest Case-Shiller report.)

🔹 Gen Z gets focused. A new report shows adult members of Gen Z are now hyper focused on savings and financial literacy after the surprising shockwaves of the recent pandemic.

In total, 7-in-10 of those between the ages of 18-24 have added to their savings over the past year, while 26% contributed to a retirement account.

🔹 ‘Breakaway advisors’. A new feature piece in FA-Mag.com explores the growing trend of “breakaway advisors” who are departing big-name financial institutions to join the RIA movement.

The bottom line: The pandemic made advisors realize there’s way more control and financial flexibility in going independent. Advances in technology are making the shift more realistic.


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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