☕ Advisor Sunday Brew: Take 1 of *these* every month!


“There is no exercise better for the heart than reaching down and lifting people up.”

Hey Sunday Brewers! 

Want to kick your week off with a bang? 💥

This edition of the Sunday Brew is full of goodies, like:

  • How taking 1 of *these* per month leads to better mental health!
  • 1 simple tool you can use to make creating a Swipe File EASY
  • 27 Power Phrases to improve your confidence and conversion rates on sales calls this week


The First Sip


Tony Atkins was tasked by his news station with covering Hurricane Ian last week in Orlando.

But what he thought would be a short TV spot standing on elevated ground in front of some flooding turned into a rescue mission.

Shortly before recording, he noticed a woman in her car waving for help.

The woman, who was a nurse, had attempted to drive through the flooding early in the morning so as not to be late to her shift.

Unfortunately, the water was deeper than she anticipated and her car became submerged.

Atkins waded through the waist-high waters and eventually reached her vehicle.

“She handed me her purse. I just told her to get out,” Atkins recalls. 

“She got out through the window. I thought it’d be best to carry her on my back. She got on my back. She asked for help one time, and then I got her to safety.”

The woman was incredibly grateful for Atkins’ decision to risk his own life to save hers.

“I’m still a little shaky, but I know God had him in place just when I needed him. I’m so thankful he was willing to help me and not just ignore me! I really appreciate the love he showed me! He will never be forgotten!”

Our thoughts and prayers go out to all members of Shift Nation who have been impacted by the hurricane in the Southeast! Stay safe!


1 Caffeinated Neurohack


If you’ve been around Shift Nation for any time at all, you know our mission…

To help 10,000 insurance and financial advisors 2X their businesses and take an extra 100 days off per year.

While most people want to focus on the DOUBLING their business half of the equation, I think the latter half is actually more important.

If you can get to a point where you’re able to take off an extra 100 days per year, it’ll improve almost every area of your life:

  • Physical health
  • Spiritual life
  • Relationships
  • Hobbies

But, perhaps most importantly, it has a significant impact on your mental health.

You might not be at a point where you can take off an extra 5-8 days per month, but I’d encourage you to start with one.

Taking a “mental health day” at least once per month can change your life.

A mental health day is a day where you completely disconnect from work, get away from screens, and focus on yourself.

Exercise, in particular, is shown to be as effective as medication in treating mental health issues. 

Getting outside has a measurable calming effect on the human body.

Creative expression – like journaling or drawing – eliminates stress and sparks greater satisfaction. 

Take a mental health day and I guarantee you won’t regret it!

☕  TL;DR: Take at least 1 mental health day per month for better health!


Marketing Psychology Quick Hit


You’ve heard the adage before…

Work smarter not harder. 

As an advisor, one of the easiest ways to work smarter is by taking marketing concepts and frameworks that already exist and using them to make your own marketing better.

You can do this by creating a “swipe file.”

A swipe file is a folder full of marketing inspiration that you can look to when you need to write an email, create a social media post, develop an ad creative, etc.

For example, next time you run across a webinar landing page that you like, you can use a Chrome Extension like GoFullPage to take a screenshot of the entire web page (no matter how long).

Then you can save that image or PDF in your swipe folder on your computer. In the future, you can use the same framework to create your own webinar landing page.

(Note: We aren’t copying or plagiarizing. You’re simply observing the framework and treating it like a fill-in-the-blank template.) 

☕  TL;DR: Make marketing easier by creating your very own swipe file


What’s New in SHIFT Nation?


Click the post above to gain access to 27 Power Phrases to improve your confidence and conversion rates on sales calls this week!


Weekly Industry Catch-Up


🔹 Google It. Analysts are able to look at Google search trends and tell when retail investors are coming in and out of the market. Judging by recent search trends for “Down Jones,” “Apple,” and “Tesla,” curiosity over stock prices has returned to pre-pandemic levels.

🔹 Recession vibes. Vanguard says there’s a 65% chance of a recession, while 80% of financial advisors believe we’re already in a recession/will be soon. Here’s one financial journalist’s advice for people. Agree or disagree?

🔹 Costco is for the people. Inflation? What inflation? Costco’s CFO says their $1.50 hot dog and soda combo will remain at that price point “forever.” While other Costco food court items have seen recent price bumps, the hot dog combo is maintaining its mythical low-cost status.


Keep learning,

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.

Leave a Reply

Your email address will not be published.

Other Articles