☕ Sunday Brew: Try the ‘Triple 20’ Framework?


“True life is lived when tiny changes occur.”

– Lee Tolstoy


Hey Sunday Brewers! 

Here’s a glance at what’s inside this edition:

👉 How to crush the day with the 20/20/20 Framework

👉 New study: Multi-channel marketing for FAs is a must

👉 How to use LinkedIn’s features & tools to start generating real results. 

…and a whole LOT more!


The First Sip


When Alexander Campagna and his wife, Andrea, saw the forecast for an epic weekend blizzard in their hometown of Buffalo, they stocked up.

They’ve experienced plenty of snowstorms over the years, but they had a feeling this one was going to be epic.

Both big fans of Korean food, they loaded up on enough mirin, soy sauce, red pepper paste, sesame oil, chili flakes, beef, and kimchi to host a small feast.

As fate would have it, they’d end up needing every bit of it.

On Friday at 2pm, the Campagna’s doorbell rang.

And much to their surprise, two men stood at the front door asking for shovels to dig their passenger van out of a snowy ditch. 

The men were part of a group of 10 tourists from South Korea who were traveling to Niagara Falls when their bus got stuck. 

Knowing that the bus wasn’t going anywhere for at least a day or two, Alexander and Andrea graciously became “accidental innkeepers.”

The visitors, which included 7 women and 3 men, ended up staying for two nights.

They filled the 3-bedroom house by sleeping on couches, sleeping bags, air mattresses, and a guest bed.

The stranded visitors spent the weekend watching football, swapping stories, and…yes…preparing delicious Korean home-cooked meals, like jeyuk bokkeum, dakdori tang.

“We were tired, but it was exciting,” Mr. Choi said. “The blizzard was unexpected but it allowed us to experience a warm welcome from real Americans.”

Those sentiments were mutual…

“We have enjoyed this so much,” Alexander said, calling it a “unique blessing,” and adding that the experience has inspired the couple to visit South Korea. “We will never forget this.”




1 Caffeinated Neurohack


There’s a whole movement of people online who wake up by 5AM to conquer the day. 

Hashtags like #5to9 and #5amclub dominate TikTok… 

…while influencers like retired US Navy SEAL officer Jocko Willink post daily photos of their watches at 4:30AM.

And while you might think waking this early is a little crazy, there’s a reason it’s often the secret ingredient to successful people…

…it works!

According to German biologist Christoph Randler, early risers are more likely to anticipate problems and efficiently solve them, leading to more success in the business world.

January is the perfect month to try out a new morning routine.

But if a pre-dawn wakeup call is new territory for you, it might feel a bit intimidating. 

Consider using the popular 20/20/20 Framework to get started:

  • First 20 minutes = Exercise
  • Next 20 minutes = Education
  • Next 20 minutes = Self-Reflection

Follow this method and you’ll already have accomplished more than a lot of people do in an entire day…

…and it’s not even 6AM!

☕  TL;DR: Crush the day with the 20/20/20 Framework


Marketing Psychology Quick Hit


A new study by the Western & Southern Financial Group shows Americans are pursuing a variety of ways to combat inflation and build wealth.

  • 30% use YouTube
  • 29% ask family for advice
  • 28% use financial advisors
  • 27% consult friends
  • 27% use Google
  • 23% participate in financial workshops
  • 21% use Instagram
  • 17% use Facebook
  • 15% use Reddit forums

Reading between the lines, the data reveals a growing need for advisors to invest in multi-channel marketing.

It’s no longer enough to rely on referrals or to buy a list of leads and hammer them with cold calls. 

To reach tomorrow’s prospects, you must be in multiple places at once.

I’m not saying you have to be ev-er-y-where…but 2023 is the perfect time to expand your marketing horizons.

I’d encourage you to focus on adding ONE new prospecting strategy in Q1.

It could be launching a YouTube channel, putting together a financial workshop webinar, or getting more active in Facebook groups where your prospects spend time.

Pick something. Give it your focus. And see what happens.

☕  TL;DR: New study: Multi-channel marketing for FAs is a must


What’s New in SHIFT Nation?


Are you a financial advisor looking to generate more leads on LinkedIn? 

Struggling to increase your activity and find success? 

Then this is the video for you! 

We show you how to use LinkedIn’s features and tools to boost your activity, reach out to potential customers, and start generating real results.


Weekly Industry Catch-Up


🔹 Big Tech slides. It wasn’t a great year for the Dow, but it was an even worse one for tech stocks. 

As of writing, the Dow is down 9% on the year, compared to the Nasdaq’s slide of 34%. This marks the widest margin between the two in 20 years.

🔹 Bye, cheap money. After a decade of near-zero interest rates, experts say 2022 killed the era of ‘cheap money.’ 

With interest rates expected to average a more normal rate over the coming decade, investors are likely to take a more conservative approach. More here.

🔹 New 529 tweak. A brand new bill allows parents and grandparents to roll over unused 529 college funds into ROth IRAs tax- and penalty-free. 

The hope is that these new tweaks will boost participation rates in plans, as only 19% of parents currently take advantage.


Make it a great 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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