☕Sunday Brew [Feb. 14, 2021]: 7x your calling success rate

“Success is not final, failure is not fatal: 

It is the courage to continue that counts.

-Winston Churchill

The First Sip

Not many people finish high school and think to themselves, “I want to become a career pizza delivery driver.”

But not many people are like Robert Peters…

…the kind-hearted, community man who has never wanted anything more than to be a smiling face serving his friends and neighbors in the close-knit community of Tipton, Indiana.

You see… Robert has spent 31 years delivering pizza, and it’s something he takes immense pride in.

There were people in my family that were like, ‘Maybe you should consider something a little more financially stable,’” Robert says. 

“But it’s my purpose in life—trying to make people happy. You know, when you’re delivering to somebody, you may be the only face they see all day.”

The only problem is that three decades of delivering pizza can take a toll on your car. 

So when Tanner Langley, one of his longtime friends and customers, noticed that Robert’s 28-year-old Oldsmobile was sputtering out, he did what any good friend would do…

He rallied his community to come to the rescue of the man they affectionately call 😀 Mr. Smiley 😀

It took Tanner and his town just three days to raise $19,000 for the pizza guy.

That was enough to buy Robert a red Chevy Malibu and cover the taxes, fees, and insurance.

When Mr. Smiley received the generous gift he was shocked and grateful.

I just hope that all those who made this happen will be blessed as much as they have blessed me,” he said. 

This has really been an awesome experience that I’ll remember for the rest of my life.

And we’ve got one more idea…

Perhaps they should rename Tipton, Indiana to “Tip Town”…🤔

Mr. Smiley would make for a great mayor, don’t you think? 😊

1 Caffeinated Neurohack

The fact that you’re a member of SHIFT Nation… and that you read this email… 

tells me a lot about you as an advisor.

It tells me that you’re an action-taker.

You’re not someone who sits on the sidelines and waits for things to come to you.

You’re proactive. 

But I know as well as anyone that even intentional people can have days or weeks where they feel like they’re stalling out and making little-to-no progress.

To avoid scenarios like this, I recommend starting each morning off by creating three goals for the day.

These should be attainable yet meaningful goals. 

By creating and ticking off these goals, you’ll find it much easier to counteract feelings of inertia and despair – you’ll actually halt self-criticism before it penetrates your mind and affects your mental health. 

The simple act of checking off tasks is a tangible reminder that you are making progress…that you are an action-taker…that you belong.

But don’t take my word for it!

Research shows that people who set three goals per day are more likely to be successful than those who take the day as it comes to them.  

Will you give it a shot this week?

Marketing Psychology Quick Hit


I recently stumbled upon a study conducted by Princeton researchers and it blew me away! 🤯

In the study, the researchers cold called a random list of numbers and asked people if they would volunteer to help with the American Cancer Society. 

Out of those who received the call, just 4% agreed to volunteer.

Then a second group of people were phoned. 

Only this time, the researchers asked if they would “hypothetically volunteer for the American Cancer Society.

A few days later, a follow-up call was placed to this second group.

And get this: An amazing 31% agreed to volunteer!

What gives?!

There are so many fascinating hypotheses and possibilities to unpack here, but I think the biggest and most noteworthy takeaway is rooted in the Consistency Principle.

The Consistency Principle states that people like to stay true to what they think, say, and do. And in order to keep consistent, people will change their behaviors to stay in alignment with what they’ve already done.

While you never want to manipulate a client or talk them into something they don’t want or need, I think this study provides a fascinating glimpse into how you can prime someone’s brain to say “yes.”

Rather than calling someone up and asking them to commit on the spot, try gently planting the idea as a future possibility or hypothetical.


“Would you hypothetically take a second look at your retirement plan to make sure you’re not going to overpay on taxes?”

Then when it comes time to “the close,” they’ll feel more compelled to follow through. 

Do This First Thing Monday AM

Our Chief People Officer, Eve Duke, joined us for the Virtual Financial Advisor Summit this past Wednesday and delivered a presentation on ways to create KILLER morning routines.

And one of the practical points that I found incredibly inspiring and useful was her “Why? Exercise.”

I’d recommend trying it before you start your day tomorrow morning.

Here’s what you do:

  • Ask yourself a question or ponder a thought from the previous week. (It could be something you wish you handled better, an interaction you weren’t pleased with, etc.)
  • Ask yourself, why?
  • Continue asking yourself ‘why?’ At least five times – digging a layer deeper each time.

You’re showing up every day as someone or something to somebody else.

This exercise helps you understand yourself so that you can show up and be the best for those around you.

What’s New With Advisorist

What’s new with us!?

Not much…other than hosting the world’s LARGEST gathering of financial advisors in our industry’s history! 

(We’re getting Guinness on the phone.)

The Virtual Financial Advisor Summit was ah-mazing!

Nearly 10,000 advisors from all over the world showed up, and you all were NOT disappointed! 

If, like Frank ⬆️ ⬆️, you’re also wondering where you can get access to the Virtual Financial Advisor Summit…all you have to do is click the link below.

Secure Lifetime Recordings 

from the Virtual FA Summit 

for a limited-time only!

Let’s talk soon,


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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