Trained Advisor Insights: Michelin-Starred Advisors Think Like This

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In today's Advisor Insight, we expose the myth: More isn’t always better. Sometimes, it's about refining the process, not increasing the input.
Michelin-Starred Advisors Think Like This
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Michelin-Starred Advisors Think Like This

Today, you’re not an agent or advisor.

You’re a michelin-starred chef.

The creme de la creme.

Every dish you make bursts with flavor.

And you handpick the finest produce – because quality matters.

But when the flame is too high, some dishes burn…


And you think “Oh no, I need to add more ingredients!” 

But maybe it’s not about throwing in more popcorn kernels hoping a few survive.

Maybe it’s about mastering the flame, so nothing burns…. 

Maybe it’s about stirring the pot so nothing sticks…

When the water boils over, do you just add more water or turn down the heat?

The reality is – most agents and advisors don’t need more leads.

They just need to change the heat. 

In today’s Advisor Insight, we expose the myth: 

More isn’t always better. Sometimes, it’s about refining the process, not increasing the input.

Here’s what we cover:

1. What defines a lead in 2023
2. How to use an “Ethical Lure”

3. The only 3 phases of every successful marketing campaign

4. Five different Ethical Lures to use online

Click HERE to schedule a Free, no pressure, no obligation Marketing Strategy Session.

Click HERE to see how we help agents & advisors attract, nurture, and convert *new* high networth clients using LinkedIn.

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Tyson Bailey
Tyson Bailey

With a rich background in both Financial Planning and Digital Marketing, I Tyson founded Trained Advisor to support Financial Advisors and Independent Agents in today's digital age. On my hands-on experience, from Penn Mutual to Camas Consulting, ensures you're in expert hands.

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