Wealth in the Fifth Dimension

Become present and aware of who you serve. Presence is one of the most important gifts you can give your clients and prospects. For more valuable insights click on the link below https://linktr.ee/ClientLoyaltySecrets

🚀🚀🚀In this episode we talked about the idea of looking at clients for who they are as people and not as widgets and this is the path to client loyalty🎯🎯🎯

In this episode we talk about the idea of where we gather information from and how it's so important to learn from the doers.

Many financial advisors today are afraid to talk to clients about Solutions because they feel guilty due to the current crisis. In this episode I provide an alternative solution.

In this episode we discuss the benefits of adopting a role model mindset for financial advisors...

In this episode we discuss how to manage the demands of your company and incorporate your own directives

In this episode we talk about the idea of financial advisors often overestimating what they can do in a year and under estimating what they can do in 10 years. In other words, financial advisors miss the forest for the trees so we talk about how to create a plan for your career, your clients, and your business. Make sure that you tune in today...

Tune in today as I've discussed some of the key findings and questions that I received during a fireside chat with some small business specialist around the Corona virus and what to do on a proactive basis to thrive through this environment...

No transparency=No Loyalty

In this episode we discuss how many advisors don't have a plan for their career, their clients, or their business.... Why it's important and what they can do about it.

Tune In Today... Financial Advisors Get Your Free Ebook: https://www.clientloyaltysecrets.com/freebook Follow me at: https://www.facebook.com/clientloyaltysecrets IG #clientloyaltysecrets Linkedin: https://www.linkedin.com/in/josephvalentinosoto/

Tune in today...Its going to be a spicy one. 

Problems Financial Advisors Face In Volatile Markets Possibilities Financial Advisors Can Take Advantage In Volatile Markets Principles/Mindsets Advisors should embrace In Volatile Markets Production Strategies That Financial Advisors Must Execute To Win In Volatile Markets

I was listening to a book this morning and it made think of a few things. Most advisors get into the business for the right reasons and than have a psyche change. They become bipolar by the system they live in. My advice is don't lose your identity. Instead remind yourself who your real boss is and do something for them today.

I've been studying this idea of client behavior and consumer loyalty towards their financial advisor. I uncovered one of financial advisors biggest challenges is they have no identity. They move with the flavor of the day and whatever their for or boss says. The issue is that you don't need your boss to have a set of principles.  So, find your north star ask yourself what are your principles...

What happened:I was listening to a leadership podcast. I've been studying leadership accidentally for over 20 years.  Why is it relevant: Financial advisors are reluctant to get real with their clients and this is a problem. Lesson I picked up from this: Get real with your clients as soon as you can. This is how you will connect with them in a meaningful way. CTA: On a scale from 1-10 how rea...

What does it mean to be an expert in an industry? Does being an expert come with a responsibility? In this episode we discuss challenges financial advisors face as industry experts and what they can do to mitigate conflicts. The financial industry has so many dimensions. On one end, it's a tool that people can use to reach their goals and on the other hand people get hurt. I believe we must redefi...

Joe Soto is a Licensed Financial Coach, Fiduciary Financial Adviser, and Air Force Veteran whose integrity, tenacity, and work ethic have all earned him a reputation as a strategic leader. Ultimately, his vision is to impart people with the knowledge they need to make informed financial decisions. Over the course of a decade, Joe has garnered a wealth of experience in the financial space with an u...

Joe Soto is a Licensed Financial Coach, Fiduciary Financial Adviser, and Air Force Veteran whose integrity, tenacity, and work ethic have all earned him a reputation as a strategic leader. Ultimately, his vision is to impart people with the knowledge they need to make informed financial decisions. Over the course of a decade, Joe has garnered a wealth of experience in the financial space with an u...

EMAIL ME AT JOE@JOESOTOPROJECT.COM AND I WILL SEND YOU A PDF OF THE GOAL SETTING SYSTEM I USE FOR THE LAST 10 YEARS Joe Soto is a driven Finance Educator & Entrepreneur on a mission to instill  people with the tools needed to pave their way to financial stability & prosperity. Welcome to The Joe Soto Project- Financial Education with a Twist Lets get after it... Follow me: www.joesoto...

Joe Soto is a driven Finance Educator & Entrepreneur on a mission to instill  people with the tools needed to pave their way to financial stability & prosperity. Welcome to The Joe Soto Project- Financial Education with a Twist Lets get after it... Follow me: www.joesotoproject.com Facebook @thejoesotoproject IG #thejoesotoproject

Joe Soto is a driven Finance Educator & Entrepreneur on a mission to instill  people with the tools needed to pave their way to financial stability & prosperity. Welcome to The Joe Soto Project- Financial Education with a Twist Lets get after it... Follow me: www.joesotoproject.com Facebook @thejoesotoproject IG #thejoesotoproject

What brought about the idea of The Joe Soto Project Financial Education With A Twist Podcast? How will this podcast help you?  What did I learn on my journey to this point? How can you apply the knowledge? Take action...