Ai-AdvisorTech and the Community Economy

Happy Friday!

Quick update on the advisor skools:

5/11 - 5/17:

• AI School for Advisors (for all things Ai-Advisortech) by Joe Moss - +16 members

• FA Success Syndicate by Anton Anderson - +11 members

• ProAdvisorSuite Community by Joe Moss - +10 members

• RIA Operators by Kate Guillen - +7 members

• The Authentic Advisor by Benjamin Ong Hong Yew - +7 members

• Trained Advisor by Joe Loebach - +4 members

• Client Acquisition Academy by Ermos Erotocritou - +4 members

• Million Dollar Practice by Simon Lu - +4 members

• Females And Finance by Sheryl Hickerson - +3 members

• New Age Advisor / Firms by Dan Reddish - +1 members

See the full list here: RIAuniversity.com 

Current Reality —> Desired Reality

So I believe I first heard this concept from Simon Granner:

Take a piece of paper and draw a dot and write CR next to it for current reality.

Up to the right somewhere draw another dot and write DR “desired reality” next to it.

Much of life can be explained in this way. Think about the main problem you’re facing currently in this framework. Imagine arriving at your desired reality. What would it feel like, what would you be thinking, feeling?

Then imagine there was a solution - a way to get you from here to there in short order. What would you pay for that? I mean like the results are guaranteed. You wake up tomorrow and are at the “Desired reality.”

What’s that worth to you?

Then think about the problems you solve for your clients.

What is their current reality?

What desired realities have you walked through with them?

What is it worth to help them get there?

The Community Economy

Now I know many advisors don’t see themselves as a creator, but with marketing being such a large part of the business of financial advising, I think there’s a lot to learn from creators. Check this out if you’re interested.

And I’ll end out with an update on the Skool Games:

We’re over halfway through the 4th month of the games with the current leader in May surpassing all previous in the first week or two of May - it’s pretty interesting:

“Financial Mastery” coming in 2nd. Also interesting. Here’s an update on the all time leaderboard:

That’s all for today, folks.

Warmly,

Joe