The "Smart Advisor" Paradox

Let me share something interesting with you. 

Over the past six years working with financial advisors, I've noticed a phenomenon I call the "Smart Advisor Paradox." 

Here's a brief explanation... 

In my career, I've had the privilege of personally interacting with several hundred financial advisors. Among them, I've met quite a few who are in the top 1% of their field, consistently earning seven figures in profit each year. 

These advisors are usually seasoned professionals, often over the age of 50, with 20 to 30 years of industry experience and a large client base of thousands. Their days are primarily spent servicing their existing clients and closing new deals. 

They are precise and disciplined in their work, but to be honest, they're often using slightly outdated systems. 

And here's the interesting part... 

Newer financial advisors often dream of having a mentor like this—a well-oiled machine of experience who can pass down all their knowledge and help them become champions. 

I've seen countless advisors try to follow in the footsteps of these successful mentors, attempting to attract clients in the same ways their senior colleagues suggest, but still failing to achieve success. 

How is this possible? 

The answer lies in the fact that the world has changed dramatically over the past 10-15 years. 

The methods that once brought in endless new prospects simply don't work as well anymore. 

Consider this: in the past, many financial advisors relied heavily on cold calling and door-to-door visits to acquire new clients. Most people responded positively to these approaches back then. 

But today... if you've done any cold calling recently, you know exactly what I'm talking about. 

So here's the bottom line: 

Many highly successful financial advisors are still doing well today because they built a massive client base years ago and are now reaping the benefits. And that's fine. 

However, these advisors—exceptions aside—are often resistant to change and continue to use outdated methods. 

When a new generation of advisors tries to mimic these successful leaders, they quickly encounter challenges because what worked a decade ago is no longer effective. 

And this is the essence of the Smart Advisor Paradox: If you want to be a truly Smart Advisor in 2025, you CANNOT simply follow in the footsteps of the old guard in your company. 

You MUST adapt, you MUST evolve, and you MUST forge your own path! 

If you understand this, you'll likely earn more than your entire team combined. 

Because the internet and modern technology now offer opportunities to grow your advisory practice at a pace that was previously unimaginable. 

So the question is, do you have the courage to embrace this change? 

If the answer is yes, then...