Six Tips to Work Less and Earn More

Photo by Denys Nevozhai on Unsplash

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

I’ve learned a lot running my digital marketing companies over the past five years. Although I have options not available to advisory firms, you may find these six lessons helpful.

1. What’s the goal?

It may seem obvious, but I found it helpful to clearly define why I engage in what I’m doing. For me, it’s mostly about helping people. I enjoy the interaction with my clients. I take pride in consulting with advisors who are benefitting the lives of their clients.

I also like generating revenue.

Defining my priorities gives me perspective. I don’t need to squeeze every bit of revenue out of each engagement. I have the freedom to provide services without charge (or at a discount) to start-ups who can’t afford us.

It’s also why we limit the clients we serve to evidence-based advisors.