🤔 What Say You?

Here’s what we have in store today:

👉️ 12 booming niches for FAs to try

👉️ How changing 1 word can improve your ROI

👉️ A problem plaguing 60-and-up retirees

But first… email newsletters are under attack! Our emails are being flagged by Gmail for some subscribers.

Help us get back in the good books by replying to this email with your year-end S&P 500 prediction:

A) 4,500

B) 5,000

C) 5,250

D) 5,500

E) Other (Tell us your prediction)

Hit ‘reply’ to this email with your answer!

🏆️ 353 Tutus for the Win

What do you get when you cram 100s of young dancers in white tutus and tightly coiffed hair into the New York Plaza Hotel?

Apparently a Guinness World Record. 🏆️ 

That’s what happened this week, as 353 ballet dancers crushed the previous record of 306.

That’s got us thinking…what kind of world record could we break around here? 🤔 

- Team Advisorist

🔍️ Looking for a Niche? Start With These 12 Companies

We preach the power of niching down quite often here at Advisorist.

Typically, that leads advisors to focus on certain professions (lawyers, doctors, business owners, etc.).

Or it might result in a location (e.g. Texas or California) or stage of life (pre-retirement).

But one of the most underrated niches can actually be one of the most lucrative.

We’re talking about niching down to a specific company or organization.

And what better place to begin than with one of the 12 biggest U.S. companies?

🇺🇸 Dirty Dozen: Ranking the 12 Biggest U.S. Companies

🎯 How to Carve Out a Company-Specific Niche

Let’s say you want to pursue Amazon employees as a niche.

Here’s one approach:

1. Rebrand your LinkedIn profile, website, and other online assets to something like the “Amazon Advisor.”

2. Find online groups, websites, and forums where Amazon employees hang out and talk. Begin reading everything you can to learn how they talk, what their concerns are, what dreams they have, etc.

3. Run outreach campaigns on LinkedIn looking for people with at least three years of experience working at Amazon who are also in some sort of managerial or executive position.

4. Turn your first 3-5 Amazon clients into case studies and gather testimonials from them.

5. Incentive each Amazon client to send you referrals in the form of coworkers they’re close with.

6. Create a YouTube channel or podcast that’s specifically designed for helping Amazon employees build wealth.

If you commit to a strategy like this for 6-9 months with any of the 12 companies listed above, you will find success.

It’s simply a matter of narrowing your focus and staying committed to the niche!

Headline Roundup

🏠 Affecting Your Clients

• 29% of US Households With Jobs Struggle to Pay Bills [CNBC]

• Case-Shiller: Home Prices Hit New All-Time High [MS]

• Young Americans Wealth Grew by 50% Over Past 4 Yrs [CNBC]

📈 Markets & Economy 

• Bitcoin Falls After DTCC Rules Out Collateral for BTC ETFs [MW]

• Consumer Confidence Drops to 21-Month Low [MS]

• S&P 500 Q1 Earnings Estimated Growth Improves [RTRS]

💼 Industry Roundup 

• Advice About 401k Rollovers Poised for Big Changes [CNBC]

• Family Offices Looking Beyond Stocks for Higher Returns [CNBC]

• $1B+ in Unclaimed Tax Refunds Set to Expire Soon [CNBC]

👉️ Marketing Quick Hit: Why ‘You’ Always Beats ‘We’

As an advisor, one of the best things you have going for you is the fact that you’re a real-life person. You’re a human.

And in a world of AI, automation, and Robo-Advisors…humans matter!

People want to work with people – not big brands, collectives, or complex software.

Prospects want to work with YOU.

So here’s a helpful marketing suggestion…

Stop using what we call the “Corporate We” in your USP, website content, emails, etc. 

Or, as an English teacher might say, put an end to “first person plural” and start using “first person singular.”

That means using more I, me, my, etc.

You should also use as much second person voice (i.e. you) as possible.

For example…

SAY THIS: I can help you develop a retirement strategy using my Investment Analysis Blueprint.

NOT: We help people develop retirement strategies using our Investment Analysis Blueprint.

This sounds so simple that you might be inclined to ignore it. 

But trust us on this: Details like this matter.

People connect with people.

Do away with the “Corporate We” and focus on “I” and “you” language.

You’re building a 1-to-1 relationship and tiny words like this matter.

🗓️ Event of the Week

Today at 12pm EST/9am PST: The Virtual Advisor Power Hour

Grammy-nominated, multi-platinum selling singer/songwriter Eritza Laues joins us to discuss:

⭐️ How to shake the nerves of being on video and finally let your personality SHINE

⭐️ Powerful affirmations to help you overcome your biggest fears

⭐️ Golden nuggets for creating better video content that turns prospects into CLIENTS

Click here to register and join!

🧮 By the Numbers

$220,000

That’s the tax bill that Larry – a victim of financial fraud in Pennsylvania – owes the IRS after being tricked into transferring money into a cryptocurrency investment that resulted in a $765,000 loss.

Scams like this – which target elderly individuals with substantial retirement savings – are, unfortunately, becoming much more common.

✌️Good Vibes

After more than 4 decades of serving the Sunset Hills Community in Missouri, delivery driver Ricky Woods retired from his job.

And on his final day, he was shocked to find hundreds of people lining the streets of his route with signs, balloons, and smiling faces.

“It was very emotional,” Ricky said.

“I saw one sign and I was just like, ‘What’s going on?’ Then I saw all the other signs and I saw a couple more with my name on it, and my heart is full.”

According to homeowners in the area, Woods’ impact on the community was profound – with his acts of kindness well-known by all.

For Ricky, it was a final drive to remember. 🥰 

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