I use the Peloton app almost daily to motivate and guide me through my workouts. Honestly, without the videos, I wouldn’t push nearly as hard. But that’s not the point. The point is, the Peloton app is chock-full of video workouts. Hundreds of them across all kinds of workout genres. Each video is an asset. …
The best advisors are also teachers
Teaching and advising are kindred skills. Advising is all about applying your expertise to your clients’ situations—usually transferring knowledge in the process. Teaching is about transferring knowledge to your students—often with advice mixed in. They’re very similar at the core of it. The best advisors develop a documented methodology. They organize their thinking and create training, …
The risk of overwhelm
As an educator and advisor, the biggest risk you have when working with your clients is overwhelming them. You have to simultaneously paint a picture of the big picture while keeping them focused on what they need to know and apply right now. One way to do that is to have a documented methodology. I …
How to advise from a birds-eye view
Have you ever walked into a consulting call and your client immediately asks you what to do next or why things aren’t working—and you have no idea where to even begin? Yes, it helps to have a documented methodology to reference for ideas. But first, you need to see at a glance what’s going on …
A suite of options
Let’s say your car is having troubles. So, you take it to the nearest mechanic to get it fixed. They have no idea you’re coming, but they’re already equipped with a wide variety of tools, parts, and expertise to fix most common issues. As an advisor, your methodology is like a mechanic’s garage. It’s your …
An operating system for advisors
Giving advice for a living could mean a wide range of things. For you, it could mean coaching, consulting, mentorship. For others, it could apply to a wide range of other professional contexts, such as medicine, therapy, legal, or financial advice. For the sake of clarity, I’m primarily defining advisory work as selling access to …
Admiring your own widgets
We all make the same mistake: we focus all our messaging on what we sell and how it’s better, different, and more efficient than other options. But in doing that, we fail to focus enough on who it’s for and what it helps them achieve. When you’re writing copy, make it abundantly clear what problem …
Make offers
Turning your expertise into a codified methodology is a lifelong process. It happens slowly. But the way you package, sell, and even deliver your expertise can change constantly. That’s because people prefer different modes of transportation at different times—regardless of context. Some people are visual learners, some like to read, some process via audio, and …
How to turn your method into marketing
Today I recorded over a dozen videos for my upcoming course, How to Sell Advice. I’m super excited about it. It’s all about applying specific mindsets, building your own methodology, designing your business model, and marketing yourself successfully as an advisor. One of the lessons I recorded was how you can use the assets you …
How to create super crunchy testimonials
When your clients hire you, they usually want to improve a few key things. Things like revenue, client growth, lead volume, acquisition costs, conversion rates, or any number of other things. During the sales process, your goal is to get clear on what specifically they’re hoping to accomplish. You’re pricing against the value of those …