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The Secrets of a Successful Lifestyle Practice – Successful Virtual Advisor Shares His Secrets to Creating a Fulfilling Lifestyle and Practice Balance

Is it truly possible to reach a certain level of success without sacrificing your personal life?

I’ve met with hundreds of advisors, and this seems to be one area that many advisors struggle with.

Do they spend more time in the office at the cost of their personal life…

Or do they spend more time doing what they love and the cost of their bottom line?

It’s easy to have an unbalanced life as an advisor.

Especially if you’re running seminars and workshops, traveling across town to meet with prospects face-to-face, and have to create, run and manage your own marketing and client follow-up campaigns.

While this method can produce results, it can also lead to a situation where your personal freedom and desired lifestyle suffers.

It can affect your health, your family life, and your level of personal fulfillment.

This happens to many advisors and is the result of building your practice without considering what type of lifestyle will provide you with the most fulfillment.

It’s not something most advisors think about before they start their practice.

The traditional method to building a practice is first to build the practice, then fit your life around it.

This includes working “normal” office hours, running seminars and workshops on evenings and weekends, and also driving across town to meet with clients face-to-face.

This also includes doing radio and TV interviews and even setting aside time to run marketing and prospect management campaigns.

While this method works, it can put a strain on your lifestyle.

It can leave little or no time for family, personal interests, and hobbies.

However, the secret to a successful life and practice balance is to design your practice around your ideal lifestyle.

A lifestyle practice, on the other hand, is based on building your dream life and molding your practice around it.

You decide what’s important… your health, your family, your personal interests, and then build your practice around your dream life.

Then, you mold your practice around your lifestyle in a way that you never sacrifice customer service or the level of value you deliver to your clients.

And thanks to technology, it’s easier than ever to balance your dream practice with your dream life.

This means you can deliver first-class customer service and value to prospects and clients… all without sacrificing your personal time or bottom line.

The good news is, there is a growing group of lifestyle practice advisors who have successfully found the balance between career and fulfillment.

And advisor Jacob E. Hall out of Washington state is one of them.

Jacob not only runs a successful “virtual” practice out of his home in Washington state, but he enjoys the outdoors and especially enjoys time with his wife and 4 kids.

Jacob is the perfect example of someone who has engineered a fulfilling lifestyle around his successful practice.

If you want to learn how he did it… be sure to catch our interview with him on the Annuity Experts Show.

The Secrets of a Successful Lifestyle Practice – Successful Virtual Advisor Shares His Secrets to Creating a Fulfilling Lifestyle and Practice Balance

Jacob is the perfect example of an advisor who found the optimal balance between success and fulfillment.

If it sounds too good to be true, you’ll want to watch this Annuity Experts Show.

We held a candid interview about selling annuities virtually and carving out time for the outdoors and his wife and 4 kids.

We’ll dive deep into how he organizes his practice, what his typical workday is like, and still have time to pursue his interests and spend time with his family.

If you want to be a part of this informative discussion and learn how you can find more balance between your practice and life…

If you want to watch this informative discussion and see how you can design a lifestyle practice of your own…

Watch the replay now.

The Secrets of a Successful Lifestyle Practice – Successful Virtual Advisor Shares His Secrets to Creating a Fulfilling Lifestyle and Practice Balance

You’ll gain insights and ideas that you can implement into your practice right away.

Don’t miss it.

P.S. Are you ready to work with an FMO that caters to the needs of advisors running lifestyle practices and learn more about our done-for-you marketing program?

To book your Discovery Call:

Call us at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

annuity experts

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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