Monthly Archives: August 2018

Laugh At Yourself – You’re Human

There is one thing I’ve noticed about successful people and it’s their ability to laugh at themselves. Maybe they are laughing because they made a mistake, maybe their professional speaking engagement didn’t go well or perhaps they learned some quirky things about themselves that they didn’t realize before.

Successful people let things roll off their back. They don’t have time to dwell on the fact that they called someone by the wrong name, accidentally said the wrong word to describe something or misspelled a word in an email.

Even the most professional people make mistakes! I’ve found spelling errors in best-selling novels. Do you have any idea how many successful people have to review those? I’ve heard successful business people stumble over their words. I’ve even witnessed successful business people fall asleep in meetings. It doesn’t change the fact that all of these people are amazing at what they do.

I recently had the opportunity to be on The Awesome Wholesaler Experience podcast hosted by Mike Baker. After listening to myself I realized that I say “Sure” when answering questions a lot. And I mean A LOT. I think I said “Sure” after almost every question.

Is the word “sure” better than the word “um”? Sure.

I found it both difficult and entertaining to listen to myself on a podcast. However, at the end of the day I was able to laugh at myself … a lot. A bit of being able to laugh at yourself is letting go of fear … fear of failure, fear of sounding bad and fear of making a fool of yourself.

Is my interview flawed? Absolutely. You can tell the host is a polished speaker and me, not so much.

Would I answer some of the questions a bit differently if I had to do it all over again? Yes.

Am I still going to attach the link so you can listen to what I had to say? Sure. 😊

“Instantly Add 10 Years of Experience to Your Team!” with Danae Branson; Founder of Elite Scheduling Services on the latest episode of The Awesome Wholesaler Experience Podcast!”

Being able to laugh at yourself is a sign of strength, growth and success. At least that’s what I’m telling myself as I laugh at my mistakes, mishaps and misfortunes through life.

Laughter will make you happier, smarter and more successful. If you don’t believe me, just try it!

Gain Clients with Value-Add Services

I’ve been in the financial industry since 1999 and to say it’s been a roller coaster ride is an understatement! I love this industry and the people in it. I spend my days working with external wholesalers, financial advisors and financial virtual assistants/scheduling assistants.

I’ve realized that marketing in general has really changed and that there are things now we need to look at in order to really grow our businesses. What can we offer our clients? What do our clients need? What problems do our clients have that we can solve? These are the same old questions that need to be answered but the way we attract these clients in order to answer these questions have changed.

I help my clients find more clients and what I’ve realized is that we need to be able to offer more value-added services to set ourselves apart from the competition. As I write this I am in the process of putting together those services for my clients as we speak.

So what value-added services am I speaking to? Since I am in the financial industry I’ll touch on the two main areas I work with to give you an idea.

Wholesalers – offer these to your prospective or existing financial advisor clients

*Recommendations or discounts to proven lead sources.

*Recommendations or discounts to other services such as marketing, virtual assistance, social media or branding experts.

*Prospecting sponsorships to event ideas such as movie night, painting, pottery or other activity that is a bit out of the box. Example: My parents are in their 60s and they recently answered an ad by a financial advisor providing a free movie (Mission Impossible Fallout). They sat through the investment seminar which pertained to their situation – nearing retirement and deciding when to take social security – and watched the movie. They both decided they need to see this advisor and scheduled a visit. Know your target market – then entice them with something free!

Financial Advisors – offer these to your prospective or existing clients

*Recommendations or discounts to products, places or services that your target market is using. Maybe you work with a lot of retirees – think gift certificates to restaurants, groceries, entertainment. Maybe you work with young couples – think recommendations or discount for services related to home ownership.

*Organization! We all have so much going on in our lives so maybe you offer a binder that organizes investments, insurance, important papers, etc.

*Safety. Provide them with a fireproof case to keep their important papers in.

*Support a local charity, club or organization and then provide something to your clients to really form a win – win – win! For example, our high school football team sells cards to the public that offer discounts to a variety of local businesses as a fundraiser. You could be a corporate sponsor of the team, purchase several of those cards and then give them to your clients or prospective clients. The cost is minimal, but people really appreciate it.

I hope these ideas have helped you think of ways to stand out! Stay tuned for next week’s post on BRANDING for Financial Advisors. This is one of my FAVORITE subjects. I’ve got a lot of fun ways for financial advisors to create a brand and attract clients!



Benefits of a Side Hustle

For those of you unfamiliar with the term side hustle – a side hustle is an alternative way of making money that is not your primary source of income. It can one day become your primary source of income but is currently just a way to make extra money. Side hustles are quite often something a person is very passionate about doing.

Research shows that the most successful people in the world have multiple income streams. This means they are making money in more than just one way. Some of these ways may be rental properties, cash rent from farm ground and investments, but other ways are in the form of a side hustle. I know millionaires that have two, three or more jobs. Think about it … I bet you know people who have side hustles. Their side hustle could be related to their current job or completely unrelated. Perhaps your physicians sells her own brand of skincare products. Maybe your accountant sells his handmade pottery. Or maybe you know someone who is a baker, photography or jewelry maker on the side.

Are side hustles really worth it? Everything I’ve read has said, YES.

Side hustles can be a back up plan in the event your main source of income is no longer viable. It’s a great way to create a cushion for yourself and your family.

Some people need the job diversity to be the most successful they can be. You love your job and you love your side hustle but each of them is a distraction from the other in a good way. There are several successful people out there who have multiple careers. They get excited about working in each hustle because it’s stays fresh and new – not old and stale.

Who has the time for a side hustle? Many people with side hustles forgo all the time suckers in our lives – they watch less television and don’t spend hours on social media. Also, perhaps they don’t have many hobbies. Hobbies cost time and many, most likely they turned a hobby into a side hustle. At the end of the day, people make time for what’s important to them. If they can manage a career, side hustle, family, social life and hobbies more power to them. They are happy to do it!

Are side hustles for everyone? In my opinion, side hustles aren’t for everyone but I think that they should be embraced. I believe it depends on the personality of the person. Some people either can’t focus on more than one job or are poor time managers, and that’s okay.

There are some misconceptions when it comes to sides hustles. Some people feel that someone who has a side hustle probably isn’t good at their job and that isn’t correct. Or that someone must not be making enough money at their job because they have a side hustle also isn’t correct. Some people are just very driven and ambitious and have multiple interests. I know people who have more money than they know what to do with that have side hustles. Why? Because they enjoy them, a side hustle is a true passion and if you can make money doing what you love then do it!

If you are thinking of a side hustle, and have the time – embrace it and go for it! It could change your life.