Our guest today is Luke

Today, we have Luke, an advisor and the owner of the well-known blog Money Maverick. He achieved multiple MDRTs and COTs (nearly a TOT) during the height of the pandemic through writing blogs

In today’s episode, we’ll learn more about Luke’s journey building an advisory business through blogging, how it helped him achieve COT, along with an 8-figure AUM under his care.

We covered:

👉🏻 How he used blogging to achieve his COT while generating 4 - 12 passive enquiries per WEEK

👉🏻 The REAL truth about Robo-Advisors and how this argument will convince your prospects to NOT invest in it

👉🏻 How he accumulated & managed a $21m AUM Portfolio

👉🏻 The journey towards COT and how he nearly hit TOT

👉🏻 The ONE dark side of being a higher performer (that no one talks about)

👉🏻 This smart strategy for covering your ass from compliance when selling investments

If you are an advisor that wants to be an investment wealth manager that specializes in investing, then this is definitely for you.

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