There are broken links on my website.
The production quality of my video content is lacking.
Some people don’t like the orange in our brand colors.
One household didn’t move forward after the Foundations program last year.
3 years before that another household didn’t continue on.
A dozen or so didn’t come with me when I started Financial Zen.
I’m not nearly as far along as I thought I’d be now.
sigh…
Just kidding!!!
All of that is 100% true and has been brought to my attention recently.
But if that’s what I focused on, I’d never get out of bed in the morning.
I’ve done plenty wrong which is why I’ve done so much right.
I’ve developed a system that doesn’t just give our members useless financial advice, but actually enacts change and gets sh t done.
A regularly occurring anecdote is how we’ve positively changed our members’ relationship towards money.
Our churn is virtually zero. 2 people out of 51 haven’t carried on past Foundations. And?
We make less top-line than other firms our AUM-size, but our revenue per advisor is 50% higher because we run mean and lean while still delivering the highest-touch service model out there.
The little bit of content marketing we do is working and has accounted for 12 out of our last 21 new members since January last year. Wait until we really focus on it.
Oh and we saved our members over $54,000 in tax errors this year.
So yeah.
Are there things to fix? Absolutely.
And there always will be.
Show me a perfect business and I’ll show you a leadership team with their head in the sand.
But if I got upset after affecting so much tangible positive change for 76 households over the last 16 years, then ain’t nuthin’ gonna make me happy.
I’m not a dad yet, but Financial Zen is definitely my baby.
Happy Father’s Day everyone!
