Show Me the Money! Discover How Mike R. Transformed His Business Into a Powerhouse of Production and Profit

THE CHALLENGE:

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The Pain

You wouldn’t know it by looking at him today, but Mike R. knows all about pain. Long before he joined Advisors Excel in 2008 — as a trainer, mind you — Mike was struggling with self-doubt and an abject sense of defeat that cut him to his core.

“You never forget the hardships. Anyone who says they forgot the hardships is lying their butt off,” Mike said before recalling a time early in his career when his wife delivered a heart-wrenching message while the couple pushed their two young kids around the block in a double stroller.

By the time Mike immersed himself in the AE community, he had survived much of that intense heat. The bill collectors no longer were ringing relentlessly. Mike was doing a lot of business and bringing in a lot of money; everything appeared to be going well. But …

Beneath the surface of Mike’s business, cracks were beginning to show. Mike found himself constantly wondering how his money kept shrinking and his months kept growing. The problem, he explained, was that he was running a sales operation, not a business.

“ I never would have gotten here without the partnership with AE.

THE SOLUTION:

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The Path:

The solution to Mike’s profit problem was two-fold:

1. He was introduced to author and entrepreneur Mike Michalowicz’s “Profit First” book and concepts. “It’s ridiculously simple,” he said, “but that’s why it’s so achievable.”
2. He continued leaning on AE for the tools, strategies and community support he needed to redesign his leadership, operations and business approaches. Mike’s growth involved:
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     Profit-First Principles: Strategically allocating revenue created a clear financial path and ensured profitability every month.
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     Systems and Processes for Operational Independence: Refinable and scalable systems allowed Mike to build a business capable of running itself.
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     Community Collaboration: AE conferences, workshops and one-on-one mentorships provided valuable insights into best practices from peers achieving unprecedented success.

“ That’s what happens when you put great people together sharing ideas, sharing ways that they’re finding success. And then we all put our own little twist on it. It’s just astronomical what happens.

THE RESULTS:

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THE PRESENT AND PROFIT:

Today, Mike is a bit of an icon within the AE network. He’s a sales process guru, mentor, presenter who effortlessly commands the stage, and a Hall of Fame producer who brings in over $100 million in new assets annually. “When I started in the industry, that was a career,” he noted.

Mike transformed his business from a burden to a burgeoning legacy, successfully selling his original practice so he could escape the snow, relocate his family and eventually start a new practice more than a thousand miles away. He is proof that, with the right guidance and support, possibilities are endless.

Take Action: Build The Business You Want

Are you ready to stop running your business like a sales operation and create a clear path to profitability? Don’t wait. Join the Advisors Excel community today and start your journey to success.