Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their workdays.
Listen in as Don shares his daily routine, including how he starts his morning every single day and the daily affirmations he says to himself to set his day up for success. You will learn how Don fights his head trash, how he helps his clients with their mindsets, and how he prepares for client meetings.