Click to Play

What You'll Learn In Today's Episode:

  • How Don has chosen to run his practice.
  • Why he wakes up at 4:30 am every day.
  • How to maximize productivity in your day.
  • Don’s advice for being more intentional with your mornings.
  • The benefit of taking calculated risks.
  • How to contribute to the greater good.
  • How Don helps his clients with their mindset.
  • How he prepares for client meetings.

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.

Resources In Today's Episode:

Recommended Podcast

Upgrade Opportunities and Lessons in Criticism 

Opportunities for clients to grow along with you.

See More

How To Take A Hit

When and how to take and give criticism.

See More

Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

Doing your best work with the right clients.

See More

Contact Us