Over 10 years we helping companies reach their financial and branding goals. Onum is a values-driven SEO agency dedicated.


How to build a 7-figure financial advice business

Advice Business

That gives you the freedom to attract and serve your ideal clients

Most business owners I work with don’t have time to waste. They want to learn how to transition from owning a job to building a business faster and without all the usual trial and error.

Following a proven framework is the KEY to building a business that makes you more money, increases your free time, and allows you to focus on doing the things that actually inspire you – rather than all the things you think you must do.

“Our life is frittered away by detail… a man is rich in proportion of the number of things which he can afford to let alone.”

~ Henry David Thoreau

In the world of financial services, nothing could be truer! If you’re ready to get out of the detail and into the space where real value is created, you’ve come to the right place.

In this article, I’ll share with you the lessons which have allowed me to grow several multi-million-dollar businesses and have saved me years of wasted effort and frustration.

Are they revolutionary, ground-breaking ideas? Absolutely not.

Are they simple steps that thousands of other business owners, far smarter than I, have followed to start and scale wildly successful businesses? Yes!

Think of this as a to-do list for changing your business and changing your life.

These exact steps will allow you to stop discounting your value, get paid what you’re worth, and free up the time to have the lifestyle you deserve.

1. Create your unique signature service offer.

To scale your business, your services must:

      • Be packaged in a way in which you can serve 10x, 20x, 50x the number of clients you already have.
      • Stand out in a sea of competition by the way it is defined. Something you can achieve when you create and brand your own signature service offer. This is ultimately the service that will deliver the desire and transformation your clients seek.

2. Options convert – develop a fair value pricing structure

There really is no ‘one size fits all’ when it comes to the world of advice; and when presented with just a single service option, your prospect is forced to choose ‘yes’ or ‘no.’ The service package is a fit for them or it’s not – they see value in the fee or they do not.

Enter the fair value pricing structure. Instead of choosing ‘yes’ or ‘no,’ your prospect is offered multiple service packages. You give them an opportunity to consider which of the multiple service options are best suited to them.

3. Craft your story to attract your ideal clients.

Are you communicating a story that resonates with your ideal clients?

In any successful business, the message you communicate – both online and in person – must be directly related to the desire your clients seek. It is the aspirational identity that is important to your client, not the granular details of your company’s history.

4. Employ the hardest working, most reliable business development manager you’ll ever meet – build a lead generating website.

A constant flow of new paying clients. It’s every business owner’s dream, right? With an effective lead generating website in place, this can become your reality.

For too long, business owners have had to rely upon referrals to generate new work and grow their revenue. It’s an out-dated approach to growing a business. One that lacks reliability, consistency, and quality control.

You need a reliable, predictable flow of quality leads. This is essential for building your business whether you’re targeting a 100% increase in revenue or have a desire to reach multiple 7-figures.

5. Establish a perfect match sales system – your bullet proof defence system.

Do you have a consistent, replicable process to convert new leads successfully and predictably into new clients?

Ultimately, a sales conversion system is a series of steps you follow during a presentation meeting to do three things:

      •  Fully articulate the benefits your ideal clients will receive if they engage your services,
      • Overcome objections to fees, including the all too common ‘I need to think about it’, and
      • Succinctly articulate the problems your service will solve and the solutions it will deliver.

Your sales system will also do one other incredibly important thing: it acts as a bulletproof defensive mechanism against people who: will not value your services, will waste your time, will take away an opportunity to serve more of your ideal clients.

6. Deliver like clockwork with a scalable, low risk delivery process.

To quote best-selling author and serial entrepreneur Tim Ferriss: “Not-to-do lists are often more effective than ‘to-do lists. The reason is simple: What you don’t do determines what you can do.”

As a business owner the temptation to “get in the weeds” is real. And it’s the very reason that most don’t transition from ‘owning a job’ to running a business.

Scaling a business that delivers everything you desire isn’t easy on your own, but it certainly is when you enlist the help of others. 

As the saying goes; “if you want to go fast, go alone. If you want to go far, go together.”

Transforming the lives of more of your ideal clients can be achieved when you spend less time on low-value tasks you hate, and invest more time building something of true value.

Once you shake the tag of ‘job owner’ and become a business owner it creates the time, money and clarity you need to attract more of your ideal clients, become an authority your area, and build your own seven-figure business.

What are you waiting for?

Are you ready to stop discounting your value, get paid what you’re worth, and free up the time to have the lifestyle you deserve? Simply click here to apply for your no-cost, no-obligation 7-figure strategy call with me today.



DISCLAIMER: All the information on this website is published in good faith and for general information purpose only. MBS Advisory does not make any warranties about the completeness, reliability, and accuracy of this information. Any action you take upon the information you find on this website (www.marketingbrandingsales.com), is strictly at your own risk. MBS Advisory will not be liable for any losses and/or damages in connection with the use of our website. From our website, you can visit other websites by following hyperlinks to such external sites. While we strive to provide only quality links to useful and ethical websites, we have no control over the content and nature of these sites. These links to other websites do not imply a recommendation for all the content found on these sites. Site owners and content may change without notice and may occur before we have the opportunity to remove a link which may have gone ‘bad’. Please be also aware that when you leave our website, other sites may have different privacy policies and terms which are beyond our control. Please be sure to check the Privacy Policies of these sites as well as their “Terms of Service” before engaging in any business or uploading any information. By using our website, you hereby consent to our disclaimer and agree to its terms. If you require any more information or have any questions about our website’s disclaimer, please feel free to contact us by email at hello@marketingbrandingsales.com.



Leave a comment

Your email address will not be published. Required fields are marked *