MYM #006: 3 Essential Lessons From Our Journey to the Top 100

In this newsletter, we'll share three powerful lessons that transformed Opulus from a brand new firm in 2019, led by two no name financial advisors, into two of the Top 100 Financial Advisors in 2023, earning recognition from Investopedia.

 As entrepreneurs and employees, these lessons matter to you because they hold the key to unlocking growth and success. They are tried and tested, and implementing them can have a profound impact on your business or career.

Most businesses and people stumble because they neglect these fundamental principles. They either underestimate the power of education, resist embracing change, or become too rigid to adapt to the evolving landscape.

You can transform your trajectory with these battle-tested insights.

Here’s a Few Lessons We’ve Learned:

1. Educating People Always Wins
2. Embrace a New Way of Doing Things
3. Be Consistent but Adaptable

Educating People Always Wins

In a world full of noise, establishing yourself as a trusted source of knowledge sets you apart, whether you're a business owner or an employee. Take a cue from Justin Welsh's advice:

Don't look for a message that resonates with your audience.

Find an audience that resonates with your message.

— Justin Welsh (@thejustinwelsh) July 13, 2023

By educating your clients, customers, or colleagues genuinely, you attract those who truly align with your values and expertise, forging trust, authority, and long-lasting relationships.

It's a common pitfall for many businesses to focus solely on sales pitches, overlooking the power of education. However, bypassing this crucial step can prevent you from building a loyal customer base.

Rather than sticking to generic approaches, align your message with your true purpose and connect with an audience that shares your vision. This way, you'll cultivate a devoted community of followers who value your insights and contributions.

Being a reliable source of information positions you as an expert, enhancing your credibility in the eyes of your audience. Share valuable insights through whichever channels suit your business or role best. For us, it's our newsletter and social media content.

The more you educate, resonating with your audience, the more you'll stand out amidst the sea of sameness, whether you're a business owner or an employee. 

Empower yourself and your brand with the power of knowledge-sharing, and success will naturally follow in time.

Embrace a New Way of Doing Things

The business landscape is ever-evolving, and those who adapt quickly to new methods and technologies gain a competitive edge. At Opulus, we've experienced this firsthand by breaking free from generic pre-built marketing tools that failed to resonate with our audience. 

Instead, we ventured beyond our industry, exploring best practices in content creation, podcasts, and design. Additionally, we embraced artificial intelligence (A.I.) to streamline operations, resulting in a more efficient and effective firm.

Fear of change or sticking to outdated practices hinders growth and limits innovation. It's natural to feel daunted by exploring new territory, but taking the leap is necessary for long-term success.

Don’t convince

Execute

Chips will fall where they fall

Then the conversation becomes clear

When u innovate, of course most will push back, they r looking backwards, ur looking forward

But make sure you have the humility when you “miss”

Too much convincing energy/ no need

— Gary Vaynerchuk (@garyvee) May 27, 2021

 Don't be afraid to explore new tools, platforms, and strategies. Whether it's seeking inspiration from other industries or incorporating innovative technologies like A.I., embracing these advancements opens doors to greater opportunities. 

Just remember to keep it simple.

By doing so, you'll not only stay ahead of the competition but also create a unique and resonating experience for your audience. Embrace the new, and you'll be amazed at the positive impact it can have on your business.

Be Consistent but Adaptable

Consistency builds trust and reliability, qualities that are not only essential in business but also in our everyday lives. 

Success is hard because it requires consistency not complexity.

— Alex Hormozi (@AlexHormozi) August 31, 2022

However, being adaptable is equally crucial, ensuring we navigate the ever-changing dynamics of work and life.

Many individuals and businesses alike get trapped in their ways, unwilling to shift their strategies when circumstances demand it. This rigidity can lead to missed opportunities and stagnation in both personal and professional growth.

Staying true to your values and principles is commendable, whether you're a business owner or have a 9-5. However, it's equally important not to fear change or pivoting when necessary. 

By keeping an eye on market trends, listening to feedback, and staying aware of industry shifts, you can adapt your approach to remain at the forefront of your field, enhancing your career and personal success. 

Balance consistency with adaptability, and you'll be on the path to continuous growth and fulfillment.

Actionable Tip:

Whether you're a business owner or have a 9-5 job, take some time this week to assess your current practices. 

Are you actively educating your clients, colleagues, or even yourself? Are you open to trying new approaches in your work or business? Are you striking the right balance between consistency and adaptability in your strategies?

Identify areas for improvement and take action. 

Consider sharing valuable insights to showcase your expertise and build trust. Don't hesitate to explore innovative tools and strategies, even if they might feel unfamiliar at first.

Remember, growth and recognition await those who are willing to learn, evolve, and adapt. Whether you're an entrepreneur or a dedicated professional, embracing education and change will set you on a path to success.

That's it for this edition! Stay curious, embrace new possibilities, and watch as remarkable growth becomes a reality.

Whenever you're ready, there are 2 ways we can help you:

​1. The Master Your Money System: Transform your personal finances into an automated machine with our Master Your Money system. This comprehensive video course will teach you the automated system we use to serve our millionaire private client base to maximize every dollar earned.

2. Become part of our private client group. If you’re in your 30’s or 40’s, earning more that $150,000 of income, and looking to maximize every dollar earned, but need speed and convenience, consider booking a meeting with us to see if we should join forces to work one-on-one.