- Derryn talks about how his approach is different. Essentially he invests a third of a client's money in what he calls the sured assets, which is participating life insurance. Another third in managed assets, and the final third in real estate.
- Derryn talks about how he and his team have invested in figuring out ways to get the real estate for people. They do it all in-house, including helping people buy condos for their kids that they rent out. Derryn and his team find the renters, they get people in these condos so that 20 something years later, when the client's kid is ready, he or she has a place to go. The point is, getting people an early start. That's the mindset and the philosophy.
- Derryn shares his mindset, the kinds of clients that he's looking for, and how everything is based on a scorecard.
- Derryn talks about some of his specific language around helping people see the value of permanent insurance and how it's different than what they thought in terms of how to use it, etc. Very interesting conversation around that and how having safer money helps clients think differently about everything else that they have. He shared a lot of really thoughtful points about mindset and the importance of it, and how to make every step of the business line up with having the right mind set.
- Derryn talks about how important it is today for if you want to be a client of his firm, you must have the right mindset and you must fill out a scorecard first. We had a really good, interesting conversation about that. Derryn shared that he's increased his revenue 10 times every quarter since he started with Strategic Coach three years ago. We had a great conversation on the impact of Strategic Coach and specifically the 10X Program coached by Dan Sullivan. We talked about how it is different than what people are accustom to seeing, hearing, and thinking about.
Find out if you're a 10x Advisor! Take the scorecard - http://www.knowyourscore.coach/scorecards/c2e0c124396db336be1616ae03ed2357/surveys
12 Touko 201755min
