The Power of Focus, Prioritization and Differentiation with Gary Klaben
10x Podcast13 Des 2022

The Power of Focus, Prioritization and Differentiation with Gary Klaben

Gary is the CEO of Coyle Financial Counsel and runs a firm of 25 people. In this episode, Gary talks about how he as transformed his business by hiring a COO with military experience to run his company for him. There are some great insights there that can be applicable to everyone as you grow your company regardless of your business. Gary shares some great framing formulas he has used to differentiated himself and his company from other advisors. He also talks about the importance of pulling versus pushing, the art versus the science of wealth management and the importance of carving out time for Deep Work. This is a can’t miss episode we know you will enjoy!

Episoder(17)

S1 E2: The Derryn Shrosbree Episode

S1 E2: The Derryn Shrosbree Episode

- 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 Mai 201755min

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