
The Wealthy Consultant: Confessions of a 9-Figure Advisor

“You have to either (a) find a way to fit your message into that slice of attention, or (b) expand the amount of attention they’re willing to give you.” - Aaron Ross
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
businesses that only have one product offering are the fastest to die from the competition.
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
do you have enough leverage to grow exponentially without sacrificing goodwill and reputation?
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
At the top of the funnel, you’re just attracting and creating leads. Maybe they’re good leads; maybe they’re not. A good “top of funnel” is about creating lots and lots of leads. Once you get to the middle of the funnel, you start collecting more information, and with this information, we can qualify the leads.
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
We qualify leads at scale in two main ways: (a) Need and (b) Time. A need qualification answers the fundamental question: Do they even need what my business provides? A time qualification answers the next question: Do they have the resources to solve it now, or will they solve it later? Need deals with intent, and time deals with the more normal
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there are three main areas you need to scale fulfillment: Curriculum Community Coaching / Customization
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
The next level is when someone goes from opting in for information to sending you money for training. This takes them further down, known as a “product qualified lead” (PQL). You can categorically put MQL and PQL on the same level, but a PQL will be more likely to go one step further into the bottom of the funnel.
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
If you want better clients, be a better client. If you want to get paid on time, you pay on time. If you want people to respect you, start by respecting yourself. The mirror runs our perception of the world, and that perception of the world is predictive. We are the cause, not the effect.
Taylor A. Welch • The Wealthy Consultant: Confessions of a 9-Figure Advisor
Partnership is not reserved for equity partners, though. You can monetize your leads and clients through joint ventures (JV), affiliates, and white labels.