Is Your Morning Routine Hurting Your Client Relationships? 

In the business of being a financial advisor, relationships are everything. 

They determine who your clients are, how long they stay with you, how much they invest, and essentially ALL of your bottom line income and success. 

And while there are many things you can do to improve client relationships, none may be more important than how you start your day. 

Of course, most of us intellectually “know” the importance of our morning routine. 

But how many advisors can honestly say their morning routine is as effective (or lucrative) as it possibly could be? 

Why Your Morning Routine Can Make or Break You

According to a study by the American Psychological Association[1], by creating and following a morning routine, your stress, depression, and anxiety levels will start to plummet. And your overall levels of happiness will begin to skyrocket. 

A strong morning routine will produce a surge in motivation AND you’ll feel more confident about the tasks that stand before you. 

This is important, because according to a study conducted by biologist Christoph Randler[2], mornings are also when people tend to be the most proactive and productive. As an advisor, you already know that better productivity means more results with clients—and more assets under management (AUM). 

Plus, one of the biggest factors in the success of any individual (and especially financial advisors, who must manage their own time) is self-control. 

Researchers at the University of Nottingham and National Institute of Education, Singapore conducted an 83-study meta-analysis[3] and further discovered that self-control is strongest at the beginning of the day. 

In a Fiercely Competitive Industry, Momentum Equals Money

One of the hardest parts of success in anything is getting started. Why? 

Because you have no momentum yet. Once you have momentum, everything becomes easier. And as it turns out, momentum is closely to a successful morning. 

We know this because researchers Daniel Kahneman and Amos Tversky discovered something called “the endowment effect” in their work on prospect theory.

According to the endowment effect, if you’ve already started the day by moving your life forward, you have established positive momentum. 

This means you are FAR more likely to keep doing positive things.

This then is a big purpose of your morning routine: You should get one “small win” to create momentum in each life domain that’s important to you. 

Perhaps it’s calling an important client. Or following up with a promising new prospect. Or upgrading your service offerings to secure more assets. 

Whatever that small win is for you—the important thing is that it creates momentum. And advisors must be getting small wins every morning. 

How to Upgrade Your Morning Routine and Feel Unstoppable

When you study the morning routines of highly successful people, past and present, one of the most common themes you see is coffee consumption

The science helps us understand why: in moderate quantities (1-2 cups a day) coffee increases performance including memory, mood, vigilance, energy levels, reaction times, and general cognitive function.[4][5][6] It can increase fat burning by 10-29%.[7] It may also lower the likelihood of Parkinson’s, Alzheimer’s, and Diabetes.[8]

This is why Victor Hugo, author of Les Miserables, began his morning with a cup of freshly brewed coffee while reading a letter from his love, Juliette Drouet, and then drank two raw eggs.

Or why Beethoven started his day with a cup of coffee (exactly sixty beans per cup) and actually counted them by hand to reach what he felt was the ideal dose. 

The list of successful coffee drinkers is far too long spell out here, and includes individuals like:

Howard Schultz, billionaire CEO of Starbucks, who says: "I get up between 5 and 5:30, and naturally the first thing I do is make some coffee."

Jack Dorsey, billionaire founder and CEO of Twitter, who wakes up at 5 a.m. to fit in 30 minutes of meditation, a full workout, and then brews his own coffee at home.

Or history’s richest man, Jeff Bezos, who starts every day by reading the newspaper and consuming a strong cup of coffee. 

Why Advisors Need An Additional Edge Every Morning 

Being a financial advisor is already one of the most stressful jobs in America. Your performance is subject to market swings, and you must constantly manage the emotions of your clients—while aboard this endless roller coaster. 

What’s more, clients are understandably selfish. Meaning, they don’t care how many other clients you have: they expect you to remember ALL the key details of their account, your prior meetings with them, and their needs—and they expect it to be available, on demand. 

One slip-up could lead to the perception that you don’t care, or worse—that you’re incompetent. And get you fired. 

This is why fast, accurate recall of information is such a critical skill for advisors. 

And unfortunately, memory is one of the first casualties in a brain that is highly stressed or feeling signs of burnout. 

Burnout, though, has another consequence: it kills your motivation. 

But how are you supposed to care about every detail of every client—if you feel unmotivated or burned out? You can’t.

So in an effort to solve these challenges for advisors in our community, we looked to enhance the most common morning activity of peak performers: COFFEE. 

Supercharge Your Morning Routine by Simply Switching Your Coffee

While ordinary coffee has proven productivity benefits, we believe the intense demands of being a financial advisor demand more. Much more. 

So we set out to create the ultimate morning coffee by leveraging decades of experience myself and our Stanford-based formulation team brought to the table. 

Our goal was to create a coffee that protects and enhances your memory—and radically upgrades your brain performance, in 30 minutes or less. 

The result is a brand new product that we believe will send shockwaves throughout our industry: Wealth Advisors Performance Enhancing Coffee. 

This breakthrough coffee is infused with natural, mind-enhancing amino acids that enhance memory, focus, motivation, and brain energy levels all day long. Every cup is infused with Alpha GPC, Taurine, DMAE, and L-Theanine, all of which have clinical brain research backing them. 

Within 30 minutes of drinking your first cup of Wealth Advisor Performance Enhancing Coffee—your energy levels will surge, you will experience increased focus and concentration, and your brain will feel as clear and sharp as you can remember. 

In a fiercely competitive industry, and in a world where you’re only as good as your morning routine, we believe upgrading your morning coffee is THE single easiest, most effective thing you can do for performance. 

Wealth Advisor Performance Enhancing Coffee is available now.

Your mornings, your client relationships, and the assets you manage are all about to take a massive leap forward. 











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