Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.”
Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing.… READ MORE
Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients.
But there’s a problem with attraction marketing…
If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise.… READ MORE
Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.… READ MORE
While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them.
Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.… READ MORE
My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche.… READ MORE
While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.… READ MORE
I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.… READ MORE
Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.
Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years.… READ MORE
Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.
And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success.… READ MORE
There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.… READ MORE
