What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?
It’s not luck, connections, or even intelligence.… READ MORE
Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.
Since I value you more than the average self-help guru, I don’t want to do that.… READ MORE
Most financial advisors are in for a rude awakening that’s coming sooner rather than later.
The golden age of advisor marketing is ending.
Once it ends?
Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.… READ MORE
Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.
The only goal of marketing is far simpler than that: It’s getting clients.… READ MORE
New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.… READ MORE
Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how much it sabotages their business. For example:
One of my recent Facebook Ad campaigns went from costing $9.38 per lead to only 93 cents per lead.… READ MORE
I’ve noticed a trend among financial advisors:
Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses.
The other 99% shy away from harsh truths and try to ignore them.… READ MORE
A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.… READ MORE
The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.
All clients aren’t created equally.… READ MORE
There are some prospective clients who, no matter how much they trust or value you, will never work with you.
And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.… READ MORE
