You’ve heard me say before that email marketing is the #1 most effective appointment-setting strategy I’ve ever seen for financial advisors.
But how do you build your email list in the first place?… READ MORE
As a financial advisor, you often have your clients’ livelihood in your hands. But as a client to a financial advisor, it almost never feels like this.
Why?
Simply put, most financial advisors don’t understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level.… READ MORE
LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you’ll burn potential prospects forever, wasting countless hours of your time, money, and sanity.
That’s the bad news.… READ MORE
New year new me, right?
Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot.… READ MORE
Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.… READ MORE
There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money.… READ MORE
Most financial advisors don’t charge enough for one of two reasons:
Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices.
But here’s the thing:
Charging more not only helps you attract better clients, but it also helps you serve your current clients better.… READ MORE
Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight.… READ MORE
There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success.… READ MORE
Here’s a cold, hard fact of life:
Most people retire almost as broke as they were when they entered the world.
Why?
Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth.… READ MORE
