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
I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I’m setting my money on fire.
But you know what?
This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already.… READ MORE
Direct mail is the most underrated—and most effective—way for financial advisors to get clients.
But… only if you know what goes into making a direct mail campaign successful.
Problem is, this is something most financial advisors are clueless about.… READ MORE
There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.
The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight.… READ MORE
Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.… READ MORE
During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital.… READ MORE
While I love when financial advisors read marketing books to level up their skills…
Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!… READ MORE
I’m not the richest person in the world, but I have done well with my money.
Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.… READ MORE
According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.
His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.… READ MORE
