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
You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.
But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.… READ MORE
If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.
But there has also never been more opportunity throughout all human history.… READ MORE
Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.
Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.… READ MORE
How would your business grow if you booked—and converted—as many appointments as you can possibly handle?
Well, I have good news:
In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors.… READ MORE
Financial advisors aren’t typically the best marketers… But could you be a horrible marketer?
Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.… READ MORE
