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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…
When I did, I found out the hard truth:
Most financial advisors whining about their imposter syndrome are misdiagnosing it.… READ MORE

If you’re struggling to build trust with prospects and clients, then I have some harsh news for you:
Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others.… READ MORE

I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals.
Why?
Well, it’s because they suffer from an addiction that they aren’t even aware of!… READ MORE

Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes.
Because here’s the thing…
While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes.… READ MORE

When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up.… READ MORE


After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing.
Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line.… READ MORE

I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created.
How did I do it?
Well, I did the exact opposite of what most financial advisors do when building their own lead magnets.… READ MORE

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.
False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them.… READ MORE

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale…
There’s a big, fat problem with niche marketing:
It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling.… READ MORE

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:
A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that’s set to continue for years.… READ MORE

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