If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.
But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.… READ MORE
There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients.… READ MORE
If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.… READ MORE
Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals.… READ MORE
Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing.
But marketing isn’t about your feelings.… READ MORE
How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.… READ MORE
Most financial advisors are generalists. Because they don’t realize that honing in on specific clients garners you more money. They believe that if they are more general, they’ll reach more clients.… READ MORE
Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that’s you, it’s not your fault. It’s because your brain isn’t much more sophisticated than a rat’s brain.… READ MORE
Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters…
…but they often get zero clients for all their hard work.… READ MORE
You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…
But without a plan, you won’t have those clients or live that lifestyle.… READ MORE
