Most financial advisors know they shouldn’t do everything themselves.
You’ve probably heard it before – figure out the type of work that makes you the most money and outsource the rest.… READ MORE
Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard.… READ MORE
What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time.
But for most financial advisors, their own biased thinking holds them back more than anything else.… READ MORE
With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed.
If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department – not a financial advisor.… READ MORE
As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life – and supporting them with it lets you earn even more of their trust. … READ MORE
Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question.
In this episode, you’ll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. … READ MORE
Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings. … READ MORE
Your website is how you present yourself to potential clients. Even if you’re crushing it on LinkedIn, you won’t get clients if your website sucks.
But unless you’re a professional marketer, it’s hard to know what makes a good website. … READ MORE
We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. … READ MORE
Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can’t sell, you don’t get clients.
And without clients, you don’t have a business. … READ MORE
