Success isn’t complicated.
But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.
Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.… READ MORE
AI is coming for advisors’ jobs. It just passed the CFA exam in mere minutes. It doesn’t matter what you personally think about AI or whether or not you think it gives good financial advice:
Your market believes it does!… READ MORE
It shocks me how many financial advisors struggle with their own finances.
If you struggle with your own money, how do you expect any clients to trust you with their money?
But that’s the unfortunate reality for far too many advisors.… READ MORE
Every prospective client you’ll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they’re rooted in your prospective client’s insecurities, and have absolutely nothing to do with you.… READ MORE
Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.
The problem?
You’re vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words.… READ MORE
There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.
And you know what? Most of the information can actually harm your business.… READ MORE
In the past 10 years, I’ve seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.
But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren’t tapping into the full productivity powers of their CRM.… READ MORE
Most advisors need a marketing reality check:
They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don’t line up in their DMs.… READ MORE
Here’s a harsh truth that most financial advisors don’t realize until it’s far too late:
It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience.… READ MORE
What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads?
Do you think you’d be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business?… READ MORE
