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
Most people treat making money as if it’s magical fairy dust that falls from the sky. It sounds silly, but it’s painfully true.
They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact:
Making money is a skill, which, like other skills, can be honed and improved over time.… READ MORE
Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you’ve enslaved yourself for less money than a full-time job would pay you?… READ MORE
I recently made a big, fat, rookie mistake in an advertising campaign.
The mistake?
I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me.… READ MORE
