Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…
The lie?… READ MORE
I have a confession:
I was wrong about using AI for marketing. Especially for financial advisors.
I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:
The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook.… READ MORE
Through the years, I’ve earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.
But there are some problems I can’t fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.… READ MORE
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
