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
Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.… READ MORE
Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.
But wait – there’s more!… READ MORE
I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).
And, oddly enough, it reminded me of financial advisors like you.… READ MORE
There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.
Here’s why:
After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed.… READ MORE
Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.
Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn’t.… READ MORE
Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.… READ MORE
As much as 99% of your marketing problems can be summed up in one sentence:
You’re taking the easy route and doing the bare minimum.
You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind.… READ MORE
