Direct mail is the most underrated—and most effective—way for financial advisors to get clients.
But… only if you know what goes into making a direct mail campaign successful.
Problem is, this is something most financial advisors are clueless about.…
There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.
The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight.…
Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.…
READ MOREDuring my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital.…
READ MOREWhile I love when financial advisors read marketing books to level up their skills…
Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!…
I’m not the richest person in the world, but I have done well with my money.
Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.…
According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.
His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.…
You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.
But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.…
If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.
But there has also never been more opportunity throughout all human history.…
Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.
Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.…
