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
One of the most common questions I get from financial advisors is, “How can I be more productive?”
The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).… READ MORE
Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.
But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients.… READ MORE
What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?
It’s not luck, connections, or even intelligence.… READ MORE
