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
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
