Most financial advisors believe that there’s a one-size-fits-all solution to marketing.
Not only is this true, but it’s dangerous.
Why?
Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.… READ MORE
As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.
The same is true for learning from other advisors’ successes too.… READ MORE
Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.
But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success.… READ MORE
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.
Why don’t they ask?
Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals.… READ MORE
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors.
It’s the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own.… READ MORE
Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again.
That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode.… READ MORE
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.
At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t.… READ MORE
I’m acting like a mad scientist in this episode:
I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test.
Why?
Because some financial advisors should, frankly, try something else.… READ MORE
Some people are fish. And other people are birds.
But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim.… READ MORE
A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle.
Why?
Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients.… READ MORE
