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Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.
Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.… READ MORE

How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?
Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?… READ MORE

Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show.… READ MORE

I’m giving you a gift today:
I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.… READ MORE

I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…
When I did, I found out the hard truth:
Most financial advisors whining about their imposter syndrome are misdiagnosing it.… READ MORE

If you’re struggling to build trust with prospects and clients, then I have some harsh news for you:
Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others.… READ MORE

I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals.
Why?
Well, it’s because they suffer from an addiction that they aren’t even aware of!… READ MORE

Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes.
Because here’s the thing…
While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes.… READ MORE

When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up.… READ MORE


After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing.
Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line.… READ MORE

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