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
Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.
Since I value you more than the average self-help guru, I don’t want to do that.… READ MORE
Most financial advisors are in for a rude awakening that’s coming sooner rather than later.
The golden age of advisor marketing is ending.
Once it ends?
Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.… READ MORE
Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.
The only goal of marketing is far simpler than that: It’s getting clients.… READ MORE
New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.… READ MORE
