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
Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account.
If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong.… READ MORE
Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you.… READ MORE
Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created.… READ MORE
We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor.
Why?
Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business’s revenue ceiling.… READ MORE
There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.
This tactic?
Teaching.
Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money.… READ MORE
