Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:
They overcomplicate their marketing strategy!
The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads.…
There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.
But there’s one tiny problem with this…
None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
