Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.… READ MORE
For my 250th straight episode of the Financial Advisor Marketing Podcast, I’m going to let you in on a little secret.
The secret?
While I love marketing and helping financial advisors become better marketers, I’d rather make you wealthy.… READ MORE
Success is not an accident. It’s the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.
The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won’t magically make you successful.… READ MORE
Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I’ve had more than 10,000 private conversations with financial advisors since 2015.
Through these conversations—because advisors feel safe to share the whole picture (which isn’t the case at seminars or webinars)—I’ve cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one.… READ MORE
99% of people will never get into the top 1% of anything. That’s just simple math… But that doesn’t mean you’ll never get to the top 1%.
In fact, while becoming a top 1% financial advisor isn’t easy, it’s a lot simpler than you think.… READ MORE
It’s your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often.… READ MORE
When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn’t bad… but is it the best?
No, it’s not the best because in order to write the best copy, you need to deeply understand your market.… READ MORE
I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful:
Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services.… READ MORE
The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads.
And I get it: Outsourcing your lead generation to a third-party company is appealing.… READ MORE
Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return.
The difference between the two?
Well, it all comes down to the freelancer you pick to hire.… READ MORE
