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Most of the so-called marketing advice that advisors get sold by other marketing gurus isn’t just flat-out wrong…
But it also makes you focus on the wrong things!
This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn’t work, and causes you to toss and turn for hours each night as you drown in your own anxiety.… READ MORE

Most advisors create their marketing strategy by stitching together “quick tips,” following the latest tactics, or otherwise getting some form of Shiny Object Syndrome.
This can work (and does work) for a while.… READ MORE

There is something infecting your mind and your marketing right now.
It’s not a lack of tactics or using the wrong ones.
It’s not a lack of strategy or using the wrong one.
And it’s not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse.… READ MORE

I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.
I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.… READ MORE

Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you.… READ MORE

If you closely study the best financial advisors’ marketing strategies, you might find something so counterintuitive that it makes you question reality:
The top advisors grow faster with less marketing, not more!… READ MORE

There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors!
Some advisors are simply too lazy (or pretend they’re too busy) to do it.… READ MORE

Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the “ah-ha” moment your subconscious has been desperately searching for.… READ MORE

Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can’t help when you have young children.
Not only is this dead wrong, but it’s a completely backwards excuse too.… READ MORE

Most financial advisors believe that their experience is the best trust signal to attract and land new clients.
This might’ve been the case years ago, but it’s not necessarily true.
Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years).… READ MORE

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