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
Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing.
That’s the bad news.… READ MORE
Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.
You could be the best advisor in the world with the best track record of wealth creation – but it won’t matter if you’re so bland nobody remembers your name.… READ MORE
The bar to stand out as a financial advisor is incredibly low.
Why?
Because most advisors think, for some reason, that their profession is immune from market forces.
This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.… READ MORE
