Most financial advisors know they shouldn’t do everything themselves.
You’ve probably heard it before – figure out the type of work that makes you the most money and outsource the rest.… READ MORE
What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time.
But for most financial advisors, their own biased thinking holds them back more than anything else.… READ MORE
With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed.
If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department – not a financial advisor.… READ MORE
As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life – and supporting them with it lets you earn even more of their trust. … READ MORE
Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question.
In this episode, you’ll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. … READ MORE