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
Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…
The lie?… READ MORE
I have a confession:
I was wrong about using AI for marketing. Especially for financial advisors.
I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:
The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook.… READ MORE
Through the years, I’ve earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.
But there are some problems I can’t fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.… READ MORE
Success isn’t complicated.
But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.
Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.… READ MORE
AI is coming for advisors’ jobs. It just passed the CFA exam in mere minutes. It doesn’t matter what you personally think about AI or whether or not you think it gives good financial advice:
Your market believes it does!… READ MORE