You’ve probably already heard that LinkedIn is one of the best marketing channels for financial advisors.
But creating an account and uploading a picture in a suit isn’t enough. You need to market yourself effectively if you want to close clients via LinkedIn.… READ MORE
You can have the prettiest business cards and the fanciest websites, but a financial advisor’s business runs on clients. And whether you’re brand-new or just going through a slump, this episode will help you get more clients.… READ MORE
In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn’t their work ethic or ambition, it’s that they’re never told what to actually get good at.… READ MORE
There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year.… READ MORE
If you’re listening to this podcast, you want to succeed as a financial advisor. And you there thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don’t.… READ MORE
If you’re a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite.… READ MORE
If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to.
But way too often, we’re not productive enough to execute.… READ MORE
Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself.
But then they hit you with objections, doubts and skepticism.… READ MORE
If you go on the internet and look for marketing tactics to get more clients, you’ll get tons of tips, tricks and hacks that promise to skyrocket your business and deliver you an endless flow of clients.… READ MORE
You can’t get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.… READ MORE
