Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.… READ MORE
Most financial advisors don’t charge enough for one of two reasons:
Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices.
But here’s the thing:
Charging more not only helps you attract better clients, but it also helps you serve your current clients better.… READ MORE
Here’s a cold, hard fact of life:
Most people retire almost as broke as they were when they entered the world.
Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth.… READ MORE
Most financial advisors are great at their job, but they suck at marketing. I don’t say that to be cruel. But sometimes the truth hurts.
That’s the bad news.
The good news?
After listening to this episode, you will never be able to say you suck at marketing again.… READ MORE
Most financial advisors make a fatal mistake when trying to get more clients from their website:
Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here’s the problem: If your current visitors aren’t converting now, adding more gasoline won’t fix your conversion problems.… READ MORE
Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they’re more skeptical when it comes to investing their money.
They fear being cheated or scammed out of their hard-earned life savings.… READ MORE