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There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success.… READ MORE

Here’s a cold, hard fact of life:
Most people retire almost as broke as they were when they entered the world.
Why?
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

If you’re not making as much in your business as you’d like, I have some humbling news for you:
You’re letting your ego sabotage you!
Your ego is a conniving poison that devours your wealth every opportunity it gets.… 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

I’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads.… READ MORE

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it.… READ MORE

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.
But they can also devour your time with nothing to show for it if you don’t know what you’re doing.… READ MORE

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth.
But the cold, hard truth is that most financial advisors have no clue about how to get there.… READ MORE

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