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Financial Advisor Marketing Podcast

Jun 10, 2024

After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. 

Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any...


Jun 3, 2024

I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. 

How did I do it? 

Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. 

For example, I talk about Christianity in it (usually a big no-no in the financial...


May 27, 2024

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. 

False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with...


May 20, 2024

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… 

There’s a big, fat problem with niche marketing: 

It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus...


May 13, 2024

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: 

A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. 

So, how do you market to this wave of future retirees to win their...