Apr 15, 2024
Most financial advisors believe that there’s a one-size-fits-all solution to marketing.
Not only is this true, but it’s dangerous.
Why?
Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their...
Apr 8, 2024
As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.
The same is true for learning from other advisors’ successes too.
That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of...
Apr 1, 2024
Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.
But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success.
Don’t believe me?
Well, in today’s show, I’m sharing...
Mar 25, 2024
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.
Why don’t they ask?
Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the...
Mar 18, 2024
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors.
It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit...