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Financial Advisor Marketing Podcast

Jul 29, 2019

If you’ve been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills. 

And that’s where most financial advisors fail: The mental side of being in business. 

While many financial advisors set themselves up for failure,...

Jul 22, 2019

As a financial advisor looking for clients, the first thing you need is an appointment.

But if you’ve tried to get more appointments before, you’ve probably noticed: It’s not as easy as it looks. 

Whether you’re currently successful at getting meetings or not, there are three crucial mistakes financial advisors...

Jul 15, 2019

If you’re like most financial advisors, you didn’t start your business for the money—you started it to live and work on your own terms. 

Although freedom is the most common goal of financial advisors, it’s the least common reality. Many work into the AM, never feel done and don’t even see appropriate results...

Jul 8, 2019

It’s easy to start a career or business all excited. It’s hard to surmount challenges, persist in the face of adversity and win in the long-term.

But years later, we say “Had I known that from the beginning, I would’ve skipped years of struggle.”

In this episode, you get 3 things which will give you that...

Jul 1, 2019

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find. 

If that’s you, you’re making an error that can kill your business—even if you succeed.

Because the truth about...