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Financial Advisor Marketing Podcast

Sep 30, 2019

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year.

If you’re starting out, this might seem...

Sep 23, 2019

If you’re listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don’t.

But what’s even more important than doing the things that work is avoiding what doesn’t. 


Sep 16, 2019

If you’re a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite. 

But you won’t get there if you don’t do what the elite has done to get there. In this episode,...

Sep 9, 2019

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to. 

But way too often, we’re not productive enough to execute. We waste time on social media and spend hours on activities that don’t move the...

Sep 2, 2019

Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself.

But then they hit you with objections, doubts and skepticism. Suddenly, the conversation becomes awkward. And you often lose the client. 

Luckily, you can...