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Financial Advisor Marketing Podcast

Jul 27, 2020

People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don’t know how to get there.

But most people never get there because they focus on shiny objects and short-term tactics. 

Those will never get you to real wealth. But if you focus on the strategies outlined in this episode, you can...

Jul 20, 2020

Designing A Lifestyle Advisor Practice

You probably didn’t start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want. 

And that can be your reality. Your business doesn’t have to be a low-paying job...

Jul 13, 2020

Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren’t as great as they sound. 

If you’re not careful, referrals will kill your business and have you searching for a new job. But you don’t have to give up referral marketing....

Jul 6, 2020

You’ve heard all the business mantras, listened to every sales guru and read books rich people recommend. 

But even though you know the exact steps to build the life you want, you’re not living it yet. That’s probably because of limiting beliefs. These toxic thoughts erode even the best success mindset and keep...