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Financial Advisor Marketing Podcast

Sep 28, 2020

As a financial advisor, your personal performance decides if you thrive or struggle. When you’re on top of your game, your service is top-notch, your business grows and you feel fantastic. 

But if you’re not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business...

Sep 21, 2020

Many financial advisors are analytical types, not slick salesmen. They’re uncomfortable with smooth-talking sales tactics and aggressive “closing”. But if you can’t sell, you’ll never make a penny as a financial advisor.

Fortunately, selling doesn’t have to mean extorting prospects until they submit and hire...

Sep 14, 2020

Let’s be real: You’re more ambitious, more skilled and more hard-working than most people. 

That’s not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you’re not careful, your ambition can harm your business and keep you from...

Sep 7, 2020

You probably started your business to control your time and income. But if you’re like most advisors, you’re working nights, always think about work and feel guilty about taking days off. 

You deserve better. But it won’t happen unless you automate your business. If you don’t create systems that work on...