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Financial Advisor Marketing Podcast

Nov 30, 2020

If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. 

Those tactics...

Nov 23, 2020

When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves.

But right now, a big tech behemoth is threatening to kill your marketing strategy: Google. If you’re marketing online, there’s a...

Nov 16, 2020

Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there.

The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value...

Nov 9, 2020

If you want to reach your ideal clients online, you probably won’t find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them. 

But, like any social network, LinkedIn wants to make money—which means it’s cutting down your reach and making it more expensive...

Nov 2, 2020

Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment. 

But if you spew your take on a Delaware paper mill stock on social media, you won’t have the Forbes 500 list knocking on your door. To win wealthy...