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Financial Advisor Marketing Podcast

Dec 27, 2021

Your skills don’t matter if you don’t get anything done. 

You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses. 

But if you’re checking off your to-dos every single day, you become hyper-effective and skyrocket your income. 


Dec 20, 2021

Referral leads  are better than random people from networking meetings. They hire you without objecting to everything you say. They’re usually wealthy, You don’t have to work to acquire them and they already trust you.

Unfortunately, most advisors struggle to get referrals—because they ask for them.

Begging your...

Dec 13, 2021

You’ve probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor.

The truth is: Competitors are closing clients you could’ve signed left and right.

And if you’re not setting yourself apart from your competitors, you’ll lose. But if you become a...

Dec 6, 2021

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. 

But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes.

If that’s you, don’t worry—a single factor can take you...

Nov 29, 2021

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. 

But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor. 

That’s because all humans are irrational...