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Financial Advisor Marketing Podcast

Jan 25, 2021

Most financial advisors are great at setting goals like “Build a six figure business”, “only work with awesome clients” or “get 15 new clients this year”. But most advisors fall way short of their goals. Why? 

They’re not powerful enough. Powerful people achieve the goals they set out to achieve. Luckily,...


Jan 18, 2021

Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the pressure you let others put on you. 

While you should absolutely put your clients first, nobody wins if you hate your own business because you’re a people pleaser. 

If...


Jan 14, 2021

Every once in a while, a “gold rush” the financial advisor world erupts into a “gold rush”: One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore.

A few years ago...


Jan 11, 2021

When you watch pretentious “gurus” on social media, you’ll often hear them talk about how being nice and making everyone happy leads to abundance and wealth. 

While that’s a fun idea, it’s simply not true. As a financial advisor, you’ll face ruthless competitors trying to poach your clients, prospects who...


Jan 4, 2021

When it comes to entertainment, the A-listers don’t need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for.

It’s the same for financial advisors: If prospects already know what you do, who you help and what results you...