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Financial Advisor Marketing Podcast

May 31, 2021

If you want to get fit, you’ve got to exercise every single day. If you want to get smarter, you’ve got to learn something every day. And if you want more clients, you’ve got to work on your marketing every day. 

If you’re not working on closing new clients every day, someone else will. They’ll gobble up your...

May 27, 2021

Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client. 

Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile. 

The difference between wealthy advisors and client-less...

May 24, 2021

Building a business that sets you free and makes you wealthy takes time. And if you’re focused on short-term tactics, you’ll always be chasing “shiny objects” that don’t attract well-paying clients. 

But if you pretend that “good things come to those who wait”—you’ll never build the business of your...

May 17, 2021

Even though financial advisors help others manage their money, many of them have “money blocks”. They’re afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money. 

That’s bad news if you want to get wealthy. When you’re afraid of anything related to money, you’ll...

May 10, 2021

Have you met someone who can’t enjoy today’s weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset. And a negative mindset affects the way you think about decisions, keeping you from getting the success you...