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Financial Advisor Marketing Podcast

Jun 28, 2021

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals.

But you don’t have to use those outdated methods that chase prospects away.

In fact, if you stop making 3 crucial mistakes in your...

Jun 21, 2021

Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets. 

But if you do whatever your client tells you to do, you’ll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they...

Jun 14, 2021

You can find “proven” marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time. 

But that doesn’t mean they’ll get you any clients. In fact, if you blindly copy an outdated strategy, you’re almost guaranteed to fail. 

Marketing evolves. That’s why...

Jun 7, 2021

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle.

millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth. 

But you don’t have to...