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Financial Advisor Marketing Podcast

Aug 30, 2021

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. 

Why are some financial advisors living the dream while others are scraping by? 

It’s all about your...

Aug 23, 2021

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can’t sell, you don’t get clients. 

And without clients, you don’t have a business. 

That’s why many financial advisors look for sales advice online… and embarrass themselves when they follow it. 

Some of...

Aug 16, 2021

Today, marketing is almost impossible without modern technology: 

LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house. 

But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates. 


Aug 9, 2021

Marketing experts tell you where to market to attract more clients. If you followed everybody’s advice, you’d be running a media business and have no time to serve your clients. 

So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog?

The truth is: You can get clients...

Aug 2, 2021

It’s fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets.

In contrast, tax planning is boring. But it’s an exciting marketing opportunity for financial advisors:

If you’re touting your favorite stocks, bonds and funds,...