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Financial Advisor Marketing Podcast

Oct 25, 2021

Most financial advisors know they shouldn’t do everything themselves. 

You’ve probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right? 

But most financial advisors never outsource anything. It’s not because they like doing everything themselves. Most...

Oct 18, 2021

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard. 

But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of...

Oct 11, 2021

What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time. 

But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of...

Oct 4, 2021

With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed. 

If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department - not a financial advisor. 

But you can use effective marketing strategies to...