Nov 29, 2021
As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.
But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.
That’s because all humans are irrational...
Nov 22, 2021
If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city.
You might feel like that lifestyle is out of reach. But the truth is: These people aren’t that much...
Nov 15, 2021
You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you’ll never get a single client from all of it.
There are different types of website visitors. And they’re all looking for different things. If you can give every visitor exactly what they’re looking...
Nov 8, 2021
Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects.
But many advisors send email after email and only get unsubscribes. That’s because they’re making crucial mistakes that alienate prospects.
In this episode, you’ll...
Nov 1, 2021
When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money.
That’s why your conversion rate is so important if you want to get more clients online. In this episode, you’ll find out exactly how to raise your conversion rate...