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Financial Advisor Marketing Podcast

Jul 25, 2022

If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place. 

Lots of “experts” want to sell you courses, seminars and books with complex...

Jul 18, 2022

Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals. 

If you want to realize your dreams, build wealth and accomplish your...

Jul 11, 2022

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing.

But marketing isn’t about your feelings. It’s cold, hard math. A marketing strategy either makes money—or it doesn’t. 

In this episode, you’ll...

Jul 4, 2022

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend. 

But the truth is: Financial advisors don’t need a marketing budget to get more clients. That might sound radical,...