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Financial Advisor Marketing Podcast

Aug 29, 2022

Your productivity as a financial advisor directly impacts how much money lines your pockets each month. 

While that sounds like good news, here’s why it’s not: 

Many financial advisors I’ve coached were allergic to organization. It’s nothing but a boring waste of time to them. But that’s only because they...

Aug 22, 2022

Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts. 

What’s this personality trait? 

Analytical thinking! You need to think analytically to best serve your clients. But it also causes...

Aug 15, 2022

If your marketing materials aren’t as effective as you’d like, I have good news: 

A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services. 


Aug 8, 2022

If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.

But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.

Why? After getting ripped off once, some millionaires would rather stuff...

Aug 1, 2022

There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients. 

That’s why even the best financial advisors fight tooth and nail to find new clients. 

Here’s the good news: