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Financial Advisor Marketing Podcast

Oct 31, 2022

Most financial advisors make a fatal mistake when trying to get more clients from their website:

Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here’s the problem: If your current visitors aren’t converting now, adding more gasoline won’t fix your conversion...

Oct 24, 2022

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they’re more skeptical when it comes to investing their money.

They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how...

Oct 17, 2022

I’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads. 

Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5...

Oct 10, 2022

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it. 


Because they’re making one of the 5 deadly social media mistakes. 

Fixing these mistakes can transform...

Oct 3, 2022

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base. 

But they can also devour your time with nothing to show for it if you don’t know what you’re doing. 

So how do you create blogs that help grow your business rather than blogs that eat up...