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Financial Advisor Marketing Podcast

Nov 28, 2022

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success. 

For example, having an “S” marker in the Myer Briggs personality test is the most common. But it’s also...

Nov 21, 2022

Here’s a cold, hard fact of life: 

Most people retire almost as broke as they were when they entered the world. 


Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself...

Nov 14, 2022

If you’re not making as much in your business as you’d like, I have some humbling news for you:

You’re letting your ego sabotage you! 

Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. 

But you know what? You don’t have to give into your ego. 


Nov 7, 2022

Most financial advisors are great at their job, but they suck at marketing. I don’t say that to be cruel. But sometimes the truth hurts. 

That’s the bad news. 

The good news?

After listening to this episode, you will never be able to say you suck at marketing again. 


Because I’m revealing the 50 things I wish...