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Financial Advisor Marketing Podcast

Dec 26, 2022

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners. 

My main takeaway from spending so much time with successful, and unsuccessful, advisors...

Dec 19, 2022

There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money. 

Here’s the thing… 

There’s no right or wrong when it comes to perception. And your clients’ perception...

Dec 12, 2022

Most financial advisors don’t charge enough for one of two reasons: 

Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices. 

But here’s the thing: 

Charging more not only helps you attract better clients, but it also helps you serve your current clients...

Dec 5, 2022

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight. 

Of course, this never actually happens. But it still feels real inside our brains. Well, that’s why I...