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Financial Advisor Marketing Podcast

Mar 27, 2023

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche.


Well, many believe that Christians aren’t as interested in building their wealth as other potential niches. But this is...

Mar 20, 2023

Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake.


Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don’t start getting ahead of this trend now, you might find yourself without a business...

Mar 13, 2023

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it? 

Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely. 

That ends today. 

In this episode, I’m...

Mar 6, 2023

YouTube is one of the most lucrative and effective marketing strategies for financial advisors.


Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients.

No other social media is half as powerful as YouTube. And no financial advisor...