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Financial Advisor Marketing Podcast

Apr 24, 2023

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business. 

That said, I’m the furthest thing from an expert on Twitter. That’s why I invited an actual expert...

Apr 17, 2023

Most financial advisors tend to treat all of their clients like they’re the exact same person. This is a massive mistake, even if you’re niched down and deal with the same type of people every day.


Because you win or lose a client’s lifetime business not by the results you give them, but how you make them...

Apr 10, 2023

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you’re only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures.

Think you could make more money, enjoy more time off, and deal with fewer...

Apr 3, 2023

Going all in on your niche terrifies most financial advisors.


Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers...