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Financial Advisor Marketing Podcast

Jun 26, 2023

Most people, including most financial advisors, are weak. 

They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. 

That’s the bad news. 

The good news? 

Building your...

Jun 19, 2023

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. 

Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was...

Jun 12, 2023

70% of financial advisors who clear over 7-figures per year have something in common: 

They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk. 

So, why don’t more financial advisors niche down? 

Well, many do, but they commit massive...

Jun 5, 2023

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son. 

But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything....