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Financial Advisor Marketing Podcast

Sep 25, 2023

It’s your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often. 

But most advisors don’t think like this. And it causes them to fear rejection, get anxious before...

Sep 18, 2023

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn’t bad… but is it the best? 

No, it’s not the best because in order to write the best copy, you need to deeply understand your market. That’s why, for example, headlines that break all the copywriting rules...

Sep 11, 2023

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: 

Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services. 

And you know...

Sep 4, 2023

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. 

And I get it: Outsourcing your lead generation to a third-party company is appealing. 

But there’s a big, fat problem with buying leads:

It’s like putting all your money into a...