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Financial Advisor Marketing Podcast

Oct 30, 2023

Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person. 

But financial advisors make a big, fat mistake when trying to target business owners: 

They go...

Oct 23, 2023

For my 250th straight episode of the Financial Advisor Marketing Podcast, I’m going to let you in on a little secret. 

The secret? 

While I love marketing and helping financial advisors become better marketers, I’d rather make you wealthy. 

And in this episode, I reveal the single best wealth-creation mindset tweak...

Oct 16, 2023

Success is not an accident. It’s the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence. 

The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won’t magically make you successful. But many financial...

Oct 9, 2023

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I’ve had more than 10,000 private conversations with financial advisors since 2015. 

Through these conversations—because advisors feel safe to share the whole picture (which isn’t the case at seminars...

Oct 2, 2023

99% of people will never get into the top 1% of anything. That’s just simple math…  But that doesn’t mean you’ll never get to the top 1%. 

In fact, while becoming a top 1% financial advisor isn’t easy, it’s a lot simpler than you think. 


Because you just have to do the simple things that 99% of people...