Dec 30, 2024
I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.
More:
I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they...
Dec 23, 2024
Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.
Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years.
They’re...
Dec 16, 2024
Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.
And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating...
Dec 9, 2024
There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.
Not to mention, it makes every marketing asset you create and every sales call...
Dec 2, 2024
I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I’m setting my money on fire.
But you know what?
This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative...