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Financial Advisor Marketing Podcast

Feb 26, 2024

I’m acting like a mad scientist in this episode:

I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test. 


Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. 


Feb 19, 2024

Some people are fish. And other people are birds. 

But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim. 

The point?

Everyone has a unique personality. But most financial advisors shy away from their natural personality and...

Feb 12, 2024

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle.


Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients. 

If you don’t...

Feb 5, 2024

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account. 

If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you...