Mar 25, 2024
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.
Why don’t they ask?
Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the...
Mar 18, 2024
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors.
It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit...
Mar 11, 2024
Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again.
That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode.
If your marketing doesn’t...
Mar 4, 2024
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.
At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still...