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Financial Advisor Marketing Podcast

Apr 29, 2024

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy! 

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t...

Apr 22, 2024

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. 

But there’s one tiny problem with this…

None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

That’s why you can follow...

Apr 15, 2024

Most financial advisors believe that there’s a one-size-fits-all solution to marketing. 

Not only is this true, but it’s dangerous. 


Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their...

Apr 8, 2024

As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. 

The same is true for learning from other advisors’ successes too. 

That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of...

Apr 1, 2024

Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. 

But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. 

Don’t believe me? 

Well, in today’s show, I’m sharing...