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Financial Advisor Marketing Podcast

Jun 10, 2024

After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. 

Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any...


Jun 3, 2024

I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. 

How did I do it? 

Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. 

For example, I talk about Christianity in it (usually a big no-no in the financial...