Jan 27, 2025
Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.
The result?
Banging your head against the wall because without a new source of prospective clients, you’ll be out on...
Jan 20, 2025
While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them.
Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.
But most...
Jan 13, 2025
My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche.
And today, I’m revealing the secret to why my content marketing campaigns have...
Jan 6, 2025
While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.
And you know what?
It’s easier to spot red flags than you might think...