Feb 24, 2025
One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of.
The mental block?
Needing permission to do, well, any action that could grow your business by a scary amount.
These...
Feb 17, 2025
Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy.
Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news:
If you’re making between $150,000-$300,000, I...
Feb 10, 2025
Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.”
Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing.
I don’t say this lightly, but this...
Feb 3, 2025
Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients.
But there’s a problem with attraction marketing…
If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. That’s...