Mar 31, 2025
Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life.
But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their...
Mar 24, 2025
Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I’ve noticed that there’s a certain type of financial advisor, based on personality typing, that’s particularly vulnerable to being manipulated.
Why?
Well, it’s almost as if their personality type works...
Mar 17, 2025
I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. And my answer is always the same:
It depends.
It depends on how profitable you are, how much you charge per client, how much you’re willing to deal with headache clients, and the list of...
Mar 10, 2025
A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful.
And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful...
Mar 3, 2025
Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy.
What if there was another way to approach your financial advice business that scaled your joy without sabotaging your...