Apr 28, 2025
A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.
But you know what?
He lost more than 50% of his business! Today, he has fewer than 600 members.
Why?
Well,...
Apr 21, 2025
The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.
All clients aren’t created equally.
But how do you identify your best clients, figure out the commonalities between them, and use this...
Apr 14, 2025
There are some prospective clients who, no matter how much they trust or value you, will never work with you.
And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.
But...
Apr 7, 2025
In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent.
Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters.
But… it’s not a...