May 26, 2025
Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.
The only goal of marketing is far simpler than that: It’s getting clients.
If you aren’t getting as many clients as you can possibly serve, then there are certainly...
May 19, 2025
New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.
In contrast, using the correct strategy can cause your business to...
May 12, 2025
Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how much it sabotages their business. For example:
One of my recent Facebook Ad campaigns went from costing $9.38 per lead to only 93 cents per lead. But when I tell you how I did it, if you’re...
May 5, 2025
I’ve noticed a trend among financial advisors:
Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses.
The other 99% shy away from harsh truths and try to ignore them. But here’s the thing…
You can’t ignore...