Jun 30, 2025
One of the most common questions I get from financial advisors is, “How can I be more productive?”
The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).
But here’s the problem:
Most productivity books and coaches layer on the fluff because...
Jun 23, 2025
Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.
But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also...
Jun 16, 2025
What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?
It’s not luck, connections, or even intelligence.
It’s something far more fundamental than that.
In fact, there are 2 fundamentals...
Jun 9, 2025
Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.
Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do.
Jun 2, 2025
Most financial advisors are in for a rude awakening that’s coming sooner rather than later.
The golden age of advisor marketing is ending.
Once it ends?
Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep...