Jul 28, 2025
There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.
Here’s why:
After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to...
Jul 21, 2025
Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.
Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what...
Jul 14, 2025
Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.
And so, they do the same old things expecting better results, then burn out in the...
Jul 7, 2025
As much as 99% of your marketing problems can be summed up in one sentence:
You’re taking the easy route and doing the bare minimum.
You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice...