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Financial Advisor Marketing Podcast

Aug 25, 2025

I recently made a big, fat, rookie mistake in an advertising campaign.

The mistake? 

I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me. 

But you know what?

Since I suffered the humiliation of this mistake,...


Aug 18, 2025

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. 

I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).  

So,...


Aug 11, 2025

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition. 

But wait - there’s more!

Not only is AI planting the seeds to your business’s destruction…  but it’s also literally stealing your mind and cognitive...


Aug 4, 2025

I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period). 

And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients. 

So, my misfortune is...