Oct 27, 2025
Every prospective client you’ll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they’re rooted in your prospective client’s insecurities, and have absolutely nothing to do with you.
But...
Oct 20, 2025
Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.
The problem?
You’re vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That’s it. If your plan isn’t that simple,...
Oct 13, 2025
There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.
And you know what? Most of the information can actually harm your business.
That ends today.
In today’s show, I reveal the 3 best marketing resources ever created for...
Oct 6, 2025
In the past 10 years, I’ve seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.
But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still...