Jan 26, 2026
There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors!
Some advisors are simply too lazy (or pretend they’re too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work...
Jan 19, 2026
Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the “ah-ha” moment your subconscious has been desperately searching for.
It has to do with your approach to marketing and it answers the question of why growing a financial advice business...
Jan 12, 2026
Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can’t help when you have young children.
Not only is this dead wrong, but it’s a completely backwards excuse too.
You need productivity secrets when you have children or else one of two...
Jan 5, 2026
Most financial advisors believe that their experience is the best trust signal to attract and land new clients.
This might’ve been the case years ago, but it’s not necessarily true.
Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when...