Mar 30, 2026
There are certain people, who are not in your market and would never become your client, who try to offer you advice about your marketing and your overall business.
It’s important you ignore these people and don’t take their feedback seriously. The reason?
It’s like a steakhouse owner taking advice from a broke...
Mar 23, 2026
This episode may make you uncomfortable, but it’s too important to avoid.
There is a silly and self-sabotaging belief that runs rampant amongst financial advisors. It is actively destructive and extraordinarily expensive. And the only reason it exists is because it protects you from discomfort and responsibility.
The...
Mar 16, 2026
I remember my uncle once telling me that most people are dumb, weak, and broke. While I thought it was harsh at the time, it has been consistently proven to be true over the years.
Why does this matter to you?
Two reasons:
First, to help you break through whatever limiting belief you’ve subconsciously placed on...
Mar 9, 2026
Most of the so-called marketing advice that advisors get sold by other marketing gurus isn’t just flat-out wrong…
But it also makes you focus on the wrong things!
This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as...
Mar 2, 2026
Most advisors create their marketing strategy by stitching together “quick tips,” following the latest tactics, or otherwise getting some form of Shiny Object Syndrome.
This can work (and does work) for a while.
But there’s a massive hidden debt that comes with this patchwork marketing strategy:
It undermines...