Apr 27, 2026
There is no shortage of tricks and tips created specifically for financial advisors who want to get more referrals.
And yet…
The entire industry struggles hard to actually land referrals. You might ask your clients to refer others to you in hundreds of different ways, but you can’t trace back a single client to a...
Apr 20, 2026
Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business.
The reason?
You’re using the completely wrong approach in your discovery meetings!
Look, I get it - when a prospective client has a problem and you have a...
Apr 13, 2026
Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term.
But metrics are terrible masters and wonderful servants.
Here’s what I mean:
Obsessing over your metrics without understanding the underlying context of them is a...
Apr 6, 2026
This episode might be the most important one I’ve ever recorded… And it has nothing to do with marketing.
Instead, it’s a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost...