May 25, 2026
Ethical persuasion is your professional obligation to your prospective clients.
But most advisors don’t believe this because they fall into one of two extremes:
They either ditch the “ethical” part and dive into unethical manipulation tactics to trick their prospects into forking over their hard-earned...
May 18, 2026
Most of what you do in marketing will not produce the results you desire. That’s the harsh reality behind the mathematical structure of marketing.
But it’s your mind that turns mathematical realities into a problem.
Here’s what I mean:
After racking up a couple of embarrassing marketing failures, most advisors...
May 11, 2026
If you are a financial advisor who wants to get more clients with Facebook Ads, then, well, this might be the most important piece of content you ever come across.
I’m sharing my top 20 Facebook Ads tips for financial advisors in today’s show.
The only other way to even get the secrets I share in this free episode...
May 4, 2026
I’m not the “guru” type who will boldly proclaim that a certain marketing strategy is dead. But I have a sneaking suspicion that advisors are keeping cold prospecting on life support by themselves because they don’t know there’s a better way.
But there is a better way that’s far less time consuming, far...