Jun 29, 2026
I’m feeling extra generous and reflective in this episode because the July Inner Circle newsletter, my 100th straight issue, is the single best newsletter I’ve ever written.
The process of writing this celebratory issue has left me overflowing with ideas. Which means you’re in for a treat in today’s show.
Jun 22, 2026
50 clients seems to be the threshold where the entire game changes:
Either your first 50 clients are wealthy, high-quality ones who “get” you (which paves the way to unbelievable marketing effectiveness and growth)… Or your first 50 clients are random, low-quality ones who frustrate you, stifle your...
Jun 15, 2026
I have personally reviewed 1000s of financial advisors’ “About” pages over the years, and I am not exaggerating when I say that somewhere between 90 and 95% are just horrible.
They are actively repelling their ideal prospects.
The reason?
Most advisors think their About page is a resume in narrative form. And...
Jun 8, 2026
I am tired of financial advisors telling me that they cannot grow but they just don’t have the budget for paid ads. In almost every case, this is an excuse. And a rotten excuse at that.
These advisors think their lack of marketing spend is the reason they can’t grow. But the true problem is much deeper than that....
Jun 1, 2026
The single most effective, fulfilling, and fun way to market your financial services is by leveraging the incredible powers of niche marketing.
But if you’re like most advisors, you go about picking a niche in a completely backwards way, burning out before getting any real traction, and giving up way too soon.