Jul 27, 2026
What do you say when people at parties or other social outings ask what you do for a living?
Most advisors have the same, lame answer as other advisors: They say their job title.
This kills more conversations, more potential appointments, and more possible clients than perhaps any other sentence you utter.
Why?
Jul 20, 2026
I am constantly asked by financial advisors who tried LinkedIn but failed with it whether or not it’s really a platform for getting high-quality clients.
My response?
Yes, financial advisors are really getting clients from LinkedIn. But only if they’re not making one of the four fatal mistakes I reveal in this...
Jul 13, 2026
The multi-billion dollar self-help industry has a deep and dirty secret:
They sell you junk food dressed up like health food. Not only do some of the most commonly parroted lines and “lessons” not actually help you… but many will actively hurt you and your business.
In fact, there are 7 such self-improvement...
Jul 6, 2026
Here’s something you might not like to hear, but you need to hear it:
The reason you’re not as successful or effective as you want isn’t because of the market, the economy, or any other external factor. The reason is you.
Take, for instance, the fact every listener of this show knows enough to get started. And...