As much as 99% of your marketing problems can be summed up in one sentence:  You’re taking the easy route... more

One of the most common questions I get from financial advisors is, “How can I be more productive?”  The reason... more

Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it... more

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality... more

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.  Since... more

Most financial advisors are in for a rude awakening that’s coming sooner rather than later.  The golden age of advisor... more

Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not... more

New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout,... more

Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how... more

I’ve noticed a trend among financial advisors:  Only advisors who are in the top 1% (or have the potential to... more