There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial... more

Most financial advisors believe that there’s a one-size-fits-all solution to marketing.  Not only is this true, but it’s dangerous.  Why? ... more

As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit... more

Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.  But marketing... more

Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for... more

There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think... more

Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to... more

I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.  At... more

I’m acting like a mad scientist in this episode: I’m attempting to form the perfect financial advisor based on the... more

Some people are fish. And other people are birds.  But financial advisors sabotage their marketing efforts and even put their... more