One of the most common questions I get from financial advisors is, “How can I be more productive?” The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on). But here’s the problem: Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it. But I care about you. That’s why I’m sharin...
Jun 30, 2025•25 min
Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients. But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success. This is one of the most valuable episodes I’ve ever recorded. Worth listen...
Jun 23, 2025•22 min
What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It’s not luck, connections, or even intelligence. It’s something far more fundamental than that. In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life. Best part? Once you know about these 2 fundamentals, you can improve at them like any other skill. That’s what w...
Jun 16, 2025•21 min
Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences. Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do. But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business. They’re far more fundamental. And thus, less s...
Jun 09, 2025•20 min
Most financial advisors are in for a rude awakening that’s coming sooner rather than later. The golden age of advisor marketing is ending. Once it ends? Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive. I don’t say this to scare you but to prepare you: Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketin...
Jun 02, 2025•21 min
Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative. The only goal of marketing is far simpler than that: It’s getting clients. If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their busine...
May 26, 2025•23 min
New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy. In contrast, using the correct strategy can cause your business to grow faster, with fewer headaches and problem clients, so you reach even your most outlandish goals in half the time it takes a more skilled financial advisor. And who doesn’t want t...
May 19, 2025•28 min
Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how much it sabotages their business. For example: One of my recent Facebook Ad campaigns went from costing $9.38 per lead to only 93 cents per lead. But when I tell you how I did it, if you’re like most financial advisors, you’ll instantly write it off saying it’s too hard or too much work. Worst part? It’s not nearly as expensive as bad advertising, marketing, or business ...
May 12, 2025•25 min
I’ve noticed a trend among financial advisors: Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses. The other 99% shy away from harsh truths and try to ignore them. But here’s the thing… You can’t ignore these harsh truths. If you’re making one of these mistakes, it’s only a matter of time before your business crashes and burns. Or worse, it’s locked in a purgatory state of mediocrity where you...
May 05, 2025•22 min
A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members. But you know what? He lost more than 50% of his business! Today, he has fewer than 600 members. Why? Well, he made two business-sinking mistakes that I also see financial advisors making in their own businesses too. In today’s episode, I share this cautionary tale with you, reveal the tw...
Apr 28, 2025•18 min
The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business. All clients aren’t created equally. But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar? That’s exactly what you’ll figure out after listening to this episode. Listen now. Show hig...
Apr 21, 2025•20 min
There are some prospective clients who, no matter how much they trust or value you, will never work with you. And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you. But there is a solution to this problem: Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not ...
Apr 14, 2025•22 min
In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent. Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters. But… it’s not a beginner-friendly strategy. And I don’t have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose. But I have studied these emails in de...
Apr 07, 2025•24 min
Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life. But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world. I’m changing that today by interviewing one of the world’s best mindset coaches for financial advisors, Nina Cooke. If you’ve been stuck at the same point in life no matte...
Mar 31, 2025•40 min
Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I’ve noticed that there’s a certain type of financial advisor, based on personality typing, that’s particularly vulnerable to being manipulated. Why? Well, it’s almost as if their personality type works against them. And good marketers know the deep and dark psychological secrets that can make this type act—even if it won’t move them towards their goals! If you’ve been a victim of a marketing...
Mar 24, 2025•25 min
I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. And my answer is always the same: It depends. It depends on how profitable you are, how much you charge per client, how much you’re willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business. But that doesn’t explain why this question is a pet peeve… The real problem with this question is that it reveals...
Mar 17, 2025•21 min
A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful. And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have. In today’s show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do. Listen now. Show highlight...
Mar 10, 2025•22 min
Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy. What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth? Well, that’s exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average fin...
Mar 03, 2025•38 min
One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of. The mental block? Needing permission to do, well, any action that could grow your business by a scary amount. These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didn’t finish and reward them with entry into the knighthood of the wealthiest a...
Feb 24, 2025•21 min
Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy. Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news: If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. Best part? Since this idea started as a LinkedIn post, I also ...
Feb 17, 2025•24 min
Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.” Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing. I don’t say this lightly, but this might be the best podcast episode ever for financial advisor marketing. Not only will you realize what’s working (and more importantly, what’s not working), but you’ll leave this episode wi...
Feb 10, 2025•54 min
Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients. But there’s a problem with attraction marketing… If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. That’s why repulsion marketing, the exact opposite of attraction marketing, is often a more powerful marketing strategy. Not only does it tend to be more profitable, but it also ensures that your c...
Feb 03, 2025•19 min
Many financial advisors squirm about the idea of selling ongoing financial advice. For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients. The result? Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets. But here’s the thing: In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too. In today’s show, I’ll give you my step-by-...
Jan 27, 2025•24 min
While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them. Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship. But most financial advisors aren’t good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates. So, in today’s episode, I’m going t...
Jan 20, 2025•24 min
My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche. And today, I’m revealing the secret to why my content marketing campaigns have been so wildly successful. I’m not sharing this to brag, but to show you how simple it can be when you do it right. The problem is, 99% of financial advisors approach content marketing ...
Jan 13, 2025•21 min
While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients. And you know what? It’s easier to spot red flags than you might think especially when you know what to look for. Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that...
Jan 06, 2025•25 min
I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors. More: I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don’t share anywhere else about marketing and business. And you know what? From these tens of thousands of conversations, I’ve discovered that there are 7 key things that make the differe...
Dec 30, 2024•27 min
Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too. Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years. They’re different. They’re timeless. And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can. Listen now to hear the 7 books I think all ...
Dec 23, 2024•24 min
Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway. And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road. But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success. If you’ve been putting any one of these 3 thi...
Dec 16, 2024•20 min
There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible. Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier. So, what’s the 80/20 Principle anyway? Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to...
Dec 09, 2024•42 min
