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Financial Advisor Marketing Podcast

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Financial Advisor Marketing Podcast

10 Marketing Myths Financial Advisors Believe

Most financial advisors believe that there’s a one-size-fits-all solution to marketing.  Not...

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Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)

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

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3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors’ Businesses

Most financial advisors, especially American advisors, complicate their marketing strategies to...

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Proven Referral Scripts That Get More Clients (With Bill Cates)

Most financial advisors rob themselves blind every time they meet with their best clients because...

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5 Tips For Creating Social Media Posts That Get Clients

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

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The Most Common Marketing Advice I Give Financial Advisors

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

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Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…

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

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Personality Types of the Most Successful Financial Advisors Part 2

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

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Personality Types of the Most Successful Financial Advisors Part 1

Some people are fish. And other people are birds.  But financial advisors sabotage their...

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7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find...

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How I Would Market A Financial Advisor With Only $1,000

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are...

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5 Little-Known Psychological Principles That Can Supercharge Your Marketing

Studying psychology is one of the most effective ways to supercharge your marketing. Psychology...

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How Financial Advisors Can Get Clients With Content Marketing

Content marketing is one of the most effective ways financial advisors can get high-quality...

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Stop Trying To Please Everyone (Life-Changing Info)

We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk...

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The Surefire Way For Financial Advisors To Wreck Their Marketing Efforts

There’s one “tactic” in particular that financial advisors use in their marketing that wrecks...

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How Financial Advisors Can Improve Their Sales Skills (With Nancy Bleeke Noel)

Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively...

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How Financial Advisors Should Plan For 2024

80% of people fail on their New Year’s Resolutions by the second week of February. At the end of...

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The Crack Addict Secret To Getting Rich

There are only two types of financial advisors: Mentally strong ones, and mentally weak ones....

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How I Got 19,030 Views In My First 28 Days On YouTube

I started a new YouTube channel where nobody knew me. And without even making content on...

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10 Life-Changing Concepts Financial Advisors Should Know (Part 2)

In my life, I’ve stumbled upon 10 concepts that have changed my life for the better. While...

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