Has anyone else lost their *#%@ mind yet?

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May 10, 2020

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Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new clients during the coronavirus.

Any questions? Send 'em in!

Direct indexing is poison - don't invest your clients portfolios into it!

Advocacy

Don’t poison your clients’ portfolios with Direct Indexing!

Direct indexing sucks – don’t do it. Here are the reasons it

May 9, 2022

This blog talks about financial advisor target markets and how to get a wild, wacky niche to help grow your business.

Podcast

Wild, wacky niches and target markets for financial advisors (+ examples)!

Almost every time I do something weird with my business to the

April 25, 2022

Here are some things ethical financial advisors do.

Advocacy

Here are some examples of things Ethical Financial Advisors do

I’m tired of these nonsense “top advisor” lists based on AUM or

April 21, 2022

Podcast

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

The other day it hit me that the only systems in America

April 11, 2022

This blog provides sample financial advisor email sequences you can use to find wealthy clients.

Podcast

Two sentence financial advisor email sequences that WON’T make you sound like a teenager

There’s so much useless crap advice on the subject of financial advisor

March 28, 2022

Has anyone else lost their *#%@ mind yet?

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Don’t poison your clients’ portfolios with Direct Indexing!

Wild, wacky niches and target markets for financial advisors (+ examples)!

Here are some examples of things Ethical Financial Advisors do

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Two sentence financial advisor email sequences that WON’T make you sound like a teenager

Are you sick of the BS yet?

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