In this blog/podcast I interview Josh Scandlen, a financial planner and successful YouTuber who has been able to achieve what most financial advisors only dream
In this podcast you are going to hear the story of financial advisor Benjamin Brandt, a financial advisor success story. For those of you who
How much should you give away in a first meeting? The least that you can and still be seen as credible enough to close the
I see many financial advisors who are good advisors who do not do any marketing and the people who need them do not get to
As a financial advisor moves around in his or her social circles, people are going to ask you what you do for a living. Most
Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are
Here’s a one sentence financial advisor elevator pitch that will stop you in your tracks. Thanks to my guest John Malzone for his brilliance. For
I used to be a keynote speaker. I have recently resigned from my past role in favor of what I believe to be a more
The world revolves around the mobile phone, and you need to know what makes a good financial advisor text message if you want to success
One of the biggest frustrations that financial advisors have is that their websites don’t attract high net worth clients. Much of this has to do
