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Appointment setting for financial advisors stinks, don't use these services if you can avoid them.

Appointment setting for financial advisors STINKS (don’t do it!)

Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way

June 14, 2021

How hard is it to be a financial advisor? In this blog we'll discuss the five difficulties financial advisors tend to face.

How hard is it to be a financial advisor? The truth EXPOSED!

How hard is it to be a financial advisor? A lot of people pursue this career because once you get established it is a very

May 31, 2021

In this podcast we discuss financial advisor followup emails and present a sample email script a financial advisor can use to follow up with a prospect.

Financial advisor follow up emails that rock!

In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are

May 24, 2021

What financial advisors should say on LinkedIn

This blog is about what financial advisors should say on LinkedIn. Use these five phrases. For those of you who are new to my blog/podcast,

May 17, 2021

How financial advisors can add cryptocurrency to a client’s portfolio

It seems like financial advisors and cryptocurrency are like oil and water. Your clients are probably going to be asking about this, if they haven’t

May 3, 2021

LinkedIn for financial advisors can be summarized in one single word. Read this blog to find out what it is.

LinkedIn for financial advisors in a single word

I would summarize LinkedIn for financial advisors in one single word: energy. If you want to get better at LinkedIn and you’re a financial advisor,

April 26, 2021

Avoid these bad financial advisor prospecting questions and ask good ones instead!

Schlocky financial advisor prospecting questions NOT to say on LinkedIn!

Many of you are asking bad financial advisor prospecting questions that are getting you nowhere on LinkedIn. Or just as bad, some of you financial

April 19, 2021

The SEC Marketing Rule 2021 is a gamechanger; here is what you need to know about how it changes financial advisor compliance.

New SEC Marketing Rule 2021 – 5 parts financial advisors should be aware of

The new SEC Marketing Rule 2021 is a gamechanger that will bring new dimensions to several important parts of financial advisor compliance such as testimonials,

April 12, 2021