Financial Advisor Sales Funnels bite (make yours better)
This podcast/blog is going to be about financial advisor sales funnels and why they freeeeaking bite. And then I’m going to tell you what nobody
August 3, 2020
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Are we still a Capitalist Nation? -with Lance Roberts
In this podcast we contemplate whether or not the United States is still a capitalist country. My guest, Lance Roberts, is the chief investment strategist
July 27, 2020
Having fun drives down the cost of a financial advisor lead! (true story)
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
July 13, 2020
Success story of a financial advisor who gets leads from the internet with Benjamin Brandt
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
July 6, 2020
Financial advisor lead generation services stink!
Financial advisor lead generation services stink. Please read to learn about the four reasons that buying financial advisors leads does not work out most of
June 30, 2020
Financial Advisor Prospect Meeting: How much to give away for free?
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
June 28, 2020
Put that DIY client in their place!
DIY, or Do It Yourself, clients are a spectrum but no matter where they lie on the spectrum it is bad. You will torture you
June 23, 2020
June 21, 2020
Real Talk: If you are this financial advisor then STOP doing any marketing
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
June 17, 2020
DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.
This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye.
June 14, 2020
