All Episodes

What To Say When PeaxWhat To Say When People Ask What You Do (That Makes Them Lean In)ople Ask What You Do (That Makes Them Lean In)

Are Financial Advisors REALLY Getting Clients From LinkedIn?

7 Self-Improvement Lies Financial Advisors Should Stop Believing

Proven Way For Financial Advisors To Triple Their Lead Flow

10 Things I've Learned From 10+ Years Of Helping Advisors

How To Get Your First 50 Clients

How To Turn Your Website's "About" Page into a Client Magnet

How I'd Get Five Clients in 90 Days With No Marketing Budget

How To Make Niche Marketing 10X Easier

This Separates Ethical Advisors From Manipulative Ones

Why 90% of Your Marketing Efforts Are Basically Worthless

20 Facebook Ads Tips For Financial Advisors

The End of Cold Prospecting: Three Proven Methods to Warm Up Prospects

Why Your Clients Physically Cannot Give You Referrals

Your Discovery Meeting Is Costing You Clients: Here's How To Fix It

20 Business Metrics Advisors Can Track

5 Lessons Learned From Reaching Financial Independence

Advisors: Ignore These People

"I'm Not Ready For Marketing"

How To Join The Top 0.0001%

7 Marketing Rules Of Thumb All Advisors Should Know

Listen To This If You Feel Uncertain About Your Marketing

This Isn't Fun But It Can Fix All Of Your Marketing Problems

7 Things My Most Successful Emails Do To Get More Clients

Why Your Website Should Repel 95% Of Prospects

Why Top Financial Advisors Grow Faster With Less Marketing

The High-Converting Lead Magnet Nobody Is Using

Why Growing A Financial Advice Business Is So Freaking Difficult

5 Amazing Productivity Secrets For Busy Financial Advisors

The 3 Trust Signals That Beat 30 Years Of Experience

Your Niche Is Too Broad: Here's How To Fix It In 20 Minutes

A Few Unusual Things That Get More Clients

1 In 5 Clients Plan To Fire Their Financial Advisors

Why Educating Prospects Is Horrible Marketing Strategy

I Was Wrong About Using Artificial Intelligence For Marketing

15 Things I Cannot Fix

This One Word Causes Financial Advisors To Grow

Artificial Intelligence Will Take These Advisors' Jobs

How To Force Yourself To Make More Money

How To Identify Your Market's Biggest Objections

What Most Advisors Get Wrong About LinkedIn Marketing

3 Of The Best Marketing Resources Ever Created For Advisors

How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)

Marketing Reality Check For Financial Advisors

How To Repel The Wrong Prospects

Proven Three-Step Formula For Lead-Generating Content

What 99% Of People Will Never Understand About Making Money

5 Things I Do To Only Work 10 Hours Per Week

Stop Trying To Justify What You Charge

What To Do Now To Ensure You're Successful In Ten Years

Why Using Artificial Intelligence For Your Marketing Is Really Dumb

How Advisors Can Avoid Commoditization

15 Signs A Financial Advisor Isn't Going To Succeed

I Analyzed 2,670 Marketing Emails: Here's What Worked Best

Going From $250K In Revenue To $500K And Beyond

How To Solve 99% Of Your Marketing Problems

The 5 Pillars Of Extreme Productivity

How To Sell $10,000 Financial Plans

These 2 Things Can Make You Unstoppable

7 Things That Will Improve Your Business More Than Almost Anything Else

Why I Think The Golden Age Of Advisor Marketing Is Ending…

23 Harsh Truths About Marketing Financial Advisors Should Know

25 Things I'd Do If I Were A New Financial Advisor

How I'm Generating Thousands Of Leads For 93 Cents Each

Harsh Truths Only The Top 1% Of Financial Advisors Dare To Embrace

He Lost 50% Of His Business In A Year...

How To Identify Your Best Clients

Why Some Prospects Refuse To Work With You (And How To Fix It)

These Emails Work Extremely Well (Advanced Strategy)

Research-Backed Mindset Success Strategies (With Nina Cooke)

How Marketing Gurus Manipulate Financial Advisors

How Much Should Financial Advisors Pay Per Lead?

The Indirect Path To Success

Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung)

Advisors: Stop Doing This If You Want To Succeed Faster

How Advisors Can Get To $500,000 Per Year And Beyond

How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces)

Why You Should Get Rid Of Certain Prospects ASAP

How To Sell Ongoing Financial Advice

How To Sell One-Time Financial Plans

The Secret Behind My Best Content Marketing Campaigns

10 Red Flags That Someone Will Be A Terrible Client

7 Things Successful Financial Advisors Have In Common

7 Books I Think All Financial Advisors Should Read

3 Hard Things Advisors Should Do To Set Themselves Up For Long-Term Success

How Financial Advisors Can Leverage The 80/20 Principle (With Perry Marshall)

The Weird Way I'm Getting Thousands of Email Subscribers

How To Get Clients With Direct Mail

The Secret Ingredient Missing From Many Advisors' Marketing

5 Marketing Wake-Up Calls Every Financial Advisor Needs To Hear

How I'd Market An Advisor With $100,000

How Popular Marketing Books Can Wreck Advisors' Businesses (With Examples)

5 Things I've Done Well With Money (And 5 Things I've Done Poorly)

These 3 Beliefs Can Destroy Your Marketing (And Make Your Clients Hate You)

300th Episode Special: How To Be Successful

No-Holds-Barred Advice For New Financial Advisors

How To Reduce Your Prospective Clients' Skepticism

I've Booked Thousands Of Appointments With This Technique

10 Signs You're A Horrible Marketer

3 Unorthodox Success Tips You've Probably Never Heard

Financial Advisors: How Many Of These "Money Leaks" Does Your Business Have?

Want More Inbound Leads? Stop Doing These 5 Things…

10 Specific Ways Financial Advisors Sabotage Their Marketing

My Favorite Ways For Advisors Attract High-Net-Worth Clients

5 Of My Least Favorite Marketing Strategies For Financial Advisors

One Of The Most Powerful Marketing Tactics Financial Advisors Can Use To Get More Clients

Do You Have Imposter Syndrome Or Do You Just Suck?

People Don't Trust Financial Advisors: Here's Why…

Why You're Not Accomplishing Your Goals (Rant)

5 Marketing Mistakes Experienced Financial Advisors Make

7 Marketing Mistakes New Financial Advisors Make

5 Elements Of Winning Online Marketing Campaigns For Financial Advisors

What I Learned From My Best Lead Generator Ever

7 Pieces Of Productivity Advice That Changed My Life

The Big Fat Problem With Niche Marketing

Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds

The Future of Financial Advice Will Be Ruled By These Three Things

The Simple Formula Financial Advisors Can Use To Get More Clients

5 Things High-Growth Financial Advisors Do Differently, Backed By Research

10 Marketing Myths Financial Advisors Believe

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

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

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

5 Tips For Creating Social Media Posts That Get Clients

The Most Common Marketing Advice I Give Financial Advisors

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

Personality Types of the Most Successful Financial Advisors Part 2

Personality Types of the Most Successful Financial Advisors Part 1

7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever

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

5 Little-Known Psychological Principles That Can Supercharge Your Marketing

How Financial Advisors Can Get Clients With Content Marketing

Stop Trying To Please Everyone (Life-Changing Info)

The Surefire Way For Financial Advisors To Wreck Their Marketing Efforts

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

How Financial Advisors Should Plan For 2024

The Crack Addict Secret To Getting Rich

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

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

10 Life-Changing Concepts Financial Advisors Should Know (Part 1)

How To Overcome Price And Fee Objections

How Long Does It Take To Get Results From Marketing?

5 Things Mentally Strong Financial Advisors Don't Do

Top 0.1% Financial Advisor Shares His Marketing Secrets (With Andy Andrews)

4 Of My Favorite Ways To Attract Business Owner Clients

Celebrating Episode 250 (Thank You, Financial Advisors)

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 2)

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 1)

How To Get Ahead Of 99% Of People (Brutally Honest)

How Financial Advisors Can Sell Without Being Sleazy

The Best Niche Marketing Advice I Can Give Financial Advisors

5 Secrets That Can Help You Keep Clients Longer

Why Buying Leads Is One Of The Worst Things Financial Advisors Can Do

How I Hire Freelancers

Lessons From An Advisor's First Six Months In Business

10 Lessons From A Marketing Campaign With A 100% Response Rate

Building A Thriving 700+ Member Community (With Mark Willis)

Creating Incredible Content Marketing Assets (With Jonathan Rivera)

Dumb Marketing Advice That Sounds Good But Fails Financial Advisors

Can Financial Advisors Have Multiple Niches?

How Financial Advisors Can Build Wealth Through Marketing Assets

Productivity Q&A: How Financial Advisors Can Get More Done

My Advice For Weak Financial Advisors

YouTube, Podcasting, Rebranding & More (With Brandon Neely)

3 Common (But Terrible) Niches For Financial Advisors

How To Create A Marketing Plan That Aligns With Your Unique Goals

Unconventional Email Marketing Advice That Can Get You More Clients

Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)

Content Marketing + Prospecting Tips (With Ermos Erotocritou)

Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)

Growing RIA Revenue To More Than $16K Per Month With Twitter (With Thomas Kopelman)

Mastering Client Onboarding Systems (With Brandon Chapman)

Marketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)

Going All In On Your Niche (With Dr. Jay Zigmont)

How This Financial Advisor Is Marketing To Christians (With Leo Marte)

Marketing To Gen-Z: What Works And What Doesn't (With Ben Phillips)

Building A Marketing System In 30 Days: Exactly What I Would Do

How Financial Advisors Can Get Clients With YouTube (With Dave Zoller)

How Financial Advisors Can Set Better Goals (With Mando Sallavanti)

Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)

These Financial Advisors Disappoint Me

Easy Ways Financial Advisors Can Get Healthier (With Stevyn Guinnip)

How To Predict If A Financial Advisor Will Stay Stuck

How Financial Advisors Can Build Email Lists

How Financial Advisors Can Use Psychology To Serve Their Clients (With Dave Yeske)

How To Force The LinkedIn Algorithm To Show Your Content

3 Must-Do Action Items For 2023

5 Things Preventing Financial Advisors From Being Successful

10 Things Clients Want From Financial Advisors

Financial Advisors: Raise Your Prices Part II

Financial Advisors: Raise Your Prices Part I

The Worst Personality Type For Financial Advisors (Controversial)

Why Most People Retire Broke

Ditch Your Ego (This Changed My Life)

200th Episode Special: 50 Things I Wish Financial Advisors Knew About Marketing

7 Ways To Get More Clients From Existing Web Traffic

5 Of My Favorite Ways To Attract Retiree Clients

5 Mistakes Financial Advisors Make With Facebook Ads

5 Mistakes Financial Advisors Make On Social Media

8 Tips For Creating Amazing Blog Posts

How Financial Advisors Can Get To $500K Per Year As Fast As Possible

3 Reasons Why Financial Plans Fail

What I Learned From 60 Website Reviews In 4 Days

5 Things Financial Advisors Should Know Before Hiring Virtual Assistants

How Financial Advisors Can Become More Organized Part II

This One Thing Will Determine Your Success or Failure In Marketing

7 Neuromarketing Tips That Can Make Your Marketing Wickedly Effective

How to Build Credibility In Your Business To Boost Conversions

5 Driving Forces Behind Human Behavior (That Can Get You More Clients)

A Big-Picture Overview of How to Get Clients

5 Productivity Tips From Billionaires

Marketing Strategies Advisors Think Work Well vs. What Actually Works

What Is A Good Financial Advisor Marketing Budget?

5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg)

Why You Aren't Taking Action: How To Accomplish Your Goals

The Best Type of Content To Create For Each Age Group

How Financial Advisors Can Create A One-Page Business Plan

5 Things I Wish Financial Advisors Knew About Content Marketing

5 Cheesy Sales Tactics I Wish Financial Advisors Would Stop Using

My Best Advice For Growing Fast

Your Circumstances Don't Matter, You Can Still Do It...

10 Things I Wish Financial Advisors Knew About LinkedIn

This Is Why Some Financial Advisors Stay Stuck

5 Hard Marketing Truths Financial Advisors Should Accept

The Mindset Paradox

Pros And Cons Of Video Marketing For Financial Advisors

How To Think Better: The Greatest Skill You Will Ever Learn (Part 4)

How To Think Better: The Greatest Skill You Will Ever Learn (Part 3)

How To Think Better: The Greatest Skill You Will Ever Learn (Part 2)

How To Think Better: The Greatest Skill You Will Ever Learn (Part 1)

How Financial Advisors Can 10X Their Online Ads

Want More Clients? Give Up These 5 Things

Lessons From An Advisor Who Just Hit $1M Per Year

7 Analogies Financial Advisors Can Use With Their Clients

How To Handle The "I'm Not Interested" Objection

7 Limiting Beliefs People Have About Money

How To Make Peace With Your Inner Critic

3 Scientifically Proven Copywriting Tips Financial Advisors Can Use To Get More Clients

A Few Unorthodox Ways to Conquer Perfectionism

New Productivity Experiment I'm Trying

How Financial Advisors Can Get Referrals Without Asking

Financial Advisors Should Fear This Competitor

My #1 Secret For Creating Winning Marketing Campaigns

Stop Asking Your Clients About Their Goals (With Carl Richards)

Here's What Millionaire Financial Advisors Do Differently...

5 Types Of Website Traffic (And How To Profit From Each)

5 Email Marketing Mistakes That Can Wreck Your Conversions

5 Elements of High-Converting Landing Pages For Financial Advisors

How (And What) Financial Advisors Should Outsource

20 Things I Wish Financial Advisors Knew About Marketing

5 Psychological Biases That Sabotage Financial Advisors

How To Reduce Marketing Overwhelm

This Man Helps Financial Advisors' Clients Navigate Medicare

Rapid Fire Question And Answer Session

My Two Biggest Secrets To Advertising Success

20 Mistakes Financial Advisors Make With Their Websites

Small-Thinking Financial Advisors Will HATE This Episode

5 Terrible Sales Tips Given To Financial Advisors

My Email Account Got Disabled

Can Financial Advisors Get Clients With ONLY Social Media?

Tax Planning As A Marketing Strategy (With Steven Jarvis)

Is Email Marketing Dead?

Advisors Who Don't Do This Will Get Left Behind...

How To Get Prospective Clients Off The Fence

The Most Neglected (Yet Profitable) Marketing Strategy For Financial Advisors

3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)

What Clients Value, Ranked In Order Of Importance

9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now

Marketing To Millennials (With Thomas Kopelman)

5 Daily Marketing Habits That Can Get You More Clients

5 Traits of Advisors With Incredible Marketing

How To Get 3 New Clients In The Next 30 Days

How Financial Advisors Can Get Clients To HAPPILY Pay More...

5 Mindset Shifts To Accelerate Your Growth

How Financial Advisors Can Deal With Burnout

4 Effective Ways To Generate Leads With Content Marketing

How Financial Advisors Can Conquer Workaholism

5 Website Tips From Barron's Top 100 Independent Financial Advisors

Are RIAs Better Marketers? (With Brad Wales)

Financial Advisor Gets 14 Clients From A Single Email

How Affluent People Search For Financial Advisors

The Most Effective Way To Get More Referrals, Revealed…

The 3 Biggest Ripoffs In Financial Advisor Marketing

Succeeding As A Virtual Financial Advisor (With Derek Notman)

How Financial Advisors Can Improve Their LinkedIn Social Selling Index (SSI) Score

Awesome SEO Advice For Financial Advisors (With Taylor Schulte)

Video Marketing Tips For Financial Advisors (With Jill Addison)

Financial Advisor Laws of Power Part 4

Financial Advisor Laws of Power Part 3

Financial Advisor Laws of Power Part 2

Financial Advisors: These Tactics Are No Longer Working On LinkedIn

Financial Advisor Laws of Power Part 1

Advisors: Stop Introducing Yourself to Prospects

How Financial Advisors Can Eliminate Rejection

Should You Stop Answering Your Clients' Calls?

Is LinkedIn Still Working For Financial Advisors?

100th Episode Celebration (With Live Q&A)

How Financial Advisors Can Become Radically Relevant (With Bill Cates)

Google Is Going To Crush Financial Advisors

Dear Financial Advisors With Screwed-Up Priorities...

RIP LinkedIn For Financial Advisors?

How I Chose My Financial Advisor

Stop Trying To Please Everyone

3 Of My Favorite Marketing Strategies That Are Working Right Now

How Your Bad Productivity Habits Are Killing Your Business

How Financial Advisors Can Tell Better Stories

My Advice For Soon-To-Be-Rich Financial Advisors

3 Systems Financial Advisors Must Have To Grow Their Businesses

3 Weird Things Successful Advisors Do That You Probably Don't

Marketing Vs. Prospecting: What's The Difference?

The Easy Way Financial Advisors Can Generate Leads With LinkedIn

3 Of My Favorite Productivity Tools For Financial Advisors

How Financial Advisors Can Run Profitable Online Ads

95% Of Financial Advisors Will Ignore This Marketing Strategy

3 Must-Know Tips For Designing A Lifestyle Advisor Practice

Why Referrals Are Killing Your Business

My Biggest Limiting Belief (Deeply And Irrevocably Personal)

How Many Prospects Do Advisors Need To Succeed?

James Answers Your Questions (No Holds Barred)

Clients Desperately Want Their Advisors To Do This...

Millionaire Clients And Where To Find Them

The Ultimate Lead Generation Machine For Financial Advisors

Building A Success Mindset With Joe Lukacs

Practical Inbound Marketing Tips To Grow Your Business With Samantha Russell

5 Signs You're Going To Be A Successful Financial Advisor

Helping An Advisor Go From $75K To $300K

4 Ways Emotions Are Killing Your Business

Why Having A Mentor Can Be A Huge Mistake

How Financial Advisors Can Become Go-Givers With Bob Burg

How To Seize Opportunity In A Downturn

This Is A Financial Advisor's Worst Enemy

How Financial Advisors Can Stop Being Mind-Numbingly Boring

4 Reasons Why Buying Leads Is Like Burning Money

How Financial Advisors Can Become More Organized

Using Client Feedback To Grow Your Business

The Only Real Way To Reach Your Goals

3 Awesome Content Marketing Tips For Financial Advisors

How Financial Advisors Can Leverage Virtual Assistants With Danielle Cuomo

3 Stupid Mistakes That Cost Financial Advisors Clients

The Most Lucrative Overlooked Niche For Financial Advisors

How Financial Advisors Can Conquer Stress With Dr. Jack Singer

How Financial Advisors Can Make 2020 Their Best Year Ever

How Financial Advisors Can Create Raving Fans

My Uncensored Opinion About Facebook Marketing For Financial Advisors

How To Get Prospects To Make A Decision

4 Ways To Become A Mentally Strong Financial Advisor

3 Things All Financial Advisors Should Teach Their Children

What Struggling Advisors Need To Know Right Now

5 Bad Habits Financial Advisors Should Break Right Away

The 3 Best Habits of Rich Financial Advisors

4 Things Schools Failed to Teach Financial Advisors

3 Things That Turn Off Potential Clients

3 LinkedIn Marketing Rules For Financial Advisors

My #1 Secret For Getting More Clients

3 Skills The Best Financial Advisors Master

How To Get To $1M/Year As A Financial Advisor

5 Things To Avoid If You Want To Succeed as a Financial Advisor

7 Things Great Advisors Do That Others Don't

Is This The Best Productivity "Hack" Ever For Financial Advisors?

How Financial Advisors Can Convert Skeptical Prospects

Why Most Marketing Tactics Fail Financial Advisors

How Financial Advisors Can Get Clients With Email

How to Predict A Financial Advisor's Bank Balance

5 Ways Financial Advisors Can Improve Their Websites

How Financial Advisors Can Program Themselves for Success

3 Mistakes Financial Advisors Make When Setting Appointments

How Financial Advisors Can Take More Time Off and Gain Time Freedom

3 Things I Wish Every New Financial Advisor Knew

5 Types of Clients Financial Advisors Should Avoid Like The Plague

When Financial Advisors Should (And Shouldn't) Give Value

Things Casinos Can Teach Financial Advisors About Marketing

What I Would Do If I HAD To Get Clients

Financial Advisor Business Lessons From Tony Soprano

The Dark Side of Success

Financial Advisor Productivity Tips From Bill Gates

4 Phrases Financial Advisors Should Never Use

Financial Advisors, Please Stop Asking for Referrals This Way

This seductive mistake can bankrupt financial advisors

5 marketing mistakes I've personally made

Why being busy is the new stupid

Millionaire financial advisor success factors, revealed

Are financial advisors working while drunk?

The four-letter word I despise

How to make prospecting suck less

Why your experience and certifications don't matter

How to tell if a financial advisor is poor

Why most financial advisors fail

How financial advisors can scale their business

Why most financial advisors are hypocrites

Worst ways for financial advisors to ask for referrals

Mistakes financial advisors make on LinkedIn

Marketing lies financial advisors still believe

Rules for successful financial advisors

Financial Advisor Marketing Intro