This Month's Webinar: The Truth About Marketing for Financial Advisors!  Register Here

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Productivity

DON’T MISS OUT ON OUR WEEKLY MARKETING TIPS

We send out free marketing tips every week designed to help financial advisors grow their business. Sign up here! …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

The Top 7 Technologies For Advisors Right Now

How much would you spend on a technology that would save you ten minutes a day? That’s almost an hour per week, and about one full week per year. What about a technology that could add one new client per month? How about one that could keep you from losing one client every year? Investing in …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Productivity Tip: 8 Tricks to Effectively Search Your Emails

I just got off the phone with a new client who will be coming onboard for our Monthly Marketing Package this month. At the end of our phone call, he confessed that the real reason he was signing on was so we could deal with his compliance department on his behalf. He mentioned that he had recently …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

3 Productivity Tips to Help You Golf More and Sleep Better at Night

If there’s one topic that I've always been fascinated with, it’s productivity. On my reading table, you’ll find classics like Getting Things Done, The Four Hour Workweek, and The Power of Full Engagement. But if I’ve noticed one thing about the financial advisors I’ve worked with over the years, …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Do Advisors With CRMs Close More Sales?

Every morning, bright and early, I lace up my running shoes to make the two mile jog to feed my two beautiful and hungry horses. During this time, I often think about my advisor clients and how they’re growing their businesses. Some unlikely advisors’ businesses are booming and some of my most …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

The Top Five Technologies For Financial Advisors

There are so many awesome technologies available to financial advisors today that it can be hard to sort through all of your options. However, when it comes to technologies for your practice, less is more. Using too many systems can be expensive and create frustrating redundancies. Here’s my list of …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

The Easy Way to Share Your Screen (For Free!)

Do you find yourself wishing you could share your computer screen or see your client’s computer screen during phone calls? When clients have trouble accessing their accounts online or have a question about their investments, it’s helpful to use screen sharing technology to get on the same (web) …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How Much Travel is Too Much?

I’ve been traveling a ton this year, attending eight conferences in the past three months. I think almost daily about the toll it takes. It’s not the first time in my career that I’ve been on the road. In my twenties, I worked as a sales rep in the not-so-glamorous Paducah, Kentucky to Detroit, …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now