Content

Ask more. Learn more. Sell more. Earn more. Mar 04, 2025

A curious salesperson beats a charismatic salesperson every time.

So, ask q...

Invest in marketing now? Or invest in marketing later? Here's what most won't tell you. Mar 03, 2025

The way most financial advisors think about marketing makes me cringe.

I h...

Focus on negative, get negative. Focus on positive, get positive. Feb 27, 2025

Too many people let fear control them—and it’s so damn toxic.

How to book more meetings on LinkedIn: A step-by-step process Feb 24, 2025

Anyone who's doing outreach on LinkedIn wants to book more meetings. Duh. B...

You're still using an Excel spreadsheet to manage leads?! STOP THAT. Feb 20, 2025

It blows my mind to see how many financial advisors still track their leads...

Stop talking about yourself—here’s how to actually get clients to WANT to work with you Feb 17, 2025

What I'm about to say is really blunt. But it's the raw truth.

Your prospec...

Trying to build rapport with prospects is overrated Feb 14, 2025

I used to think building rapport with prospects on LinkedIn was necessary.

...

Think LinkedIn prospecting doesn't work? Here's the raw truth. Feb 10, 2025

Prospect: "I have tried LinkedIn outreach and it doesn't work"

Me: "Sorry ...

Why giving up on outreach too soon is a huge mistake Feb 06, 2025

I've seen the same scenario play out hundreds of times with financial advis...

Quality clients, quality life Feb 04, 2025

Please, for the love of God, work with quality people if you can afford to ...

Completing, NOT competing! Jan 30, 2025

This quote from an advisor last night was so good that I needed to share it...

Is your prospective client really not interested? Here's what to do if you're unsure Jan 29, 2025

This 1 aspect of prospecting makes a lot of financial advisors second-guess...