In a sea of "holistic," "fiduciary," and "client-first" advisors all singing from the same credential choir, why do some firms explode with growth while others grind endlessly? Dr. Joshua Wilson, PhD in behavioral finance and founder of NeuBeFi, reveals the shocking truth: Marketing isn't broken—marketability is. 

Drawing from his journey building and selling advisory firms, Dr. Wilson uncovers the brain science behind resonance—the gut-level connection that makes prospects lean in before you ever pitch. 

This episode dives deep into why left-brain tactics (features, proofs, and endless campaigns) fail in a noise-saturated world dominated by AI-generated sameness. Learn how to extract your authentic "DNA" for bottom-up branding that attracts ideal clients effortlessly, why meetings should be confirmations (not interviews), and the pitfalls of personality cults in succession planning and M&A.

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