Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. 

I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).  

So, here’s the harsh truth:

You’re playing too small. 

If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if. 

Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business. 

Listen now.

Show highlights include:

• The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10)
• What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)  
• The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35) 
• The single most important piece of advice that I wish I received when I was younger (10:05) 
• How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17) 
• Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47) 
• The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19) 
• Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)  

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition. 

But wait - there’s more!

Not only is AI planting the seeds to your business’s destruction…  but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this. 

That said, there is a sliver of good news in the AI craze: 

Simply not using it will make you stand head and shoulders above the rest of the industry. 

If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now.

Show highlights include:

• The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44) 
• How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55) 
• How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48) 
• 3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52) 
• This MIT study alone will scare you away from ever using AI for marketing again (8:59) 
• Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25) 
• Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33) 
• A real life LinkedIn example of why human marketing will always beat AI marketing (14:15) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period). 

And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients. 

So, my misfortune is your gain…

In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized. 

Listen now. 

Show highlights include:

• How to get more clients by offering them less than your competitors (1:39) 
• 2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44)
• The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50) 
• The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57) 
• Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28) 
• 3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23) 

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked. 

Here’s why: 

After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 signs. 

If you have even one of these 15 signs, you have to change it like your business depends on it. Because it does. 

You might not like what you hear in this episode… but if you heed my advice, you might be able to succeed. 

Only one way to know:

Listen now. 

Show highlights include:

• The single most defeating mindset too many financial advisors have (2:30) 
• How I can tell with near 100% certainty whether or not a financial advisor will succeed based on one word (3:47) 
• Here’s the cold, hard truth you don’t want to hear about why your marketing falls on deaf ears (5:57) 
• The “Reading Test” to use in all of your ads that naturally repels horrible clients (and makes your dream clients drool about working with you) (9:11) 
• Why worrying about the compliance department puts the nail in your financial advice business's coffin (18:00) 
• The fastest way financial advisors end up broke and embarrassed (and why this is far more common than you might think) (20:16) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations. 

Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't.

I had a few shocking discoveries… some that flew in the face of conventional wisdom and so-called “best practices”… and even noticed a couple boneheaded mistakes I was making. 

In this episode, I share 5 of my biggest takeaways after analyzing 2,670 emails I sent. 

If your emails aren’t converting like you want, today’s show is your solution. 

Listen now. 

Show highlights include:

• The “double-edged sword” email that has consistently been some of my highest converting emails (and why I personally don’t like this) (2:56) 
• How to get higher open rates by breaking every rule Google and ChatGPT tell you about subject lines (4:45) 
• The weird reason that increasing your unsubscribe rate is one of the most successful outcomes you can have (6:51) 
• A boneheaded mistake I made for far too long in my emails (10:57) 
• Why cramming value into your emails mutilates your conversion rate (14:18) 
• 4 emotional ingredients your emails need if you want them to be opened, read, and purchased from (16:02) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them

Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means. 

And so, they do the same old things expecting better results, then burn out in the process. 

Here’s the good news:

If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau. 

You might not like everything you hear. But if you implement it? Your life will look very different a year from now. 

Listen now. 

Show highlights include:

• 3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17) 
• Why nothing stifles your business’s growth more than being busy (5:10) 
• Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45) 
• These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18) 
• The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01) 
• The “task batching” productivity hack that frees up an extra week each and every month (13:06) 
• Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51) 
• How to grow your business by growing yourself (22:27) 

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

As much as 99% of your marketing problems can be summed up in one sentence: 

You’re taking the easy route and doing the bare minimum. 

You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance. 

Worst part?

I see more advisors falling into this irrelevance trap every time I log into LinkedIn. 

And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice. 

Listen now. 

Show highlights include:

• The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15) 
• If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58) 
• 4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17) 
• The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31) 
• The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55) 
• Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34)

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

One of the most common questions I get from financial advisors is, “How can I be more productive?” 

The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on). 

But here’s the problem: 

Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it. 

But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode. 

Listening today could add an extra 0 to your bank account down the road… 

Listen now. 

Show highlights include:

• This productivity hack that gurus won’t tell you has nothing to do with time (1:13) 
• A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11) 
• The overlooked “ultradian rhythms” secret to extreme productivity (2:51) 
• Why working more than 2 hours in a single burst makes your productivity suffer (3:11) 
• 3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03) 
• This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51) 
• How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)  
• The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26) 
• How to change your very identity to align better with your goals (14:39) 
• Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25) 

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. 

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully. 

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing. 

And since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.

But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success.

This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again.

Listen now!

Show highlights include:

• The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31)
• How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33)
• Delicious lesson waffles can teach you about financial services. (4:25)
• Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47)
• How to make price resistance vanish into thin air and turn skeptics into clients. (8:22)
• “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19)
• Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?

It’s not luck, connections, or even intelligence. 

It’s something far more fundamental than that. 

In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life. 

Best part?

Once you know about these 2 fundamentals, you can improve at them like any other skill. 

That’s what we’re covering in today’s show. 

Listen now. 

Show highlights include:

• Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55) 
• The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32) 
• 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45) 
• How to double your fees overnight without sacrificing a single client (8:20) 
• The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09) 
• The weird way higher fees can build more trust than resistance (12:55) 
• 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01) 
• Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36) 

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. 

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully. 

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing. 

And since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.