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.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences. 

Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do. 

But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business. 

They’re far more fundamental. And thus, less sexy. 

But here’s what I can promise you: 

If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner. 

They’re that effective, but only if you actually do the work and implement them. 

Listen now. 

Show highlights include:

• 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49) 
• Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12) 
• The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30) 
• Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59)
• Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43) 
• Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38) 

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. 

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 financial advisors are in for a rude awakening that’s coming sooner rather than later. 

The golden age of advisor marketing is ending. 

Once it ends? 

Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive. 

I don’t say this to scare you but to prepare you: 

Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good. 

It’s your choice: 

Listen now. 

Show highlights include:

• 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)  
• The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50) 
• Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24) 
• 4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16) 
• The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07) 
• Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21) 

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. 

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.

Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative. 

The only goal of marketing is far simpler than that: It’s getting clients. 

If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their business. 

That’s what we cover in today’s episode. You’ll discover the 23 marketing mistakes I see advisors repeating over and over again, so you don’t make them again. 

Listen now. 

Show highlights include:

• The cord, hard truth about why objectively inferior financial advisors make more money than you (0:50) 
• How selling financial plans, instead of what I reveal at the timestamp, to your clients can make them jump ship for a competitor (1:40) 
• The insidious trap of content marketing that most advisors don’t figure out until it’s too late (2:05) 
• How to serve your clients in such a way that clients refer new clients to you for things you don’t even sell (4:29) 
• Why financial advisors don’t compete with other advisors (and the true enemy you compete against) (5:44) 
• How having this one phrase on your website or services page will make ideal clients flee in terror (even if it’s littered across the vast majority of advisor websites) (6:51) 
• The trick for getting an unfair competitive edge over advisors with better offers and prices (7:55) 
• Why professional headshots, alphabet soup designations, and a pretty website don’t convey trust like you think (and the real way to build trust) (19:10) 
• The ONLY 2 ways to improve your marketing (everything else, besides what I say at the timestamp, is distracting fluff) (20:32) 

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. 

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.