Financial Advisor Marketing Tips

the $10 million-dollar biz secret…

Last week, I got to spend some really good learning time with marketing and biz guru, Russell Brunson (that’s Russel on the left). He runs a multi-8-figure business. He shared the secret to growing a million-dollar business to $10...
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Financial Advisor Marketing Tips

if you lost your leg…

What’s the price of freedom? For “Captain Mac,” retired Marine Corp Captain, Eric McElvenny, it was losing his leg to an IED in Afghanistan. Today, he is an Iron Man (in more ways than one) completing the grueling swim,...
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Financial Advisor Marketing Tips

were you there?

How do you win with your marketing… and skyrocket your credibility? Last week, almost 100 advisors from across the U.S. and Canada came to our Double Your Affluent Clients® Boot Camp to find the answer. Think about this: when...
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Financial Advisor Marketing Tips

this is killing your credibility…

When was the last time a prospect asked you to send them your brochure? Is your answer, “Never!”? No surprise. This week, at our 14th Double Your Affluent Clients® Boot Camp, I will share with about 100 advisors from...
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Financial Advisor Marketing Tips

my #1 biz strategy (instead of killing myself)

Instead of killing myself, I employed my #1 business exploding strategy. I got the opportunity to spend 8 days with our  son, Joshua, skiing in Austria. I haven’t skied in almost a decade and I wanted to get the...
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Financial Advisor Marketing Tips

taxes suck…

Unnecessary taxes suck the life out of the economy and businesses.  I don’t mind paying my fair share, but c’mon man (see the quote below)! Help your clients pay their fair share… and not one cent more. Redirect those...
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Financial Advisor Marketing Tips

gasoline on your sales

Last week, I shared ninja selling strategies from my training’s and coaches with a roomful of advisors from across the US and Canada. These selling strategies allowed me (an introvert with no clients) to build a high net worth...
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Financial Advisor Marketing Tips

if you don’t ___ prospects won’t buy

Anni and I spent three days with one of my marketing coaches learning and growing. Never stop learning and growing. I’ll be sharing some of what I learned at our upcoming Double Your Affluent Clients Boot Camp in May....
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Financial Advisor Marketing Tips

the real truth about selling more

Well, it’s been four weeks since my calf muscle was torn. The orthopedic surgeon said to “rest it” for six weeks. “C’mon, no way” I said. You know what his answer was. Sometimes, we don’t want to hear the...
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Financial Advisor Marketing Tips

my million dollar advantage

Everyone wants an advantage, right? You want a million dollar advantage. Anni and I headed off, like we have done for many years, to a marketing conference that’s part of a new $25,000 coaching program I joined recently. To...
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