Content

The "Hyping up the prospect" technique Mar 12, 2025

I don't even know what to call this "technique", but it's ridiculously help...

One of the best ways for financial advisors to sell themselves Mar 11, 2025

This is a hot take, but I personally think that financial advisors should l...

Feeling sorry for yourself won't pay your bills Mar 06, 2025

It's fine to feel sorry for yourself.

But just recognize that feeling sorr...

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...