Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.

A big part of growing your business has to do with how well you deal with negative people.

Financial advisor conferences are a symptom and a cause of what is wrong with our profession – conflicts of interest, sexual harassment, showboating, and ubiquitous product sales. I have a paradigm for the future.

Advisors love to whine about marketing. I will solve your three biggest marketing problems in two paragraphs or less.

Marketing is about people, and there are three categories of people that you are likely pushing away on a professional basis due to lack of perceived prospect value.

Here are five takeaways for advisors that will make your website truly great.

Here are five ways to clean up your writing and make it easier for people to read.

Most of your websites are horrendous. If you are making any of these six mistakes, fix them right now.

The world is a cold, hard, mean place and you are going to suffer if you allow bullying comments from a tough prospect to derail you.

I always talk about how powerful social media is. Let me tell a story that proves it.

There’s no clearer way to say it. Leave these garbage phrases out of your marketing.

If you are paying for any of the following garbage, get the scissors and snip it out of your budget.

Done right, stories are a powerful marketing tool. Here’s how to tell a great one.

We all dread the death clutch of the meeting monster.

Those “meet the team” advisor pages on websites are a torture to read. Your team is your biggest asset and should be the source of the greatest enthusiasm in your practice.

Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.

Yep, you read that right. I’m about to teach you how to get new clients for less than $10 a month.

If you can’t be bothered to dedicate significant time or money to marketing, let me teach you a step-by-step way to get new clients in fewer than two hours a month.

Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.

Financial planning can be opaque, vague, and perceived as non-valuable by the consumer. I’m about to give financial planning a transparency makeover.

If you believe that 1% of AUM is transparent, you’re overlooking one obvious thing. Most of your prospects struggle to do basic math in their head. Spell it out in hard dollars!

The CFP Board has strayed from its mission of improving life for the consumer. Instead, it is generating as much confusion as possible for the furthering of its own interests. Make no mistake – transparency is not on its agenda. This is a massive disservice to the public.

One of the common questions I get is how to convert a friend or acquaintance to a business prospect. Use this five-step process.

Here are nine little-known high-earning professions you should be considering as target markets.

I have a vision of a profession where the most straightforward advisors, not the coolest ones with the best spiel, rise to the top. To achieve that ideal, here are 17 ways that acting more honestly than the competition will win more clients.

The advisors who figure out how to work with Generation Z will take your wealthy Baby Boomer clients away. Stop rolling your eyes and listen to why.

I don’t care how many PhDs are going to argue against me; direct indexing is Wall Street’s attempt at squeezing more fees out of the America public using advisors as the pawns.

For years, small accounts have been overcharged and underserved. I’m encouraged, however, by what I see some advisors doing, I wish the rest of the profession were inspired to similarly elevate the value provided for the price charged small clients.

I’ll take an order of flat fees (otherwise known as retainers) with a side of financial planning. Customers are lining up out the door for this.

According to Sports Pro, 112 million people tuned in to watch the Bengals play the Rams in the 2022 Super Bowl. If two formerly mediocre, schlocky franchises can turn that many heads, there’s no way advisors shouldn’t be using more sports in their marketing.

Here are some creative features to add to lazy, unappealing job postings so you can poach talent from your competitors.

There’s so much you can learn from people who are able to create positive outcomes daily from tense situations. Here are four business skills I’ve gleaned from studying the ways of hostage negotiators, and one from the drug dealers who live down the hall.

I’m going to discuss some of the things my highly regarded, elite physician did that I rarely see advisors doing. There are five of them. Let’s start with the story of how I wound up in the cardiologist’s office.

The following seven phrases tell you that someone is lying over email, instant messaging, or text.

A 2020 study concluded that 65% of emails are ignored – and I wouldn’t doubt it’s far from the truth (Ozdoruk, 2020). Try these five techniques if you’re getting crickets after you push “send.”

I haven’t written one of these rips in a while, so I thought as an end of the year celebration I’d bring the “six phrases” series back and the first roast will focus on my personal favorite: brokers.

If your marketing stank this year, follow these simple instructions and make 2022 better.

This is the time when you are preparing an end-of-year/holiday letter for your clients. Unfortunately, fewer than 1% of them are going to derive any meaning from it. Use this template to create a holiday letter with some pizzazz.

Advisors are so worried about what to say to prospects, they run around spending all kinds of time and money and getting stressed about it. Forget all that.

Marketing occurs in the advisory profession in the absence of common sense. Here are five brazen misunderstandings shared by the readers of my articles.

If you’re going to write boring things, at least use more exciting letters. Here are some tips for using the letter “X” if you are xenacious enough to relax and give your marketing some flex.

You will get more results with messy communications. Here’s is how to communicate like a first grader while gathering assets as a consummate professional.

I’m all for showing generosity with prospects – until it crosses the line. Be on your guard for the five things prospects do and avoid getting played like Nintendo.

What do you say after you drop an elevator pitch and you don’t get the response that you want? Let’s talk about it.

This is not a grievance session; no negativity or "canceling" is allowed. The goal is to nurture and provide specific action steps that people can take. It won't just be conceptual; the panel will provide concrete examples of ways that you can improve diversity within your practice by improving accessibility for clients, prospects, staff, and vendors. We will hear directly from a panel of individuals from the diverse populations that are the focus of our talk: Andrew Komarow, Christopher Woods, and Terron Tidwell and moderated by Sara Grillo.

Outshine the competition prior to the first meeting with a prospect using this four-step process.

These commonly abused financial phrases have me rolling my eyes all day long.

To win more respect with prospects and clients, learn how to handle their annoying emails better using my three-question email test.

The financial stress from starting a new advisory firm is no joke, and it sets up outcomes that are potentially disastrous for everyone involved. Here are six ideas for how to start an RIA firm today without living in poverty and having to eat cat food.

Hundreds of prospect meetings, down the drain – and all because I neglected doing this one simple thing. Here is a three-question prospecting survey that you must send out before every meeting with a new lead.