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How To Attract Ideal Clients With a Podcast

If you start your own podcast… You could end up like Jeremy Keil! Jeremy used his financial podcast to attract $2.7M in AUM in less than 6 months… AND:  ✅  Leveraged several key episodes to quickly close new prospects ✅  Turned new prospects into advocates who...

How to Write Social Media Posts That Get Clicks

You just made new content that answers a question you get from prospects ALL THE TIME.  Now it’s time to post it on social media! While writing your social media post, do you… 😰  Worry that your writing won’t persuade people to click on it? 😰  Wonder if your...

4 Ways to Fix Your FrankenMarketing Plan

Do you have multiple focuses and strategies? Is it costing you more money than you’d hoped? Is it taking up time that you need to be spending on clients? Maybe you’ve had to say no to ideas that should have become your core strategies because your budget is spent and...

4 Ways to Increase Prospect Quality Over Quantity

Not many advisors complain about having too many prospects. But here’s the thing. You have too many prospects if: You don’t know how to tailor your advice to them (because you honestly don’t know what’s important to each person)  You can’t increase your value or...