So many options for financial advisors to advertise.

29

Oct

Does Financial Advisor Advertising Work?

As the financial advisor industry’s ‘marketing guru,‘ I want to give you two accurate bits of advice regarding advertising. Practical Advertising Advice for the Financial Advisor First, given the choice of a subscription to a service, between one which didn’t cost anything and one which cost $500, $750, or $1,000, I will most often take the free […]

24

Sep

Keeping a Success Mindset in the Time of COVID

In times of crisis, your mindset is a large part of determining your business outcomes. When the COVID-19 pandemic started, it quickly became obvious that there were 2 distinct mindsets behind the business decisions people made. There’s the “COVID mindset”, and there’s the “success mindset”. The COVID mindset is one of fear, confusion, and uncertainty. Those operating[…]

COVID facts for Financial Advisor

22

Sep

4 Myths of the COVID Mindset

Around March 2020 it became clear that the world was entering what has repeatedly been described as an unprecedented situation. The news constantly assured us that catastrophe was around the next corner. As one might expect, the result was pure chaos. Businesses shut down, markets fell, and everyone was at home. The fear, confusion, and uncertainty created[…]