Marketing Legend Jay Abraham Laughs Off Google Rankings – and Why Financial Advisors Should Too
What does Google mean to you and your business? Given that Google runs more than 160 billion searches every month (or 60,000 searches per second every day) you potentially have billions of opportunities to be found by prospective clients looking for financial advice and services. And yet, there are just as many chances to be […]
6 Steps To Passively Generating CPA and Advisory Clients With Your LinkedIn Profile
LinkedIn is an absolute gold mine for lead generation in the financial and insurance industries. As an advisor, you need to know that 79% of ultra affluent investors are researching their options online, and they trust content they find on LinkedIn 159% more than what they find elsewhere. But that’s also good news for you […]
How To Get On The News With This Weird Insider Technique Advisors Are Swearing By in 2019
Try not to become a person of success, but try to become a person of value. —Albert Einstein We work in one of the most regulated industries on the planet. Because of all the oversight, it can be very difficult to stand out. As a result, there’s a bit of an identity crisis going […]
19 Quotes That’ll Remind You why You Love Advising Others
1. To help others achieve the impossible! Source: Painted Teacup Some clients that reach out advisors often need to learn basic investing concepts. They have big dreams they want to achieve and nary the resources with which to do it. But we love watching them learn and grow! 2. Advisors help others build a stress […]
How To Build A Personal Brand When You’re A Financial Advisor On A Budget… For About 5 Bucks

Your brand is what other people say about you when you’re not in the room. —Jeff Bezos Let’s do a quick social experiment. Look at the front cover of my book. Do you like it? Whatever your answer (and I hope you said yes), chances are you made up your mind within 1/20th of a […]
Lead Generation For Financial Advisors via Photo Hacking
A picture is worth a thousand words. Over time, Michael Kitces of XY Planning has noticed something wrong with most advisors’ websites. Fixing it is simple but the change can make a world of difference in conversion rates. Put a picture on your website. It sounds incredibly simple, but it’s amazing how many advisors have […]
How To Calculate Customer Lifetime Value (LTV) And Make More Money
The result of long-term relationships is better and better quality, and lower and lower costs. —W. Edwards Deming Having helped to build one of the largest insurance lead generation companies in the country, I’ve heard practically every argument and excuse for why leads don’t work. And they usually come from advisors and agents who don’t […]