The Only 3 Marketing Resources Financial Advisors Will Ever Need—Period.

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. 

And you know what? Most of the information can actually harm your business. 

That ends today. 

In today’s show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed. 

Listen now.

Show highlights include:

  • How to get 24/7 access to me without forking over my hefty consulting fees (2:00) 
  • Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44) 
  • How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42) 
  • Here’s an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04) 
  • Why the Bible is the best “law of attraction” book on the planet (15:55) 
  • 2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42)

Related: Most Advisors Are Wasting Their CRM—Here’s How To Unlock Its Real Power