Cover image of Experiments in Advisor Marketing

Experiments in Advisor Marketing

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite poss... Read more

Ranked #1

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A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine

A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine

I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing. Steven Fox, the ... Read more

14 May 2019

49mins

Ranked #2

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10 Marketing Hacks to Generate Inbound Leads Through Your Website

10 Marketing Hacks to Generate Inbound Leads Through Your Website

In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of tho... Read more

26 Sep 2019

1hr 7mins

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Ranked #3

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Sonic Branding, Snail Mail Marketing, SEO, and More!

Sonic Branding, Snail Mail Marketing, SEO, and More!

In today's episode, I’m sharing four things I have been working on recently: Sonic branding. How we all can up our audi... Read more

19 Jun 2019

49mins

Ranked #4

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The Showdown: Blog vs. YouTube vs. Podcast

The Showdown: Blog vs. YouTube vs. Podcast

If you're a listener of the show, I’m going to assume you are either:  Not creating content, want to start, and unsure ... Read more

23 Apr 2019

43mins

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Ranked #5

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Growth by Acquisition + Lessons Learned

Growth by Acquisition + Lessons Learned

As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by ... Read more

20 Mar 2019

38mins

Ranked #6

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Cold Emails, Tacos, and Noah Kagan

Cold Emails, Tacos, and Noah Kagan

Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. ... Read more

14 Aug 2019

1hr 18mins

Ranked #7

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How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis

How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis

The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to ... Read more

16 Jul 2019

49mins

Ranked #8

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Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publis... Read more

28 Apr 2020

1hr 30mins

Ranked #9

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Snappy Kraken & Prospecting in a Volatile Market

Snappy Kraken & Prospecting in a Volatile Market

Today I'm joined by Robert Sofia, founder of Snappy Kraken. We talk: How financial advisors should prospect in a volati... Read more

24 Mar 2020

37mins

Ranked #10

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5 (More) of My Favorite Tech & Marketing Tools

5 (More) of My Favorite Tech & Marketing Tools

Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors. Get this... 26% of users who ... Read more

29 Feb 2020

37mins

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