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Experiments in Advisor Marketing

Aug 14, 2019

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

In short, if you are a fan of this show, you are going to love what we are building.

We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth...


Jul 16, 2019

The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms.

Matt has built a wildly successful advisory firm, generating seven figures in annual revenue while taking more than 200 days out of the office in 2018.

Spending half the...


Jun 19, 2019

In today's episode, I’m sharing four things I have been working on recently:

  1. Sonic branding. How we all can up our audio and video marketing to stand out in a noisy content world.
  2. Back to basics marketing. All the details of a snail marketing experiment we will be deploying this summer.
  3. Blog/website page...


May 14, 2019

I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing.

Steven Fox, the owner of Next Gen Financial Planning, is taking us behind the scenes into a hyper-local marketing idea he looped me in on two years ago.

Fast forward to today, and this little experiment is...


Apr 23, 2019

If you're a listener of the show, I’m going to assume you are either: 

  1. Not creating content, want to start, and unsure where to begin
  2. Currently creating content and want to improve and reach more people

If that sounds like you, you're in for a real treat today. 

I have four really special guests who have found...