Financial Advisor Marketing Podcast

Your Niche Is Too Broad: Here's How To Fix It In 20 Minutes

29 Dec 2025

Contributed by Lukas

Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when ...

A Few Unusual Things That Get More Clients

22 Dec 2025

Contributed by Lukas

Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.  You could be the best a...

1 In 5 Clients Plan To Fire Their Financial Advisors

15 Dec 2025

Contributed by Lukas

The bar to stand out as a financial advisor is incredibly low.  Why? Because most advisors think, for some reason, that their profession is immune fr...

Why Educating Prospects Is Horrible Marketing Strategy

08 Dec 2025

Contributed by Lukas

Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustr...

I Was Wrong About Using Artificial Intelligence For Marketing

01 Dec 2025

Contributed by Lukas

I have a confession:  I was wrong about using AI for marketing. Especially for financial advisors.  I thought that prompting AI better would generat...

15 Things I Cannot Fix

24 Nov 2025

Contributed by Lukas

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out. But there are some proble...

This One Word Causes Financial Advisors To Grow

17 Nov 2025

Contributed by Lukas

Success isn't complicated. But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others...

Artificial Intelligence Will Take These Advisors' Jobs

10 Nov 2025

Contributed by Lukas

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not y...

How To Force Yourself To Make More Money

03 Nov 2025

Contributed by Lukas

It shocks me how many financial advisors struggle with their own finances.  If you struggle with your own money, how do you expect any clients to tru...

How To Identify Your Market's Biggest Objections

27 Oct 2025

Contributed by Lukas

Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these object...

What Most Advisors Get Wrong About LinkedIn Marketing

20 Oct 2025

Contributed by Lukas

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.  The problem? You're v...

3 Of The Best Marketing Resources Ever Created For Advisors

13 Oct 2025

Contributed by Lukas

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

How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)

06 Oct 2025

Contributed by Lukas

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case w...

Marketing Reality Check For Financial Advisors

29 Sep 2025

Contributed by Lukas

Most advisors need a marketing reality check:  They might run ads for a few weeks, get no results, then shut them off before they have a chance to re...

How To Repel The Wrong Prospects

22 Sep 2025

Contributed by Lukas

Here's a harsh truth that most financial advisors don't realize until it's far too late: It's an investment in your business to repel the wrong prospe...

Proven Three-Step Formula For Lead-Generating Content

15 Sep 2025

Contributed by Lukas

What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads? Do you think you'd be able to make mor...

What 99% Of People Will Never Understand About Making Money

08 Sep 2025

Contributed by Lukas

Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it's painfully true. They think degrees, ce...

5 Things I Do To Only Work 10 Hours Per Week

01 Sep 2025

Contributed by Lukas

Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you've en...

Stop Trying To Justify What You Charge

25 Aug 2025

Contributed by Lukas

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake?  I tried to justify an objection I imagined my ideal customers ha...

What To Do Now To Ensure You're Successful In Ten Years

18 Aug 2025

Contributed by Lukas

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come...

Why Using Artificial Intelligence For Your Marketing Is Really Dumb

11 Aug 2025

Contributed by Lukas

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results b...

How Advisors Can Avoid Commoditization

04 Aug 2025

Contributed by Lukas

I had a slimy experience with a popular mattress company after they didn't honor my warranty (even though I was within their 10-year warranty period)....

15 Signs A Financial Advisor Isn't Going To Succeed

28 Jul 2025

Contributed by Lukas

There's a chance you'll either love this episode… or you'll stop listening halfway through because you feel personally attacked.  Here's why:  Aft...

I Analyzed 2,670 Marketing Emails: Here's What Worked Best

21 Jul 2025

Contributed by Lukas

Real world marketing is not about theory. It's about behavior. It's about figuring out what actually works to get attention, drive clicks, and land co...

Going From $250K In Revenue To $500K And Beyond

14 Jul 2025

Contributed by Lukas

Many financial advisors reach the $250k mark in business and stall out. They might've heard the old cliche that what got you here won't get you to whe...

How To Solve 99% Of Your Marketing Problems

07 Jul 2025

Contributed by Lukas

As much as 99% of your marketing problems can be summed up in one sentence:  You're taking the easy route and doing the bare minimum.  You might fee...

The 5 Pillars Of Extreme Productivity

30 Jun 2025

Contributed by Lukas

One of the most common questions I get from financial advisors is, "How can I be more productive?"  The reason is simple: Your productivity directly ...

How To Sell $10,000 Financial Plans

23 Jun 2025

Contributed by Lukas

Most people think prospects and customers buy based on price. But they're missing something important. And if you're missing it too, it's definitely c...

These 2 Things Can Make You Unstoppable

16 Jun 2025

Contributed by Lukas

What's the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to activel...

7 Things That Will Improve Your Business More Than Almost Anything Else

09 Jun 2025

Contributed by Lukas

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.  Since I value you more...

Why I Think The Golden Age Of Advisor Marketing Is Ending…

02 Jun 2025

Contributed by Lukas

Most financial advisors are in for a rude awakening that's coming sooner rather than later.  The golden age of advisor marketing is ending.  Once it...

23 Harsh Truths About Marketing Financial Advisors Should Know

26 May 2025

Contributed by Lukas

Despite what many financial advisors think… Marketing is not about being cute, it's not about being clever, and it's not about being creative.  The...

25 Things I'd Do If I Were A New Financial Advisor

19 May 2025

Contributed by Lukas

New financial advisors make a ton of mistakes when they're starting their financial advice business that can lead to burnout, your business going bell...

How I'm Generating Thousands Of Leads For 93 Cents Each

12 May 2025

Contributed by Lukas

Financial advisors commit several sins of advertising when they try to promote their business. And they don't even realize how much it sabotages their...

Harsh Truths Only The Top 1% Of Financial Advisors Dare To Embrace

05 May 2025

Contributed by Lukas

I've noticed a trend among financial advisors:  Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certa...

He Lost 50% Of His Business In A Year...

28 Apr 2025

Contributed by Lukas

A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he ...

How To Identify Your Best Clients

21 Apr 2025

Contributed by Lukas

The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjo...

Why Some Prospects Refuse To Work With You (And How To Fix It)

14 Apr 2025

Contributed by Lukas

There are some prospective clients who, no matter how much they trust or value you, will never work with you.  And it's not because of you, it's beca...

These Emails Work Extremely Well (Advanced Strategy)

07 Apr 2025

Contributed by Lukas

In June of 2023, I tried an "oddball" email idea and I didn't know whether it'd work or not. Well, that email became one of the most engaging and prof...

Research-Backed Mindset Success Strategies (With Nina Cooke)

31 Mar 2025

Contributed by Lukas

Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in rel...

How Marketing Gurus Manipulate Financial Advisors

24 Mar 2025

Contributed by Lukas

Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I've noticed that there's a certain type of f...

How Much Should Financial Advisors Pay Per Lead?

17 Mar 2025

Contributed by Lukas

I'm constantly asked by financial advisors about how much I think they should pay per lead. It's a pet peeve of mine. And my answer is always the same...

The Indirect Path To Success

10 Mar 2025

Contributed by Lukas

A young financial advisor DM'd me on LinkedIn and asked what advice I'd give to someone in his early 20s to be successful.  And I took quite a differ...

Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung)

03 Mar 2025

Contributed by Lukas

Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you've created a ...

Advisors: Stop Doing This If You Want To Succeed Faster

24 Feb 2025

Contributed by Lukas

One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs m...

How Advisors Can Get To $500,000 Per Year And Beyond

17 Feb 2025

Contributed by Lukas

Making low six figures as an advisor, while it may impress your family, isn't all that impressive. And it doesn't make you real wealth like other advi...

How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces)

10 Feb 2025

Contributed by Lukas

Today's guest, Michael Kitces, recently released an 108-page study called, "How Financial Planners Actually Market Their Services."  Michael and his ...

Why You Should Get Rid Of Certain Prospects ASAP

03 Feb 2025

Contributed by Lukas

Most marketing advice is all about drawing people in. And for good reason: Your business can't exist without clients.  But there's a problem with att...

How To Sell Ongoing Financial Advice

27 Jan 2025

Contributed by Lukas

Many financial advisors squirm about the idea of selling ongoing financial advice.  For some reason, they think it's a scam—and this comes across w...

How To Sell One-Time Financial Plans

20 Jan 2025

Contributed by Lukas

While one-time financial plans aren't as attractive to prospective clients or your financial advice business, there's still a place for them.  Some p...

The Secret Behind My Best Content Marketing Campaigns

13 Jan 2025

Contributed by Lukas

My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don't kno...

10 Red Flags That Someone Will Be A Terrible Client

06 Jan 2025

Contributed by Lukas

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your b...

7 Things Successful Financial Advisors Have In Common

30 Dec 2024

Contributed by Lukas

I've written my print newsletter for financial advisors since 2018. Since then, I've seen social media profiles, analytics, ad accounts, balance sheet...

7 Books I Think All Financial Advisors Should Read

23 Dec 2024

Contributed by Lukas

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice sp...

3 Hard Things Advisors Should Do To Set Themselves Up For Long-Term Success

16 Dec 2024

Contributed by Lukas

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.  And it got me thinking about how many financial advisors do...

How Financial Advisors Can Leverage The 80/20 Principle (With Perry Marshall)

09 Dec 2024

Contributed by Lukas

There's no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business...

The Weird Way I'm Getting Thousands of Email Subscribers

02 Dec 2024

Contributed by Lukas

I committed a couple of "marketing sins" that would have marketing gurus laughing in my face and claiming I'm setting my money on fire. But you know w...

How To Get Clients With Direct Mail

25 Nov 2024

Contributed by Lukas

Direct mail is the most underrated—and most effective—way for financial advisors to get clients.  But… only if you know what goes into making a...

The Secret Ingredient Missing From Many Advisors' Marketing

18 Nov 2024

Contributed by Lukas

There's a secret ingredient that's missing from many advisors' marketing efforts. Perhaps even yours.  The problem is, this secret ingredient isn't s...

5 Marketing Wake-Up Calls Every Financial Advisor Needs To Hear

11 Nov 2024

Contributed by Lukas

Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I ha...

How I'd Market An Advisor With $100,000

04 Nov 2024

Contributed by Lukas

During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me ...

How Popular Marketing Books Can Wreck Advisors' Businesses (With Examples)

28 Oct 2024

Contributed by Lukas

While I love when financial advisors read marketing books to level up their skills…  Most of the advice isn't just downright wrong for the financia...

5 Things I've Done Well With Money (And 5 Things I've Done Poorly)

21 Oct 2024

Contributed by Lukas

I'm not the richest person in the world, but I have done well with my money.  Since you're probably talking to your clients about their finances all ...

These 3 Beliefs Can Destroy Your Marketing (And Make Your Clients Hate You)

14 Oct 2024

Contributed by Lukas

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive beh...

300th Episode Special: How To Be Successful

07 Oct 2024

Contributed by Lukas

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.  But most advisor...

No-Holds-Barred Advice For New Financial Advisors

30 Sep 2024

Contributed by Lukas

If you're a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.  But there has als...

How To Reduce Your Prospective Clients' Skepticism

23 Sep 2024

Contributed by Lukas

Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human na...

I've Booked Thousands Of Appointments With This Technique

16 Sep 2024

Contributed by Lukas

How would your business grow if you booked—and converted—as many appointments as you can possibly handle?  Well, I have good news:  In today's s...

10 Signs You're A Horrible Marketer

09 Sep 2024

Contributed by Lukas

Financial advisors aren't typically the best marketers… But could you be a horrible marketer?  Since I usually dish out marketing advice, I wanted ...

3 Unorthodox Success Tips You've Probably Never Heard

02 Sep 2024

Contributed by Lukas

There probably won't be a bad book on your favorite guru's "Top 10 Business Books" list, but I doubt there will be any business-changing insight you u...

Financial Advisors: How Many Of These "Money Leaks" Does Your Business Have?

26 Aug 2024

Contributed by Lukas

There are 5 major mistakes financial advisors make in their business that create "money leaks." Growing your business filled with these "money leaks" ...

Want More Inbound Leads? Stop Doing These 5 Things…

19 Aug 2024

Contributed by Lukas

If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.  Why?  Well, outbound leads simply...

10 Specific Ways Financial Advisors Sabotage Their Marketing

12 Aug 2024

Contributed by Lukas

Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.  Of course, thi...

My Favorite Ways For Advisors Attract High-Net-Worth Clients

05 Aug 2024

Contributed by Lukas

How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?  Do you think you'd stress...

5 Of My Least Favorite Marketing Strategies For Financial Advisors

29 Jul 2024

Contributed by Lukas

Most financial advisors aren't marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one ...

One Of The Most Powerful Marketing Tactics Financial Advisors Can Use To Get More Clients

22 Jul 2024

Contributed by Lukas

I'm giving you a gift today: I'm sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this…...

Do You Have Imposter Syndrome Or Do You Just Suck?

15 Jul 2024

Contributed by Lukas

I've noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…  When I did, I found out the hard...

People Don't Trust Financial Advisors: Here's Why…

08 Jul 2024

Contributed by Lukas

If you're struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you'd like to admit it or not, the reason...

Why You're Not Accomplishing Your Goals (Rant)

01 Jul 2024

Contributed by Lukas

I've talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goa...

5 Marketing Mistakes Experienced Financial Advisors Make

24 Jun 2024

Contributed by Lukas

Even as an experienced advisor with a successful business, I'm willing to bet you're making at least one of these five marketing mistakes.  Because h...

7 Marketing Mistakes New Financial Advisors Make

17 Jun 2024

Contributed by Lukas

When you're a brand-new financial advisor trying to learn marketing to keep your business afloat when you don't have any clients, there's a lot of mis...

5 Elements Of Winning Online Marketing Campaigns For Financial Advisors

10 Jun 2024

Contributed by Lukas

After helping thousands of financial advisors improve their marketing, I've realized that there are 5 key elements that successful financial advisors ...

What I Learned From My Best Lead Generator Ever

03 Jun 2024

Contributed by Lukas

I made a new lead magnet, which, based on its early performance, is the best lead generator I've ever created.  How did I do it?  Well, I did the ex...

7 Pieces Of Productivity Advice That Changed My Life

27 May 2024

Contributed by Lukas

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.  False urgencies, random meetin...

The Big Fat Problem With Niche Marketing

20 May 2024

Contributed by Lukas

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale…  There'...

Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds

13 May 2024

Contributed by Lukas

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:  A record 4.1 million Americans will tu...

The Future of Financial Advice Will Be Ruled By These Three Things

06 May 2024

Contributed by Lukas

The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds.  And there a...

The Simple Formula Financial Advisors Can Use To Get More Clients

29 Apr 2024

Contributed by Lukas

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They ov...

5 Things High-Growth Financial Advisors Do Differently, Backed By Research

22 Apr 2024

Contributed by Lukas

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.  But there's...

10 Marketing Myths Financial Advisors Believe

15 Apr 2024

Contributed by Lukas

Most financial advisors believe that there's a one-size-fits-all solution to marketing.  Not only is this true, but it's dangerous.  Why?  Well, it...

Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)

08 Apr 2024

Contributed by Lukas

As a financial advisor, no matter how experienced you are, it's always easier to learn from others' mistakes than commit them yourself.  The same is ...

3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors' Businesses

01 Apr 2024

Contributed by Lukas

Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.  But market...

Proven Referral Scripts That Get More Clients (With Bill Cates)

25 Mar 2024

Contributed by Lukas

Most financial advisors rob themselves blind every time they meet with their best clients because they don't simply ask for referrals.  Why don't the...

5 Tips For Creating Social Media Posts That Get Clients

18 Mar 2024

Contributed by Lukas

There are downright shocking statistics about how much debt the average person has… and you'd be mistaken if you think this also doesn't apply to fi...

The Most Common Marketing Advice I Give Financial Advisors

11 Mar 2024

Contributed by Lukas

Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and ag...

Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…

04 Mar 2024

Contributed by Lukas

I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.  At the time, I said that financial advisors who...

Personality Types of the Most Successful Financial Advisors Part 2

26 Feb 2024

Contributed by Lukas

I'm acting like a mad scientist in this episode: I'm attempting to form the perfect financial advisor based on the HEXACO personality typing test.  W...

Personality Types of the Most Successful Financial Advisors Part 1

19 Feb 2024

Contributed by Lukas

Some people are fish. And other people are birds.  But financial advisors sabotage their marketing efforts and even put their business at stake if th...

7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever

12 Feb 2024

Contributed by Lukas

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. ...

How I Would Market A Financial Advisor With Only $1,000

05 Feb 2024

Contributed by Lukas

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don't even have $1,000 in their bank ac...