It’s hard to know whether your website is really doing its job. Prospects who don’t like what they see don’t call to tell you why — they just move on to another advisor’s site. So we decided to ask them directly. Earlier this year, John Way, Katie Lantukh, and I surveyed 100+ high-income Colorado prospects who were actively researching financial advisors.

You’ve done the work, but you just can’t figure out what’s wrong. Even though you’ve narrowed your focus, maybe even built your entire practice around a specific type of client, they just don’t seem to show up.

You’ve heard it a hundred times: you need a content marketing strategy. And if you’re like a lot of busy financial advisors, you’re more than a little annoyed at the advice out there…

When you start something new, it’s not always easy to picture where you’ll be next year, or the next. I’ll be honest. I didn’t even realize we were about to hit 100 episodes of The Finance Marketing Podcast…