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Celebrity Financial Advisor | "Teaching Advisors How to Fish"

May 31, 2019

Hey There!  Welcome back to this week's Celebrity Financial Advisor Marketing Minutes.  This week we are diving into why you should be outsourcing the mundane marketing tasks that bottleneck good marketing ideas.  These are the tasks that keep you from being able to finish what you start.

Remember, if you want to...


May 17, 2019

Well, hey there!  Welcome back!  This week we're diving into how financial advisors can use webinars and VSL's for lead generation.  This week I've also included a swipe file for you to create your own VSL and start generating your own leads! 

Don't forget you can join our secret community by going to 


May 10, 2019

Last week we discussed creating a marketing calendar for the year.  I gave you a homework assignment to not only create your calendar but also, create your first blog, video or podcast.  Because this is a four-part series, I highly recommend you listen to last weeks show before diving into this one.

This week we will...


May 3, 2019

In today's episode, I'll be starting a 4 part series on how financial advisors can get their digital marketing off the ground.  So often it's just the starting part that holds us back.  Today we will build an outline for your digital marketing for the year.  

I also created a private Facebook™ group for my listeners...


Apr 10, 2019

As a financial advisor, it can be overwhelming to figure out how to provide valuable content to your prospects in a meaningful way.  Squeeze pages or funnels are a great way to engage with your audience.

In this episode, I go over the "why," the tools, and how to come up with content quickly, when it comes to creating...