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How To Predict If A Financial Advisor Will Stay Stuck

Financial Advisor Marketing Podcast

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Financial Advisors - Is Outsourcing Really Good?

If building a successful business was as easy as hiring someone to do everything for you, then people would just do that. Do you think Bill Gates started Microsoft and then on day two tried to find someone to do marketing for him? It's silly to think that you can find some unicorn in the wild that will not only create the systems for you, but scale them as well. The fourth thing is that they're way too tactical and tactics matter. If you and I both work on a direct mail strategy and my tactics, meaning the little things that I'm doing within the direct mail piece itself are better than yours, then I'm going to smoke you.

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