One of my favorite conferences of the year! Get 20% off Jolt! by using the discount code 'SIMPLE' when registering 👇

Advisors: Ever feel like you’re throwing spaghetti at the wall with your marketing? Trying everything… but unsure what’s ACTUALLY working?

Are you overlooking international stocks? That could be a BIG mistake. For over a decade, the U.S. has outperformed—but history suggests a global shift may be coming. Join us on March 13 as Jack and I discuss: 🌎Why current US valuations are sending warning signals to investors

There's a reason you're seeing more and more financial advisor communities pop up. Clearly, being a part of a community is proving to be an essential component to financial advisor success. And while I can't tell you if The AGC™ is the right community for you, I can tell

Outside of our awesome Practice Manager Cathy, every other member of our awesome team (client-facing as well as back-stage) has come from networking and socials. I'm confident that our next unicorn rockstar team members is out there. Please view and share or apply as you see fit.

Big thanks to Cullen Roche for joining me on the pod to chat tariffs, markets, and kids preventing us from taking naps. Listen here: youstaywealthy.com/podcasts/tarif…

As I said in my recent interview with Taylor, China would just raise their tariffs again by today. The US is underestimating China. They are our economic and military equal. They will not be bullied. We're doing this ALL wrong. x.com/spectatorindex…

Name a bigger lie. I'll wait.

🚨 Last chance! Registration for #JoltConference closes TONIGHT at midnight. ✅ The only marketing conference in finserve ✅ 40+ speakers from top firms ✅ Real strategies for AUM growth, AI, video, niche marketing & more Use my code ROBERTSOCIAL for 30% off:

Just crossed a billion congrats Perth Tolle !!!

Does anyone use the YouTube Music app as their primary source for listening to podcasts? If so, please send me a DM—I have a quick question for you. Thanks!

I've been using Exhibit A (custom chart-building service by Matt Cerminaro and Michael Batnick ) since its launch in March. Since adopting it, I've identified two very specific use cases for it in my practice. If you're interested in learning more about the service + how I'm

I've been thinking a lot about Scottie's comments this week, and I'm not sure anyone has viewed them the way I did, so if you don't mind, I want to share why they resonated with me: Don't let your job define who you are.

My book, The Wealth Ladder, is now available: geni.us/wealthladderha…

If you know, you know: geni.us/wealthladderha…

Shout out to all the advisors listening to my podcast with Taylor Schulte, CFP® “Advisor Marketing Made Simple.” A quick review means a lot to let us know you are listening, what you enjoy most, and what makes the show stand out to you. 🙏

What if everything you’ve learned about money completely changes once you cross the $1 million mark? I had a blast chatting with Nick Maggiulli this week about his new book, The Wealth Ladder. We discussed: → Why retirement savers with $1-10 million often feel financially

Is AI really your thought partner, or are you just offloading your thinking to AI? One is active, the other is passive. One makes you a better thinker, one makes you worse.

Attending Future Proof? Play golf? I have room for THREE more to join us at the (unofficial) 4th Annual Future Proof Golf Outing. ▸ When: Sunday, September 7th (consecutive tee times beginning at 7:45am PST) ▸ Where: Pelican Hill (North Course) ▸ What: Casual round of

Marketing not working? Join Kendra Wright & me LIVE on stage at Future Proof Festival ☀️ We're selecting ONE advisor for a live podcast recording, where we'll solve your biggest marketing challenge in 30 min. Requirements: ✅ At Future Proof (in person) ✅ Ready to