Possibly the best marketing I've ever seen from a financial advisor was a 12-minute video walking through exactly how he built an income plan for a $2 million portfolio. Anonymized just enough to protect the client, specific enough to make you feel like you were sitting in the

Advisors - When you're recording video content: tie or no tie? I ask because we've now filmed and published enough advisor interviews to have a genuine opinion on this and what content we see working best... (tbh, rarely about the tie) The advisors whose content performs best

"Your recommended newsletter is ready." One of our project managers, who's newer to the industry, started getting that notification five or six times a day after we onboarded a handful of new clients on the same platform. (One of the legacy platforms pushed by a big BD) Same

Joe Moss 🚀🔥 nailed my concern about AI cold outreach tools on our podcast. Imagine going through a divorce. It's one of the hardest seasons of your life. Then the postcards, cold emails, and inbound calls start arriving. Five of them. Ten of them. All from financial

When's the last time you successfully created a new COI referral relationship? Did you ask for it directly? Or have you spent years referring a steady stream of clients to someone, with little to none coming back the other way? Most advisors I talk to have a version of the

5 hours total. 78 video assets. 9 team members featured. 1 really good lunch in the middle. 2026 is on pace to be the most Pro Video Libraries we've ever created. These are shockingly easy and enormously valuable for veteran advisors with so many stories and so much relational

Two advisors reached out to the same type of COI on LinkedIn this year. Advisor A connected and sent a message immediately. Talked about a coffee chat to explore "potential synergies." She never responded. Advisor B found the same type of COI. Followed her. Spent six weeks

Not every advisor at your firm should be doing business development. The Pareto principle shows up in every multi-advisor firm I work with. A small handful of advisors are driving the majority of organic growth. My take: Identify the ones with genuine appetite and equip them

Had a first this week. While interviewing a client, his kid walked by and threw up just off-screen. Thanks to the nice mic, we captured the splash on the hardwood perfectly. We're several hundred advisor video interviews deep. This was definitely a first. #workfromhome

What percentage of your revenue traces back to 2-3 relationships? The Pareto Principle is a great restrainer of growth. It's frequently true that 80% of your growth comes from 20% or less of your relationships. Talked to an advisor last week who quite literally could trace 75%

If you're just getting started with personal brand marketing, your first few attempts are going to feel uncomfortable. That's not a sign you're doing it wrong. That's just what starting looks like. Every advisor I've watched go through our interview process for the first time

Eternally grateful for whoever invented the “recently closed tabs” option.

Four ideas you can use in your marketing that have worked for our clients recently: (Remember, great marketing is "Show, Not Tell") 👉🏽 A walkthrough of how one client navigated a $4M liquidity event from a practice sale. How was the lump sum structured in their financial plan?

Every advisor I meet is looking for the marketing silver bullet. It's why so many advisors I meet are hyper-focused on questions about platforms (FINNY, SnappyKraken, etc) or strategies (AI search, video, etc) I get it. We're all just trying to grow. The reality is that

Babylon Bee with the financial education... (Also, let's take note... their post on this probably performed better than any article most advisors could write on the subject. Don't miss out on entertainment value.)

I talked to an advisor last week who had been pitched the following in the last 90 days: A podcast. A YouTube channel. A LinkedIn personal brand strategy. FMG Suite. SnappyKraken. An AI search optimization service. A short form video platform. A newsletter tool. And a

One of our clients posted on LinkedIn last month. 5 likes. 20,000 impressions. The heck? LinkedIn has a metric it doesn't report, but for many of our clients, it's the #1 metric that matters for visibility. It's the "read more" click. The longer your posts stay on someone's

If you are an advisor who wants to do video but feel like your teleprompter attempts look more like a hostage video, shoot me a DM. I think you'll love interview-based, dialogue-driven video marketing.

Questions we asked at our last film day (abrv.) (4 hours, 8 advisors, 4+ months of weekly content) –> What do you see cratering or building valuations for business owners? –> For clients who want to be more supportive and engaged financially with their adult kids, how do you

Extremely grateful to the clients who trust us to be guides and advocates, not just implementers. This is why Evergreen's retention rate is exceptionally high. Since we began, we've only parted ways with two clients. Those who have been with us for multiple years have grown with