Right now we’re focused on two big things to help our high-producing advisors achieve aggressive growth goals in 2025...

“Most advisors…  They just don’t have courage." We were speaking with one of our advisors. He’s in a major metro area. Multiple offices...

What if you could get double the results and double the ROI from your current advertising budget?

One of our clients just hit an all-time high for appointments generated with our latest webinar, edging out a previous record set in...

The summer slowdown has started. There’s less work to do in your business. So most of your competition just isn’t working. But...

Malcolm Gladwell said it takes 10,000 hours to master a skill. We’re rounding the corner on 40,000 hours...

As a financial advisor, why does someone respond to your ad? Why do they call in? Book an appointment? Why do they choose to become...

Every week we have the opportunity to speak with financial advisors from all over the country about marketing. And for the most...

We’ll talk about your financial advisory business and generating more leads in a minute — but first, a story about fishing...

Who, specifically, is your ideal prospect? This is perhaps the most important question in business.  Miss it, and your sales and...

Could you convert far more prospects into clients if you systematically built an entire campaign to drive every conversion? The answer...

We are eating our own dog food. We’ve just recorded and released a brand new webinar-style training for financial advisors, titled...

This week we wanted to do something we’ve never done before, and share an internal memo written for clients of FMP. It’s regarding...

Our top clients collectively did over $2 billion in production last year. We helped them drive thousands upon thousands of qualified...

Here’s an amazing statistic… We have an advisor who did more than $500 million in production last year. That’s not what’s amazing...

You’ve probably heard the old lesson: your prospects won’t become clients until they trust you.  But does that factor into your...

You’re at your annual FMO event, and it comes time for the awards. The top-producing financial advisors are called up on stage...

We’ve spoken to 20+ new financial advisors over the past few weeks. And there was one common thread with all of these conversations… 

We see it all the time. Financial advisors running a free “Risk Analysis” to generate new clients. In fact, we were on the phone with...

It’s like taking all of your marketing dollars and throwing them in the trash. OK, maybe that’s a little dramatic. But we’re not far...