Do you know how much it cost to generate your last new client - from being a random stranger to a paying client?

Most financial advisors cannot answer this. But even the advisors who know this number are likely making a mistake that can potentially bleed your business dry!

The mistake?

Trusting your brain!

The human brain is notorious at miscalculating certain things - and marketing spend is one of the most difficult things for it to accurately calculate.

In today's show, you'll discover how much advisors are actually paying to get new clients (according to a 2026 Kitsis marketing survey of nearly 1,000 advisors), you'll understand why your brain miscalculates your marketing budget to such a striking degree, and you'll figure out how to avoid this deadly calculation mistake while other advisors's businesses buckle under it.

Listen now.

Show highlights include:

• Do you know how much a new client costs? (Most advisors have no idea… and the ones who think they know are usually dead wrong. Here's why) (0:36)

• What Amazon, Geico, and the long-running mom and pop shop down the street from you all know that 90% of financial advice businesses never learn (1:45)

• The exact dollar amount, based on a study of nearly 1,000 financial advisors, it requires to acquire one new client (2:39)

• How you can remain profitable without moving upmarket like nearly every other financial advisor is (7:16)

• The strange way to lower your marketing costs by spending more "hard dollars" on marketing (8:45)

• How your brain skyrockets the cost of your marketing by committing this human glitch that was proven in 2009 (9:05)

• The 2 different types of marketing that explains why you've plateaued at a certain revenue number and can't break past it (14:29)

• The "3 Prices" marketing trick that prevents you from self-sabotaging a winning marketing campaign or wasting your time for a campaign that returns no new clients to your business (16:30)

• 3 levers you can pull before launching your next marketing campaign to increase your ROI, cut your acquisition cost in half, and stop wasting your time (22:12)

• Why your cheapest clients end up being the most expensive ones by far (24:24)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.