We recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits.

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It's pretty common for financial advisors to only want to serve clients with a lot of money, but what if it didn't have to be that way? If you have a desire to serve clients who are earlier in their financial journey, there is a way.

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It's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like ChatGPT and Perplexity?

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More prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found?

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My voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻

Spoiler alert: I think your pricing model is too complicated. Well, maybe...

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I know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it.

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Are you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process.

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