The financial expert across the way, down the hall or across town is making 10 to 100 times more money than you are while working fewer hours and never missing their children's events or a game or two of golf!

Did I mention that all they know about financial planning wouldn't fill a small thimble? Yet, they have the nicest cars and take remarkable trips each year!

And yes, they legally make way more money than you do!

Do you want to know the secret?
Do you want to know what makes them a top producer?
Do you want to know why they sell more insurance, annuities, stocks or mutual funds than you do?

Let me start by telling you what they are not!

They are not smarter, better trained, the product of a better school, loaded with credentials, "connected," lucky, more popular or whatever other excuse you use when you go to bed each night wondering: how do they do it?

When I first started helping financial professionals with their marketing over 12 years ago, an industry leader came up to me and said: "Financial professionals want to get a PhD in swimming before they get in the swimming pool." I laughed and he just smiled.

Now I know why it wasn't a joke!

A huge mistake many financial gurus are making is that they want to waste all their time learning about how a financial product "works" and that will NEVER help them get more clients. It will never help them make more money. It will never help them help more people that need it.

If you have an extreme dislike of marketing, prospecting and/or getting new clients, if you scorn, loathe, despise and become nauseous at the thought of all that, we have the solution. If you love marketing, you may learn a couple of new things, but this site is really designed for people that are struggling with their marketing.

I need to address why you may be struggling with your marketing!

The answer is very simple! - You were set up to fail!

Don't shoot the messenger.

The industry doesn't set people up to succeed. Quite frankly, I think the system is flawed and giving financial services a black eye. But what do I know? I'm just a marketing guy.

Think about it for a moment. If you are an accredited financial professional, you have invested hours, days, months and years learning all you need to know about financial services. You have studied and been tested! You have to be "licensed" to provide solutions for your clients.

They even have the anti-sales department - compliance - to make sure you don't say anything that could generate more business for you so you an help more people have a better financial future. After all, Oprah can have guests on who give "advice" to millions of people but heaven forbid you do it! TV stations can show hour after hour of how to become rich selling real estate from people that never did it, but you can't use a testimonial from a happy client.

Sorry. If you didn't notice, this is a very sensitive subject for me!

Enough about that. When did you learn how to be successful?

Oops. I guess we need to define the word success.

My definition is very simple. Success is helping people and making money doing it!

In all of your financial guru classes, when did they ever talk to you about prospecting or marketing? When did they share with you that AIDA is the cornerstone of good marketing? When did they tell you that most financial professionals are horrible at marketing?

The answer is they didn't!

So who will?

The short answer is no one! You need to do it. I believe with all my heart that, "If you give a person a fish, they eat for a day. If you teach them to fish, they will have food for life."

I want to help financial experts learn how to market and prospect so they see how easy it can be. I want you to see behind the drapes and realize that it's easy once you know how. For those that are doing some of it, I want to help you get to the next level.

For those of you that visited the site in the past, thank you! Welcome to the new site. We have done a complete overhaul. Some of the areas that I thought were important just never worked, so we dropped them. We have added some new areas, so take a few minutes and check it out!

Thank you and, as always, have fun with marketing!