In a recent post on LinkedIn, I discussed why innovation doesn’t care about ZIP codes, and the post (which went viral with over 424k views)), along with the comments and contributions of my followers, had me thinking about this topic further.

In the post, I outlined the article by

How Many Pitch Slaps Does It Take?

New marketing tactics for financial advisors that clients actually respond to

How many times have you been pitch slapped? How many times have you pitch slapped someone else?

And more importantly, how many times have you made a purchase after being pitch slapped?

Old Pitches Die Hard

When I started as an advisor back in 2006 I was taught a ton about cold prospecting to…

Advisors are hemorrhaging money, here’s how to stop the bleeding.
The Financial Advisor Money Pit

Advisors are hemorrhaging money, here’s how to stop the bleeding

Advisors really need to follow the money, their own money.

There’s a trap most advisors fall into, the money pit of their advisory practice. I fell into this trap years ago, I got out.

We spend crazy amounts of money on things like:

This is one of the biggest problems…

Financial Advisors’ operating systems are missing crucial updates.
Download Your 21st Century Updates

Financial Advisors’ operating systems are missing crucial updates

We update our phones.

We update the programs on our computers.

We update our cars, our homes, our clothes.

Yet, for some odd reason, financial advisors for the most part have not updated the way they conduct business.

The Backstory

January 1st, 2001.

This is when the 21st century started. We’re officially…

Derek Notman

Proud Father, Happy Husband, World Traveller, Virtual Advisor, Serial Entrepreneur:

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