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.

After speaking with more than 10,000 financial advisors, I've realized that there are 4 metrics that can reliably predict whether or not your business will make you rich.

But here's the problem:

Most advisors have no clue what these 4 metrics are! Even fewer of them are actively tracking, optimizing, and strategizing around increasing these 4 metrics.

And so, the result is far too many advisors work far too much for far too little pay.

But today's show will fix this in your financial advice business. You'll discover the 4 numbers that predict whether you'll become rich, learn how each metric interacts with one another, and you'll hear solutions about how to fix the lagging metrics in your business.

Listen now if you want your financial advice business to make you rich.

Show highlights include:

• 4 numbers that most advisors don't even track that help me predict whether your business is a wealth-generation machine (or if you just manage wealthy people's money) (1:53)

• The #1 most pressing problem strangling your financial advice business's wealth (2:51)

• How to grow your income when you've reached your service capacity limit and can't physically take on a new client (6:43)

• Here's the cold, hard truth about why you feel overworked and underpaid (and the uncomfortable way to fix this problem for good) (9:26)

• 5 easy-to-implement ways to improve your average revenue per household over time (without your current clients leaving you) (10:13)

• How to better diagnose why clients leave (and how this helps you charge more for your services) (15:32)

• The "wasting your leads" trap nearly every advisor I've ever talked to has fallen into (21:25)

• How to make more money as an owner by creating a smaller business that gets a fraction of the external praise (24:08)

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.

Financial advisors set themselves up for mediocrity or outright failure not because they lack the knowledge, skills, or intelligence to earn $1M per year, but for something far simpler (yet arguably harder to come to terms with).

The problem?

You're vastly underestimating the amount of leads required to succeed. This can lead to burnout, dips in your confidence, procrastination, shiny object syndrome, and other types of copium. Not because you lack the skills to earn $1M per year, but because you underestimated what it takes.

Here's the good news:

This is easier to fix than you think. If you have the patience and drive to follow through. And if you take your medicine by listening to today's show.

Listen now.

Show highlights include:

• The cold, hard truth about why you're not currently in the top 1% of financial advisors (and what you must do if you want to make $1M per year) (5:24)

• How to make it harder to slack off and stagnate than to grow as an advisor, an entrepreneur, and person (11:07)

• Why it takes far more leads than you think to reach $1M per year (I'll even give you a behind-the-scenes peek at my business's numbers to demonstrate you're vastly underestimating the number) (15:00)

• The step-by-step process for building a million dollar financial advice business from scratch (20:17)

• Why you need at least 400 leads a year to generate 20 new clients (21:22)

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.