Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach.



Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced by advisors in growing organically.



Carl discusses:




Why many marketing strategies are failing



How to conduct problem-solving interviews with potential clients



Embracing experimentation and creative destruction in business development



Why advisors should “play in traffic” and increase their “luck surface area”



And more!




Resources:




Winning at the Intersection of Annuities and Wealth Management



Founders Podcast: Episode 286 with Warren Buffet and Charlie Munger



Transcript




Connect with Carl Richards:




LinkedIn: Carl Richards



The Society of Advice (Get your first month free!)




Connect with Jack Martin:




LinkedIn: Jack Martin 



InsurMark



Contact Form




About Our Guest:



Carl Richards, a Certified Financial Planner, is renowned for his Sketch Guy column in The New York Times, simplifying complex financial concepts through sketches. Featured on platforms like Marketplace Money and Oprah.com, Carl is also a keynote speaker at global financial planning conferences. Author of “The One-Page Financial Plan” and “The Behavior Gap,” his sketches have been exhibited worldwide, including at the Kimball Art Center in Utah and Parsons School of Design in NYC. Additionally, he founded The Society of Advice, a monthly membership that provides access to highly curated conversations between Carl and prominent guests.

Ver todos los episodios