After spending most of my career helping six-figure advisors become seven-figure ones, I've realized there are 7 important habits that separate the two groups.

And no, the habits aren't hustling harder, grinding away more hours at your desk and neglecting your family, or delegating your entire business while you sip piña coladas on the beach.

There's an old saying that what got you won't get you there. It sounds completely ridiculous until it happens to you.

And that's the #1 difference between one-comma and two-comma advisors.

The advisors who consistently rake in seven figures understand this. That's the throughline tying each of these 7 habits together.

Listen now if you're tired of sitting at the mid-six figure mark and want to finally make your first million in revenue as an advisor.

Show highlights include:

• What to do when the very habits that made you successful start working against you and cap you at the six figure level (0:33)

• How to take your business from the mid-six figures mark to seven figures (and beyond) by simply improving your economics (1:58)

• The counterintuitive reason seven-figure advisors use fewer marketing strategies (and sometimes even fewer marketing channels) than six-figure advisors (6:35)

• An obvious marketing truth that only seven-figure advisors truly get (while every advisor making less than two commas overlooks or looks down on) (7:52)

• The "ownership" secret that allows financial advisors to build demand you can actually influence (this is the kind of long-term strategy that other advisors couldn't steal even if they have better marketing) (14:07)

• The biggest difference in how six-figure and seven-figure advisors hire team members that makes or breaks whether you grow or stagnate (16:44)

• How to improve the economics of your business in a weekend and why it may be the thing that eventually adds an extra comma to your annual revenue (19:56)

• Why seven-figure advisors actually work fewer hours than the 99% of six-figure ones (23:22)

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.

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.