Do Unto Others Assets What You'd Have Them Do Unto Yours

Jesus was the man.

His teachings reach far beyond “religion” and “church stuff”.

I know mentioning Jesus isn’t “politically correct” and not
trying to get all “spiritual” on you, but…

I’ve actually had pretty interesting conversations with atheists who at least acknowledge that what Jesus taught and represented was good, positive and, in many respects, worth modeling for us human folk.

Maybe they wouldn’t agree with the eating of his flesh and singing hymns and all that.  

But… to be helpful, considerate and respectful to others…  Yeah, those are things I think we can all get onboard with.

You’ve probably heard of “The Golden Rule”.

This was Jesus’ teaching to: “Do unto others what you’d have them do unto you.”  Basically, treat people how you like to be treated.

I don’t know anyone who’d argue with this philosophy....

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Client Retention Tip From a Billion Dollar Asset Manager

A key to ultimate client retention and client satisfaction is to:

“Under-promise and over-deliver.”

I first learned this several years ago while working with my close friend Jason Wenk in his RIA (which in 2015 was voted the fastest growing RIA in the US by Inc. Magazine)

I believe if client retention is important to you… if you’re to excel in business… and if you’re to keep your customers and clients for the long-haul… you too will operate with this philosophy.

Think about it…

If every time you sold a product or service… or promised a certain level of client support…

Wouldn’t you tend to tickle your client’s happy place in their wealth accumulation lovin’ brain every time you get them results beyond expectations?


Wouldn’t this naturally motivate them to become zealous...

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Saga of The Affluent Walking Dead

The wait is over. 

Ready to learn the antidote to keep your affluent prospects from turning into zombies? 


The secret sauce that keeps your prospects  mentally alert and awake is:  STORIES

The brain loves stories.  Mental images.  Visualizations. 

When you use stories and metaphors it lights up your  affluent prospects brain.

Stories stimulate and awaken attention.  They keep them engaged and tuned in.

All those fancy numbers and stats start to put your prospect’s brain to sleep… and sadly many advisors focus on the data and expect it to win the sale.

Because of this… I’ll be sharing more on the power and use of stories in the weeks to come.

Stay tuned.


Josh Ford

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Rise of the Affluent Walking Dead

client meetings Nov 12, 2018

Picture this…

You’re sitting across from a primed affluent prospect hoping you’ve done enough to prep for the meeting.  You’ve got charts and data up the yin-yang.  

As you zealously attempt to “wow” her with metrics…

You notice her eyes begin to glaze over.  

She extends for a BIG stretch and let’s out the “yawn of death”.   She puts her right elbow on the conference table.  Places her hand under her chin.  Then, to your utter shock and amazement, you see her eyelids slowly close shut. 

Congrats my number-lovin friend… You’ve transformed your prospect into “the affluent walking dead”.

And, sorry to break it to ya…  But this ain’t how you win a new client into your fold. 

Are numbers a part of it?

Yes, of course. 

But that’s not how you’re going to win the client....

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Shirtless Marketer Gets Personal

In this video…

I share a little about myself and my plans for helping a small exclusive group of advisors through Marketer’s Club.  

Sorry if I seem “long-winded” or a bit repetitive.  I did this totally off-the-cuff while walking trails with my doberman. 


Josh Ford

Josh Ford launched Advisor Marketing Systems in 2005 with help from financial-industry titan Jason Wenk.   Ford worked with Wenk in his RIA Retirement Wealth Advisors.

He assisted with seminar marketing campaigns, copywriting projects, client follow-up processes, appointment setting, reporting, product development, filming, web development, and media productions.

While working at Retirement Wealth Advisors the company raised over $100 million in AUM from marketing campaigns they worked on together.   These marketing strategies are still being used and have helped accumulate over $2 billion in AUM for advisors.

Josh Ford
Top Marketing...

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Money-hungry shysters complicating your biz

Pitchmen love to complicate things.

The other day I heard this guy talking 
about business and marketing…

I think he was trying to fancy up his overpriced
product or service to make it sound as difficult as possible.   


He was droning on and on about all the typical
stuff that makes entrepreneurs “feel” busy and
productive, but don’t actually impact the areas
of business that matter most.

You know… like marketing and sales. 

I don’t like it when my brain hurts, so I’m a
mucho fan of keeping things stupid simple.

Unless you enjoy the pain of a hurting brain…

You’ll like it simple and straight too.

Business and marketing can be summed up by a formula
so easy a stoned monkey could understand it. 

Ready for the simple secret formula?


Here ya go…


Get traffic. (Appointments, Attendees, etc.)

Convert that traffic....

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Moving Prospects to Take Action

Been getting good replies from advisors…

Like this one from Arthur:


My biggest challenges are:

1) Growing my practice as a sole advisor
and how to grow and in what capacities.

2) Maintaining a steady flow and
management of prospects.

3) Finding a way to set myself apart from
other advisors out there…through
PR, specialization, etc.

4) Maintaining consistency given my
involvement with other entrepreneurial


Others of you had similar challenges and
questions as Arthur.  Most of these can be
summed up by one word:



I sayeth no sir… not surprising at all. 

Really marketing is THE biggest challenge
most  businesses face. 

That’s why I’ve dedicated over a decade to 
studying and specializing in marketing and 

For those of you saying,
“what the heck is Copywriting?”

Copywriting is using the written word 
(otherwise known...

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It's true... I'm back at it

After a long sabbatical… I’m officially back.   

Yes, advisors are still plugged in and building thriving practices using my client attraction and direct-marketing systems.

But my personal involvement has been kept to a minimum. 

I’ve had my hand in a few other ventures.  Some personal.  Some entrepreneurial. 

The good news is: I’m back and ready to dive in and help you build your business. 

Since I have advisors on my list who are in different phases of growing their practice…

I’d like to know where you’re at and what challenges you’d like help solving. 

Here’s what I’d like you to do:

Email Me your current challenges or questions.  ([email protected]

I’ll then do my best to help solve and answer these for you. 

That’s it for now.  Glad to be back.

Josh Ford

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The 4-Hour Workday... REALLY?


This may seem impossible.  

Yet, many high-achievers work only 3-4 hours per day. 

Peak performers like:

  • Stephen King (Do I really need to say?)
  • Eugene Schwartz (Top Copywriter of his era)
  • Gary Keller (Founder of the largest Real Estate company in US: Keller Williams Realty International)
  • and many others including top athletes, musicians and artists…

In fact, Gary Keller in his phenomenal book “The ONE Thing” recommends blocking off 4 hours a day to devote to your most important work.

How can you get away with working only 4 hours a day? 

The key is to make sure you’re intensely focused on your top priority task in these 4 hours.   During this time you’re only working on what matters most and what will have the greatest impact on your business.  

So this means NO Facebook (except for Facebook marketing), NO email (again… except for Email Marketing), NO reading non-essential stuff,...

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Does Seminar Marketing Still Work to Attract Clients?

Is offline seminar marketing dead? This is a question many advisors are asking with greater frequency.

With the increased use of social media, blogging, and webinars to prospect it’s no wonder advisors are asking this.

In short — No. Offline seminar marketing is not dead.

Offline seminar marketing still works well for attracting and getting appointments with qualified prospects. That is — if it’s done right.

Here are 7 reasons why offline seminar marketing is still an effective client-getting strategy:

  1.  Display Your Personality

Offline seminars give you an opportunity to establish a relationship with your prospects. It allows them to “kick the tires” on you. In other words, to decide if they like and trust you.

  1.  Seminar Environment

The seminar environment lowers your prospect’s defensive barriers. This allows you to communicate and teach your solutions to them with less interference or resistance.

  1.  Cuts Through Clutter...
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This is helpful entertaining info you can use to get more clients and patients in your business or practice.