In this episode of Prospect, Produce, Prosper, Marc S. Rogers sits down with veteran advisor Stuart Spivak to talk strategy, mindset, and marketing. From overcoming plateaus to creating a Ritz Carlton-like experience in your office, Stuart reveals what it really takes to be a top-tier advisor in today’s environment.

Main Points Discussed:

• The real secret: marketing first, then sales—not the other way around.
• Why you can’t measure marketing success from just one event or campaign.
• Stuart’s 4–5x ROI formula on dinner seminars—and how consistency pays off.
• How Stuart differentiates himself through boutique branding, custom office space, and a strong digital presence.
• The “Mount Everest” analogy: how to guide clients safely through the decumulation stage.
• Real examples of standout client events: a Thanksgiving brunch, a women-only floral workshop, and spring training outings.
• The importance of first impressions—from title roles like “Director of First Impressions” to five-star office amenities.
• Why the advisor-client relationship is everything, and how to keep nurturing it post-sale.

Want more proven strategies to grow your advisory business? Subscribe to Prospect, Produce, Prosper on YouTube. And if you’re ready to take your business to the next level, visit https://producersprospect.com to connect with Marc and his team.