Achieving Professional Scarcity and Professional Contrast

In this episode of Financial Advisor’s Marketing Playbook, host Mark Mersman breaks down five core behavioral biases—loss aversion, status quo bias, anchoring, choice overload, and social proof—and shows how each can be translated into clear, compliant marketing messages that resonate with real human decision-making. You’ll learn how to reduce cognitive load, make emotion visible, eliminate friction, and set deliberate anchors in your website copy, emails, seminars, and first meetings. If you want your marketing to reflect how clients actually think and choose advisors, this practical framework will help you shift from a purely logical approach to one that validates emotions first—and earns trust that clients can later justify with facts.

In this episode of The Rare Advisor, Aaron Grady and Allan Oehrlein dive deep into two essential tools for modern advisory practices: the service matrix and the stewardship framework. Discover why moving from a reactive to a proactive service model is critical for consistency, scalability, and client advocacy. Learn how these frameworks help advisors deliver predictable, high-touch experiences, segment clients effectively, and create professional contrast that sets your firm apart. If you want to elevate your client experience and build loyalty that lasts, this conversation is packed with actionable insights.

In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.