In today’s conversation, I’m speaking with Ryan Levesque. Ryan is the CEO of The ASK Method® Company, and the #1 national best-selling author of Ask, which was named by Inc. as the #1 Marketing Book of the Year. His work has been featured in the Wall Street Journal, USA Today, Forbes, and Entrepreneur, and over 250,000 entrepreneurs subscribe to his email newsletter offering business advice.

Ryan also worked in financial services selling to ultra high net worth individuals, so he knows a lot about the challenges and circumstances unique to our industry. For those of you looking to improve your prospecting and niche down to build up your practice, this conversation is going to be hugely valuable!

Here are 3 of my big takeaways from this episode…

  • #1: What exactly is The ASK Method® and how can it help your advisory practice sell at scale to thousands of people each and every month, directly from your own website. [23:35]
  • #2: How to use Ryan’s “Deep Dive Survey” to uncover the exact language that will attract and convert the most profitable segment of your market. [34:01]
  • #3: How Ryan’s new book Choose can help Financial Advisors determine if they’re serving the right niche and why you should be re-evaluating your market every few years. This book is also a great resource you can use to help any of your clients who are preparing to transition out of their career and into building a business of their own! [01:05:49]


  • Get a FREE Autographed Copy of Ryan Levesque’s Book, Choose. Visit to for all the details. 


To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit

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