Tom Brady had a coach—Todd Bowles of the Bucs. Bryce Dallas Howard, Hugh Jackman, and Leonardo DiCaprio, along with countless other great actors and actresses, all had coaches to get them where they are. Many of them continue being coached long after their monstrous success. This isn’t a coincidence; it’s a testament...
Financial advising is no laughing matter— or is it?
At Bill Good Marketing, we know financial advisors take their work seriously—how could you not?
Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate.
But let’s be honest: this business could use a little more laughter.
Who says wealth management and financial planning always has to be buttoned up?
Sometimes, the best way to handle a rough quarter—is to tell an accounting joke that makes even your CPA chuckle.
Think about it: every retirement plan is built for people. And people? They love to laugh.
Whether it’s a playful jab at money management or a finance joke only a Wall Street insider would get, a good sense of humor has a way of turning even the most stressful day into something bearable.
And let’s face it, nothing connects people quite like a shared laugh (or a groan-worthy pun).
Whether you’re heroically juggling a savings account, desperately decoding the latest ticker, or trying to convince a pessimist that their portfolio isn’t actually signaling the apocalypse, a little humor can go a long way.
So, pour yourself your beverage of choice (coffee, whiskey—no judgment here), and dive into these 45 finance jokes that’ll remind you why you got into this wild, wonderful business.
A gambler at least gets free drinks while losing money.
I woke up every hour and cried.
In a bear market, you might get to keep the house.
I said, “I don’t own a net.”
A bull-iever.
…but my financial advisor thinks that’s a whiskey investment.
Because it just makes cents.
… but when I went into his office and asked him to check my balance, he tried to push me over.
A short seller.
They had too many unresolved trust issues.
None. They leave it to the invisible hand.
A liquid asset.
It’s a cushion for the future.
In a tax shelter.
A Fee-Nominal disaster.
So they took out a varia-bowl interest loan.
Pun-derwriter.
By investment vehicle.
Start with a large fortune.
To hold their vanguard.
General Ledger.
He charges an arm and a leg.
Stock and roll.
They said it might not be the best way to make a lot of dough.
Invest in some moo-tual funds.
“Are you a high-yield bond? Because you’ve got my interest.”
Because his advisor told him to buy and hold.
It was still trying to ketchup on its payments.
Risk.
In a porkfolio.
To use their in-voices.
A failed short-term investment.
In the Bond… James Bond market.
Because his money was always Dublin.
Not enough interest.
Because it’s accrual world.
He found it too taxing.
They make cents of every situation.
For every $50 you earn, you get $10, and they get $40.
Because he owed back taxes.
Because everyone kneads it.
“We’re better together.”
A bear-y cautious individual.
Card-io.
Average…
Permit me this short commercial because, let’s be honest, coming up with 45 jokes took a lot of time and research.
And here’s the punchline you don’t want to miss: if you’re not using the Bill Good Marketing System, you’re leaving your potential—and probably a lot of your evenings—on the table.
At Bill Good Marketing, we specialize in turning “meh” into magnificent. We help financial advisors break free from the grind. In the last year alone, our clients have experienced an average growth of $19.8M in new AUM.
If you’re stuck on a plateau, whether it’s in production, client engagement, or even finding more time to breathe, it’s not your fault. You just need the right system.
Our advisors are doubling their production, working less, and laughing more—and not just because of these jokes (though I’ll happily take the credit.)
We’re here to help you figure out exactly where you are, where you want to go, and how to get you there. Whether you need help with prospecting strategies, client retention, or just finding a way to work smarter—not harder—we’ve got you covered.
Fill out this form and let us know where you’re at in your business and what you need help with. Whether it’s breaking through a growth ceiling, refining your seminar marketing strategy, or getting your evenings back, we’re ready to roll up our sleeves and work with you.
Oh, and one more thing: if you’ve got a killer financial advisor joke you think deserves a spot on this list, don’t hold back! Drop it in the form—we’d love to hear it.
Because who knows? Your joke might just become someone else’s sanity-saver during the next market downturn.
If you're interested in a career in finance, you might know at this point that there are several financial services you can specialize in. One of those paths is to advise clients directly. But, did you know that even on that path there are two main options? You can either focus on your client's investments or you can focus on ...
Financial advising is no laughing matter— or is it? At Bill Good Marketing, we know financial advisors take their work seriously—how could you not? Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate. But let’s be honest: this business ...
