Explore every episode of the podcast Financial Advisor Marketing Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Advisors: Stop Doing This If You Want To Succeed Faster | 24 Feb 2025 | 00:20:51 | |
One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of. The mental block? Needing permission to do, well, any action that could grow your business by a scary amount. These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didn’t finish and reward them with entry into the knighthood of the wealthiest advisors. And so, they sit around, and wait. And wait. And wait. Until one day, many years later, they wake up from this stupor and realize that a “hope and pray” marketing strategy is good for one thing: Bankrupting your business. If that sounds like you, don’t worry. Today’s show will help you remove this mental block before it suffocates your advisory business. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| How Advisors Can Get To $500,000 Per Year And Beyond | 17 Feb 2025 | 00:24:14 | |
Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy. Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news: If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. Best part? Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces) | 10 Feb 2025 | 00:53:33 | |
Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.” Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing. I don’t say this lightly, but this might be the best podcast episode ever for financial advisor marketing.
Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| Why You Should Get Rid Of Certain Prospects ASAP | 03 Feb 2025 | 00:19:20 | |
Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients. But there’s a problem with attraction marketing… If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. That’s why repulsion marketing, the exact opposite of attraction marketing, is often a more powerful marketing strategy. Not only does it tend to be more profitable, but it also ensures that your clients are of the highest quality. That means they happily pay you more, don’t think they’re entitled to your time, and don’t cause endless frustrations. In today’s show, you’ll discover a few simple ways to add repulsion marketing into your campaigns and create a more successful and fulfilling business as a result. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| How To Sell Ongoing Financial Advice | 27 Jan 2025 | 00:23:33 | |
Many financial advisors squirm about the idea of selling ongoing financial advice. For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients. The result? Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets. But here’s the thing: In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too. In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| How To Sell One-Time Financial Plans | 20 Jan 2025 | 00:23:53 | |
While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them. Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship. But most financial advisors aren’t good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates. So, in today’s episode, I’m going to share the biggest obstacles prospective clients will have to buying a one-time financial plan. And how you can overcome each one to improve your sales process and remove the barriers to working with you. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. | |||
| The Secret Behind My Best Content Marketing Campaigns | 13 Jan 2025 | 00:21:03 | |
My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche. And today, I’m revealing the secret to why my content marketing campaigns have been so wildly successful. I’m not sharing this to brag, but to show you how simple it can be when you do it right. The problem is, 99% of financial advisors approach content marketing in the exact opposite way as I teach. That’s why your lead magnets, blogs, ads, and other forms of content marketing fall on deaf ears. But it doesn’t have to be this way once you listen to today’s episode. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. If you’re serious about making 2025 your most profitable and successful year yet, I created a new guide to help you accomplish that. It’s called 5 Marketing Moves Financial Advisors Should Make In 2025 and you can get it for free at https://TheAdvisorCoach.com/moves. | |||
| 10 Red Flags That Someone Will Be A Terrible Client | 06 Jan 2025 | 00:25:29 | |
While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients. And you know what? It’s easier to spot red flags than you might think especially when you know what to look for. Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client. Best part? Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 7 Things Successful Financial Advisors Have In Common | 30 Dec 2024 | 00:27:26 | |
I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors. More: I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don’t share anywhere else about marketing and business. And you know what? From these tens of thousands of conversations, I’ve discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever. Do you have all 7? Listen now to discover the 7 things successful financial advisors have in common. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter—and this is the LAST chance to get grandfathered into the $99/mo price because the price increases to $199/mo on January 1st 2025, no exceptions—I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 7 Books I Think All Financial Advisors Should Read | 23 Dec 2024 | 00:24:10 | |
Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too. Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years. They’re different. They’re timeless. And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can. Listen now to hear the 7 books I think all financial advisors should read. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 3 Hard Things Advisors Should Do To Set Themselves Up For Long-Term Success | 16 Dec 2024 | 00:19:49 | |
Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway. And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road. But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success. If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| How Financial Advisors Can Leverage The 80/20 Principle (With Perry Marshall) | 09 Dec 2024 | 00:41:31 | |
There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible. Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier. So, what’s the 80/20 Principle anyway? Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. There’s not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business. Listen now. Show highlights include:
If you want to forever change your life, your business’s growth, and the legacy you leave, buy Perry’s book here: http://sell8020.com Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| The Weird Way I’m Getting Thousands of Email Subscribers | 02 Dec 2024 | 00:20:22 | |
I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I’m setting my money on fire. But you know what? This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative estimations, these campaigns will generate a sky-high return-on-investment soon. Not immediately, but soon. What’s my secret that makes marketing gurus squirm while backing up the Brinks trunk into my bank account? That’s what I reveal in today’s episode. And I share three marketing nuggets of wisdom every financial advisor needs to hear. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| How To Get Clients With Direct Mail | 25 Nov 2024 | 00:29:20 | |
Direct mail is the most underrated—and most effective—way for financial advisors to get clients. But… only if you know what goes into making a direct mail campaign successful. Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least. In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| The Secret Ingredient Missing From Many Advisors’ Marketing | 18 Nov 2024 | 00:17:36 | |
There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours. The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads. But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork. So, what’s this secret ingredient? And is it missing from your marketing? Listen now to find the answer for both. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 5 Marketing Wake-Up Calls Every Financial Advisor Needs To Hear | 11 Nov 2024 | 00:21:55 | |
Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing. In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear. Why? Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today). In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| How I’d Market An Advisor With $100,000 | 04 Nov 2024 | 00:20:54 | |
During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital. And so, I wanted to give you the exact step-by-step framework I’d use if I had an extra $100,000 to spare for an advisor. Best part? You don’t need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M | |||
| How Popular Marketing Books Can Wreck Advisors’ Businesses (With Examples) | 28 Oct 2024 | 00:18:17 | |
While I love when financial advisors read marketing books to level up their skills… Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect! That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients? How? I explain how this happens in today’s episode. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 5 Things I’ve Done Well With Money (And 5 Things I’ve Done Poorly) | 21 Oct 2024 | 00:23:48 | |
I’m not the richest person in the world, but I have done well with my money. Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them. In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers). Want to discover some “unusual” ways to create (and destroy) wealth? Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| These 3 Beliefs Can Destroy Your Marketing (And Make Your Clients Hate You) | 14 Oct 2024 | 00:24:52 | |
According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior. His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior. And you know what? A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all). Worst part? Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut. In this episode, you’ll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 300th Episode Special: How To Be Successful | 07 Oct 2024 | 00:24:58 | |
You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business. But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it. This is something nearly every billionaire has had to figure out. The good news is that in today’s 300th episode special, I reveal how to be successful—straight from a billionaire’s perspective. Want to actually enter the top 1% instead of it being a far-fetched dream? Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| No-Holds-Barred Advice For New Financial Advisors | 30 Sep 2024 | 00:24:42 | |
If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can. But there has also never been more opportunity throughout all human history. And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly responsible for the success of my business and every financial advisor’s business I’ve helped along the way. Best part? You won’t hear any of this in your favorite guru, from finance school, or in any webinar you attend. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| How To Reduce Your Prospective Clients’ Skepticism | 23 Sep 2024 | 00:17:27 | |
Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature. Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible. But there’s a secret to reduce your prospective clients’ skepticism, earn their trust, and help them defy their own human nature. And in this episode, I reveal this secret so you can profit wildly from it. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| I’ve Booked Thousands Of Appointments With This Technique | 16 Sep 2024 | 00:22:17 | |
How would your business grow if you booked—and converted—as many appointments as you can possibly handle? Well, I have good news: In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part? It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away from using this technique in your own financial advising business. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 10 Signs You’re A Horrible Marketer | 09 Sep 2024 | 00:28:18 | |
Financial advisors aren’t typically the best marketers… But could you be a horrible marketer? Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer. Why? Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 3 Unorthodox Success Tips You’ve Probably Never Heard | 02 Sep 2024 | 00:23:46 | |
There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either. How come? Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable. The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show. In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books! Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have? | 26 Aug 2024 | 00:27:05 | |
There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode. Worst part? Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered. In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| Want More Inbound Leads? Stop Doing These 5 Things… | 19 Aug 2024 | 00:25:58 | |
If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads. Why? Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert. On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not. But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy. In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 10 Specific Ways Financial Advisors Sabotage Their Marketing | 12 Aug 2024 | 00:25:54 | |
Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way. Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement. Are you making any of these 10 specific marketing mistakes I reveal in this episode? There’s only one way to find out: Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| My Favorite Ways For Advisors Attract High-Net-Worth Clients | 05 Aug 2024 | 00:18:14 | |
How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account? Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients? And if your business was healthier, do you think you could be a better parent and spouse? If so, I have good news: In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 5 Of My Least Favorite Marketing Strategies For Financial Advisors | 29 Jul 2024 | 00:22:24 | |
Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show. Worst part? There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t get the results they promised. And you know what? There are easier, more effective, and more profitable marketing strategies for financial advisors. In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| One Of The Most Powerful Marketing Tactics Financial Advisors Can Use To Get More Clients | 22 Jul 2024 | 00:20:11 | |
I’m giving you a gift today: I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma. Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to you instead of causing headaches. Best part? Since only a small pool of marketers know this, you’ll instantly become leagues ahead of every financial advisor you consider a competitor. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| Do You Have Imposter Syndrome Or Do You Just Suck? | 15 Jul 2024 | 00:16:17 | |
I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate… When I did, I found out the hard truth: Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs. This might not be your favorite thing to hear. But it’s true. But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| People Don’t Trust Financial Advisors: Here’s Why… | 08 Jul 2024 | 00:19:04 | |
If you’re struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others. The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract. Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you. In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection-busting” and copyright-free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| Why You’re Not Accomplishing Your Goals (Rant) | 01 Jul 2024 | 00:20:24 | |
I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals. Why? Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if you don’t do something about it soon, it will devour your freedom—both financial and personal. But you know what? Like with any addiction, awareness is the first step. And after listening to today’s show, you won’t be able to use that excuse anymore. Ready to learn the cold, hard truth about why you’re not accomplishing your goals? Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 5 Marketing Mistakes Experienced Financial Advisors Make | 24 Jun 2024 | 00:21:45 | |
Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes. Because here’s the thing… While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you’ve been in the business or how many clients you currently have. Best part? While these mistakes can bubble underneath the surface, they’re also easy to fix. In today’s show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them. Not only does this alleviate your worries, but it can also grow your business. Listen now. Show highlights include:
Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT | |||
| 7 Marketing Mistakes New Financial Advisors Make | 17 Jun 2024 | 00:21:03 | |
When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up. For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard and generate no returns. In fact, after having thousands of discussions with new financial advisors, I’ve found that there are 7 specific mistakes new advisors make that sabotage their marketing results. In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them. If you’re a new advisor, you can’t afford to skip this episode. But even if you’re a seasoned advisor, there’s still a chance you’re making one of these 7 mistakes. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible. | |||
| 5 Elements Of Winning Online Marketing Campaigns For Financial Advisors | 10 Jun 2024 | 00:21:19 | |
After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line. But most financial advisors aren’t even aware of these five elements. In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90-minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible. | |||
| What I Learned From My Best Lead Generator Ever | 03 Jun 2024 | 00:21:02 | |
I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. How did I do it? Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclusive. And I even charge for it instead of giving it away for free. In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible. | |||
| 7 Pieces Of Productivity Advice That Changed My Life | 27 May 2024 | 00:21:22 | |
Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive. But nothing will sink your business faster than being busy all day. Busy is not productive. And productivity is not busy. They are completely opposed to each other in every single way. That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life. You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche. | |||
| The Big Fat Problem With Niche Marketing | 20 May 2024 | 00:18:11 | |
While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… There’s a big, fat problem with niche marketing: It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling. In fact, it’s the exact opposite: Choosing a niche, then earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries. That’s why, in this episode, I’m revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years). Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche. | |||
| Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds | 13 May 2024 | 00:20:15 | |
There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. So, how do you market to this wave of future retirees to win their trust and their business? In today’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||
| The Future of Financial Advice Will Be Ruled By These Three Things | 06 May 2024 | 00:17:19 | |
The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. And there are three key things that will rule the future of financial advice. Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years. So, what are the three things that will rule the future of financial advice? In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||
| The Simple Formula Financial Advisors Can Use To Get More Clients | 29 Apr 2024 | 00:17:55 | |
Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They overcomplicate their marketing strategy! The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode. Want to grow your business the lazy way? Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website. For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big | |||
| 5 Things High-Growth Financial Advisors Do Differently, Backed By Research | 22 Apr 2024 | 00:21:58 | |
There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. But there’s one tiny problem with this… None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence! That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line. That’s the bad news. The good news? In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them. | |||
| 10 Marketing Myths Financial Advisors Believe | 15 Apr 2024 | 00:22:45 | |
Most financial advisors believe that there’s a one-size-fits-all solution to marketing. Not only is this true, but it’s dangerous. Why? Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||
| Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen) | 08 Apr 2024 | 00:46:46 | |
As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. The same is true for learning from other advisors’ successes too. That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group. Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode. Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/ Do you have a teenager or know one? Head to Elliot’s non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/ | |||
| 3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors’ Businesses | 01 Apr 2024 | 00:18:50 | |
Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. Don’t believe me? Well, in today’s show, I’m sharing 3 simple and realistic marketing strategies you can start using today to add $100,000 of revenue to your business within the next 365 days. Want to see how simple marketing can be when you peel back all the unnecessary complexity? Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||
| Proven Referral Scripts That Get More Clients (With Bill Cates) | 25 Mar 2024 | 00:35:38 | |
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals. Why don’t they ask? Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year. That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets. Want to grow your client base in the easiest and most reliable way possible? Listen now. Show highlights include:
Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||
| 5 Tips For Creating Social Media Posts That Get Clients | 18 Mar 2024 | 00:24:12 | |
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when they try to buy my Inner Circle Newsletter. But here’s the silver lining if you’re a financial advisor up to your ears in debt: It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode. Want to turn your social media posts into client-getting machines? Listen now. Show highlights include:
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. | |||