What if 80% of new clients were ready to work with you before they ever met you?

That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How? By answering every customer question, even the uncomfortable ones, before the sales meeting ever happened.

In this episode, Marcus reveals how financial advisors can apply the same approach to build unbreakable trust, shorten sales lead cycles, and create an overflowing pipeline of clients who already feel like they know, like, and trust you.

We dig into the shocking amount of time that consumers spend researching products and services ahead of time, and the answers that advisors dread providing. We also discuss how advisors can leverage video, especially YouTube, to establish themselves as trusted experts in their industry, as well as the risks of being left behind and rendered obsolete by failing to adapt to AI, new technology, and the trust-building power of video.

3 of the biggest insights from Marcus Sheridan…

#1.) The "Big 5" Sales Topics That Clients Search Before They Hire You

Marcus breaks down the five topics every client wants to know about: cost, problems, comparisons, reviews, and "best of" lists. Bottom line: Advisors who address these topics upfront, win.

#2.) How to Build Trust Before They Ever Shake Your Hand

When done right, your marketing becomes the sales process. Marcus proves his point by how clients opened the door saying, “Marcus from the pool video is here!”

#3.) Why Video Content Is Your New Sales Funnel

Google is sending less traffic to websites, thanks to AI. But YouTube traffic is up. Marcus shares how AI and buyer behavior are shifting and why your YouTube channel will soon be more important than your website.

SHOW NOTES

https://bradleyjohnson.com/129

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657215

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