Discover how being memorable can boost your client base! Learn quirky marketing techniques, like using personal hobbies to create rapport. Find out why sharing your worst financial blunders can actually enhance trust. Get tips on how to break the mold and stand out with unique details. Uncover the power of naming a common enemy to build client loyalty and reduce fear. Plus, explore compelling phrases that can encourage immediate action from potential clients. Get ready to transform your approach!
17:16
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
question_answer ANECDOTE
Specific Personal Details Win Attention
James mentions a direct mail line about loving Texas Roadhouse honey cinnamon butter rolls to show specificity works.
That random detail made the mailer feel human and increased responses by creating a memorable pattern interrupt.
volunteer_activism ADVICE
Use Vivid Specifics As Memory Handles
Sprinkle vivid, concrete specifics like hobbies, restaurants, or kids' stories into marketing to create memory handles.
Use those details as pattern interrupts so prospects mentally raise their hand and remember you.
insights INSIGHT
Pattern Interrupts Wake The Brain
Random, out-of-context details act as pattern interrupts and wake the brain from autopilot.
That break in expectation makes otherwise ignored marketing suddenly noticeable.
Get the Snipd Podcast app to discover more snips from this episode
Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.
You could be the best advisor in the world with the best track record of wealth creation - but it won't matter if you're so bland nobody remembers your name.
If you actually want to get more clients, then you need to be willing to be a little unusual.
And that's what you'll discover when you listen to this episode. I'm sharing some of my most unusual (and effective) marketing tricks that will land you more appointments and more clients.
Listen now.
Show highlights include:
The "honey cinnamon butter" secret that, when used correctly, will get you more clients (1:10)
How inserting your hobbies, favorite restaurants, and kids into your marketing can "pre-sell" a prospective client and make them only interested in working with you (3:23)
The strange, but true reason sharing your worst financial mistakes can make someone want to hire you as their financial advisor (4:28)
Try adding this to the PS of your next email to stand out from the sea of generic, boring, and forgettable advisors (4:50)
How to tap into and alleviate the deep-rooted fear most prospective clients have and instantly melt their hesitation (10:02)
10 words that can make the most skeptical prospective buyer whip out their credit card and pay you on the spot (14:24)
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.
Financial Advisor Marketing Podcast