Why Some Prospects Refuse To Work With You (And How To Fix It)
Apr 14, 2025
Explore why some clients won't work with financial advisors, uncovering their underlying limiting beliefs. Learn how to tackle objections with effective marketing strategies. Discover the deadliest marketing mistake that turns prospects away and techniques to conquer financial shame. Gain insights into overcoming client fears and procrastination to foster trust and prompt action. Plus, find out creative ways to enhance your emails for increased client appointments and engagement!
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insights INSIGHT
Client Belief
Even if prospects trust you, they might not believe in themselves enough to work with you.
Address their limiting beliefs about their own ability to implement your advice.
question_answer ANECDOTE
Time Constraint Objection
James Pollard shares how financial advisors avoid his Inner Circle due to time constraints, despite trusting his expertise.
He addresses this by emphasizing the program's time-saving design in his marketing.
volunteer_activism ADVICE
Target Diverse Incomes
If you work with diverse income levels, communicate it clearly.
Emphasize that everyone, especially those with less, needs sound financial advice.
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There are some prospective clients who, no matter how much they trust or value you, will never work with you.
And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.
But there is a solution to this problem:
Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you’ll transform most of them into clients too.
In today’s show, you’ll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one in your marketing.
Listen now.
Show highlights include:
The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40)
How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16)
The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29)
Adding these few lines to your next email might just flood you with new appointments (10:13)
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