Financial Advisor Marketing Podcast 15 Things I Cannot Fix
Nov 24, 2025
A seasoned fixer explores 15 challenges that financial advisors must tackle on their own. He highlights the dangers of a victim mentality and the pitfalls of small thinking. Fear-driven decisions often keep advisors from seizing opportunities. He addresses how perpetual excuse-making and avoidance of feedback hinder growth. Moreover, analysis paralysis can trap them in inaction. Ultimately, he emphasizes the necessity of hard work and measuring progress for real success.
AI Snips
Chapters
Books
Transcript
Episode notes
Listener Who Returned After 'Rubbing Them Wrong'
- James shares a listener who stopped then returned because the host 'rubbed them wrong' but they changed, not him.
- He uses the story to justify 'repulsion marketing' that repels mismatched listeners.
Join Help Only When You're Ready
- If you're not ready to do real work, seek help later when you can commit; timing matters more than having a quick fix.
- Join communities like the Inner Circle when you are prepared to implement consistently.
Stop Playing The Victim
- Avoid a victim mentality by reframing events as happening for you, not to you, and take purposeful action.
- If you stay in victim mode, outside help (including James) won't be effective.
