5 Things High-Growth Financial Advisors Do Differently, Backed By Research

Apr 22, 2024

Discover the 5 research-backed habits of high-growth financial advisors, including avoiding unnecessary hustle, overcoming the Warrior glitch, and diversifying marketing strategies. Learn the key to hyper growth firms' success, the common lead gen mistake most advisors make, and why having a 'marketing budget mindset' can limit your growth potential. Explore the top 4 marketing channels utilized by successful advisors for continued business growth.

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Introduction

00:00 • 3min

Exploring the King Archetype in Business and Leadership

03:25 • 2min

The Importance of Lead Generation for Financial Advisor Growth

05:04 • 3min

Diversifying Marketing Strategies for Financial Advisors

07:54 • 6min

Maximizing Marketing for Financial Advisors

14:02 • 8min

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:

You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)
The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)
The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)
Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)
How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)
The top 4 marketing channels that high growth financial advisors use (19:14)

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.