Financial Advisor Marketing Podcast How Financial Advisors Can Get Clients With Email
You can’t get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.
What if you could minimize your work and set appointments on autopilot?
In this episode, you’ll find out how to set appointments with potential clients on autopilot. Instead of spending hours chasing prospects, you’ll see new opportunities pop up in your calendar with minimal work.
Listen now to get your appointments on autopilot instead of wasting hours every day you could’ve spent with your family, friends or hobbies.
Show highlights include:
- The single most important step for getting appointments on autopilot (do this once and it will generate clients for years to come). (6:15)
- This marketing method is pronounced “dead” regularly—but savvy financial advisors still rake it in using this channel, outperforming those who neglect it for “cooler” solutions. (7:45)
- You’ll never get a single appointment without working for it if you don’ copy-and-paste this into your marketing. (12:15)
- The 3 steps to getting appointments without spending tons of time setting them. (15:30)
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Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html
https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html