Discover how to tackle marketing challenges by confronting the tendency to take shortcuts. Learn why embracing authentic storytelling and unique value can set you apart in the crowded financial advisory space. Uncover the hidden pitfalls of using AI in your marketing strategy and why they could hinder your growth. Find out how a commitment to hard work and ambitious goal-setting can significantly boost your success. This insightful discussion will reveal the keys to maintaining relevance and increasing your impact in the industry.
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insights INSIGHT
The Commandment of Entry Insight
The "commandment of entry" states if something is easy for others to do, the competition floods in and saturates the market.
High barrier activities create moats, making it harder for competitors to copy or compete.
volunteer_activism ADVICE
Use AI Wisely, Not for Strategy
Don’t rely on AI-generated content as your main marketing strategy because it produces average, mass-market content.
Use AI for efficiency tasks, like checking ad compliance, but always apply your own strategic thinking.
question_answer ANECDOTE
Power of Personal Marketing Stories
Sharing a personal story in marketing creates a unique barrier that no competitor can copy.
This vulnerable, personal content builds a genuine connection and competitive advantage.
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As much as 99% of your marketing problems can be summed up in one sentence:
You’re taking the easy route and doing the bare minimum.
You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance.
Worst part?
I see more advisors falling into this irrelevance trap every time I log into LinkedIn.
And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice.
Listen now.
Show highlights include:
The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15)
If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58)
4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17)
The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31)
The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55)
Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34)
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 