Financial Advisor Marketing Podcast

Most people, including most financial advisors, are weak. They claim they're wealthy but have maxed out credit cards. They're afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. That's the bad news. The good news? Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong. The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help. In this episode, you'll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America. Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46) The "Vital Few" mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25) Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24) Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54) How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. Today's guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who's able to sell his business for a profit rather than closing it down for nothing. Besides selling his coffee shop and opening up a financial advising agency with his wife, he's also guided a successful rebrand for his advising business (without sacrificing his business). In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it. Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35) How the "Infinite Banking" concept gives you more access to cash (even if most financial advisors write it off) (3:50) Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34) The "Rhythms" secret for growing your business (without sacrificing time with your family) (11:28) The one overlooked "skill" many financial advisors lack that means more to your clients than a wall full of certifications (12:44) The simple "STILL Method" for mastering marketing, finances, and even physical fitness (17:01) How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29) 3 key steps to consider when rebranding your business so you don't make time-devouring mistakes (41:30) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

70% of financial advisors who clear over 7-figures per year have something in common: They have a niche, which gives them "expert" status in their market's minds and makes scaling to 7-figures (and beyond) a cakewalk. So, why don't more financial advisors niche down? Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a "niche" that only includes 10 people. But don't worry. Niching is easier than you think, especially after you listen to this episode. In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year. Listen now. Show highlights include: How to "flip" a prospective client's objection that money isn't important to earn a client for life (2:55) Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13) How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn't work) (5:14) Want to triple or quadruple your annual income this year? Here's the simple, yet effective way to do this (5:39) The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27) Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43) The "Layering" technique for picking a niche where almost no competition exists (and where you can play the marketing game on "easy mode") (10:52) The "Obvious" approach to picking a niche that's profitable, fun, and unlocks a surge of eager clients (15:02) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they'll take another prospect call instead of spending the afternoon with their son. But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it's probably because they aren't making enough money–or because they haven't created a marketing plan that aligns with their unique personality, business and lifestyle goals. In this episode, you'll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too. Listen now. Show highlights include: The insidious "Altar of Convenience" trap financial advisors fall into which makes their family split at the seams (0:43) How to build a business that doesn't rely on sacrificing time with your children (without worrying about going bankrupt) (1:18) The "Nike Approach" to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38) The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39) Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11) How to spellbind your ideal clients and "ethically force" them to become your client by simply thinking strategically (14:47) Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28) The 3 questions you must answer so your business doesn't morph into a time-devouring, family-ruining monster (17:26) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don't send more than a couple emails per week. But this is the worst way to set up your email strategy. Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services. But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you'll land more high-quality appointments and clients. In this episode, you'll discover a few of the most effective (and unconventional) ways to make more money from every email you send. Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don't (even if AI can't replace your job) (2:32) The "Philosophical Divide" email secret that boosts both unsubscribes and paid clients (3:20) How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49) The "Celebrate Unsubscribes" mindset tweak that makes every email you send more profitable (11:00) How to land more high-quality appointments on your calendar by creating a "Nightmare Client Avatar" (14:08) Why making your clients pay more for your services actually "forces': them to get better results (15:49) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Starting your career as a financial advisor isn't easy. Well, it's even harder when you're a woman, like today's guest Anna Kareis. But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she's also a skilled marketer with valuable (and actionable) lessons. In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective. Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don't (5:53) How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55) The "end of relationship" trick for landing more female clients (9:55) How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52) Why hope is the most powerful tool you wield as a financial advisor (22:31) Why relying on lead generation services is a surefire way to go belly up (24:05) How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out. Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow. But here's the problem… Creating contagious content that drives appointments and sales is hard. That's why I invited Ermos Erotocritou, one of the world's best financial advisors at creating content for today's episode. In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business. Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45) Why creating even the best content falls on deaf ears when you don't ask yourself these 2 questions before creating it (6:28) The "facts tell, stories sell" trick that turns your content into an unpaid sales intern for your financial advising business (7:20) The "trust before transaction" secret for booking more calls and landing more clients (without talking about finances at all) (13:30) Why it's almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09) The "House Edge Voicemail Method" inspired by casinos that boosts your results from cold calling (18:32) Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37) How switching from an "ROI mindset" to a "COI mindset" unlocks a surge of new, hungry, and qualified clients (24:52) If you want a free copy of Ermos's book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients. Then there are other financial advisors who haven't generated even one call from LinkedIn even though they post all the time. The difference? The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn't. Here's the good news: Understanding, and then applying, the patterns isn't as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There's perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony. And in this episode, he's sharing all his juiciest secrets, so you can dominate LinkedIn too. Listen now. Show highlights include: The Life Events "feature" of LinkedIn that makes it the best social media channel for financial advisors (9:21) How to become "famous" to your niche on LinkedIn (without writing a single word of copy) (10:00) The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03) Why treating your LinkedIn page like a resume almost guarantees you'll land no clients from it (13:24) The "Direct Response LinkedIn" secret for writing infectious copy that surges you with high-quality sales calls (16:06) The "DQRT" formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24) Why copying and pasting content will bankrupt your business (even if it's worked for you in the past) (25:23) How talking about the nitty gritty of personal finance on LinkedIn doesn't result in new clients (and what to post instead) (27:17) The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14) The "Golden Rule" trick for using LinkedIn to instantly create trust with people who you've never even talked to (45:09) If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it's a highly visual social media platform, and they don't think they can get clients with it. But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business. In this episode, Clare shares how financial advisors can effectively use Instagram to land new clients, common mistakes advisors make on Instagram, and secrets to growing your business through Instagram. Listen now. Show highlights include: Why most advisors are mentally lazy (and why it's kept this incredibly effective marketing strategy for advisors a secret) (3:38) How to "jimmy" your target audience's inherent laziness and unhappiness to make both of you wealthy (5:33) Why someone who used to make 3,500 cold calls a week think it's dead (and 2 marketing strategies to use instead) (7:54) How to get 52 warm prospects to willingly give up their time for you in the next week (8:58) The weird way selling someone else instead of yourself "neutralizes" their natural abrasion to being sold to (and how to make this profitable for your business) (9:41) Why a personal Instagram account is more effective for landing new clients than a business one (12:44) The "Personal Posts" method for getting rabid engagement and landing new clients from Instagram (15:07) Why flying first class puts landing clients from Instagram on "easy mode" (20:29) The sneaky "Story Secret" for unlocking a treasure trove of new followers and potential clients on Instagram (35:33) If you want to connect with Clare, check out her Instagram account here: https://www.instagram.com/clarebaukham/ or her website here: https://www.clearwealthgroup.com/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business. That said, I'm the furthest thing from an expert on Twitter. That's why I invited an actual expert onto today's episode: Thomas Kopelman. In this episode, Thomas reveals how advisors can leverage Twitter, and make more than $16k per month from Twitter alone. If you're not using Twitter, or not landing clients from Twitter, this episode might just be the most profitable thing you listen to all year. Listen now. Show highlights include: How to curate your social media feed so it helps you grow your business (without driving you mad) (3:13) The dirt-simple 3-step plan to 8x your Twitter followers by this time next year (6:04) How to unlock a brand-new revenue stream—to the tune of $16,000 per month—by simply sending out a few tweets per day (even if you don't have a lot of followers) (7:34) The weird way spending 90 minutes a month creating tweets can result in a surge of new clients (14:53) How tweeting even "basic" knowledge can cause of meteoric rise in booked meetings with qualified prospects (24:48) The "Employee Jedi Mind Trick" for making it almost impossible for your clients to part ways with you (33:17) If you want to connect with Thomas, you can follow him on Twitter here: @TKopelman or on LinkedIn here: https://www.linkedin.com/in/thomaskopelman/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html