Financial Advisor Marketing Podcast

Most financial advisors receive advice for marketing their business that’s mediocre at best and can cripple your most cherished relationships at worst.  But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you’ll start to hate your job too.  Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him.  And you know what? They’ll work for you too.  Listen now.  Show highlights include: How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04)  Why engineers make the worst clients for financial advisors (even though they’re intelligent and wealthy) (7:02)  The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52)  How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23)  Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02)  How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47)  How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21)  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

There’s nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don’t buy my products or coaching.  Why? Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague.  Now, financial advisors with a victim mentality won’t even hit play on this episode. But I recorded this episode for you—if you sometimes slip into a victim mentality, and want to eradicate it before it sabotages your joy, business, and life.  In this episode, you’ll discover why a victim mentality is lethal, how to obliterate it, and why you should fire any client that’s infected by it. Listen now.  Show highlights include: The insidious and widespread mindset that plagues financial advisors and strangles their wealth, health, and happiness (1:35)  How having even one client infected by a victim mentality can make your business go belly up (3:28)  The tragic, yet motivating news story that instantly nukes your victim mentality for good (7:49)  Making less than $150k per year as a financial advisor? You can’t afford to miss this… (9:29)   5 signs you may have a victim mentality (and how to reverse them before misery and poverty consume your world) (14:16)  Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz  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

As a financial advisor, there may be one aspect to your “financial health” that you’re completely neglecting. In fact, most financial advisors don’t even consider it a part of their finances, but it trumps all other forms of finances.  What is it, you ask?  Your health!  Not only will improving your health lead to better financial health (for you and your clients), but it’s also one of the best ways to ramp up your referrals and grow your business.  In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health. Listen now.  Show highlights include: The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18)  How becoming healthier can actually magnetize your dream clients to you (5:38)  The sneakiest (and most effective) business growth hack for financial advisors (7:31)  4 smoking gun signs that you’re on the road towards heart disease, diabetes, and cancer (8:31)  The “take out the trash” trick for keeping your stress levels low (even when you’re overwhelmed) (12:41)  How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14)  Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19)  How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25)  Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37)  The “Great 8” secret for simplifying and improving almost every aspect of your health (38:49)  Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz  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 can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can’t do the same for themselves.  Why? Well, first and foremost, it comes down to an inability to listen and take action. That’s why you’re stuck—you overthink and under-act.  In this episode, you’ll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving.  Listen now.  Show highlights include: The single most prominent characteristic of financial advisors who underachieve (4:25)  Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23)  The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11)  How to get as much as a 194% return on investment (or more) every time you invest in this “hidden” investment (12:33)  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

You’ve heard me say before that email marketing is the #1 most effective appointment-setting strategy I’ve ever seen for financial advisors.  But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed.  Well, here’s the good news: In this episode, I reveal the simplest and most effective way you can grow your email list as a financial advisor. And you’ll also discover why you don’t need thousands of email subscribers to make money from email marketing.  Listen now.  Show highlights include: How an email list both magnetizes your ideal clients while also repelling your worst clients away (1:33)  Why buying a list of emails interested in your financial services is the fastest way to sabotage your results from email marketing (3:29)  How to use email to land 2 new clients a month (without writing a new email every day) (3:56)  The almost-too-simple way to “ethically force” your ideal clients to join your email list and read your emails (5:36)  How not investing in yourself and your business causes deep psychological damage to you that can put you out of business (7:14)  How to generate 190 new email subscribers in a day (without breaking the bank) (9:30)  The dirty “N-word” which helps you generate more revenue by having less subscribers on your email list (15:33)  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

As a financial advisor, you often have your clients’ livelihood in your hands. But as a client to a financial advisor, it almost never feels like this.  Why? Simply put, most financial advisors don’t understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you’ll never be able to impact your clients’ and prospective clients’ wealth generation as you otherwise would.  That’s the bad news.  The good news? In this episode, financial advisor and behavioral economist, Dave Yeske, joins me to reveal how you can use psychology to better serve your clients.  Listen now.  Show highlights include: The “2 people” secret from psychologist Stuart Heller that helps you unlock better results for your clients (3:08)  Why reading this book written by two economists will boost your success in your financial advising business more than perhaps anything else (5:07)  How small incremental changes in your clients’ financial habits create ripple waves of wealth compared to massive changes (7:55)  The simple “Financial Satisfaction Survey” technique to turn cold prospects into red hot clients by checking a few boxes (11:14)  Why asking open-ended questions is the single greatest “sales skill” you can learn (12:39)  4 words to say to prospective clients that makes them salivate about the idea of working with you (15:10)  The powerful “Connect the Dots” method for making it almost impossible for your clients to ignore your financial advice (18:42)  How to become the most trusted and referred financial advisor in your market by acting like a peacock (24:47)  Why “ignoring” someone after they tell you bad news comforts them more than trying to rationalize it (and how this helps you turn clients into lifetime loyalists) (29:32)  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

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you’ll burn potential prospects forever, wasting countless hours of your time, money, and sanity. That’s the bad news. The good news? If you know how, It’s easy to generate clients on demand via LinkedIn. If you know how. Question is, how do you do it, especially after changes to LinkedIn’s algorithm? In this episode, I reveal exactly how to get your content in front of more people on LinkedIn. If you ever wanted to take notes from a podcast, then this is the one to do it. Listen now.  Show highlights include: Bag a couple more clients by stealing these 20 free social media post ideas specifically tailored for financial advisors (1:11) The simple way to earn more and work less by 10xing your lead generation efforts (2:00) Worried about changes to LinkedIn’s algorithm? Here’s how to “position” yourself to stay front and center of your dream client (3:05) Why thinking “Just post, post, post, get your content out there!” is an excellent way to never be seen (and get a client) from LinkedIn (4:55) How to “pre-qualify” prospects on auto-pilot (and eliminate 95% of the manual grunt work you normally do on sales calls) (6:08) The “amplification” strategy to consistently boost your posts in front of your target market on LinkedIn (9:30) How to sneakily build trust, credibility, and rapport immediately after you’ve just done a LinkedIn Connection Campaign (10:29) The scientifically proven way to boost the chances of your prospect seeing your next post by a whopping 85% (11:46) 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

New year new me, right? Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You’re probably sick of me saying this, but… Number 1 — Get an email autoresponder!  Now, I’m not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you’ll be able to find clients easier, and have more of them.  In this episode, I reveal exactly how to work less, and earn more in 2023. Listen now.  Show highlights include: 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10) The “Law of Large Numbers” secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15) How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of “MTMM” (5:12) The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57) HateDon’t like “chasing” prospects? Here’s a strategy to get them to raise their hands, say they’re interested, and chase you insteaddown automatically (9:20) The “stranger on an airplane” secret to attract potential clients to you like a magnet (16:13) 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

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.  My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success.  That’s the bad news.  The good news?  Once you know what these mistakes are, it’s easy to reverse them and unlock more wealth than you thought possible.  The best news?  In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them. Listen now.  Show highlights include: Why a scarcity mindset “costs” you more wealth than going out and buying outlandish material goods (3:22)  How Eve fell into the sneaky “Serpent Trap” in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22)  The instant “10x Happiness” mindset shift that increases your joy by tenfold—at the bare minimum! (6:56)  The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13)  How not believing in yourself can actually magnetizes success towards you (11:52)  Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08)  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

There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money.  Here’s the thing…  There’s no right or wrong when it comes to perception. And your clients’ perception of you and your services mean more than the amount of wealth you build for them.  That’s the bad news.  The good news?  Well, it’s pretty simple to create a better perception of your services in your clients’ minds. Especially after tuning into this episode.  In this episode, you’ll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this).  Listen now.  Show highlights include: The insidious “Call Reluctance” trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24)  Why your clients might secretly hate you (and how to “ethically force” them to love you) (5:04)  How to make your clients happier and more prosperous by using the “Seatbelt Secret” (7:33)  The “Tie It” Technique for instantly helping your clients see the value you’re providing them (10:54)  How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24)  The deadly “Curse of Knowledge” mistake that can make even your most successful clients want to cancel (13:12)  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