Financial Advisor Marketing Podcast

Discover astonishing insights from analyzing 2,670 marketing emails! Uncover the secrets behind high-converting emails and why breaking traditional subject line rules can skyrocket open rates. Learn why an increased unsubscribe rate might not be as bad as it seems. Find out the critical emotional ingredients your emails need for better engagement and why overloading them with value could hurt conversions. Plus, hear about surprising personal mistakes that reveal crucial lessons for effective marketing.

Many financial advisors hit a $250K revenue ceiling and don't know how to break free. The podcast reveals three crucial metrics needed for growth and explains why being busy can hinder success. It introduces leverage in marketing as a key to expansion and shares six growth patterns developed from extensive advisor experience. Listeners also learn about common hiring pitfalls and a productivity hack that saves an entire week each month. Finally, it discusses the importance of surrounding yourself with the right people to reach that $1M goal.

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.

Unlock the secrets to extreme productivity with powerful insights. Discover a productivity hack that challenges conventional time management thinking. Learn how your natural rhythms can supercharge your output. Find out why working longer can actually hinder your efficiency. Explore the connection between specific action plans and lasting success. Delve into creating supportive environments and the dangers of multitasking. Plus, discover the hidden costs of willpower and how structured habits can lead to sustained success.

Discover why clients prioritize value over price when buying financial plans. Learn how to transform selling a $100 plan into an easy feat by emphasizing your unique offerings. Uncover the art of differentiation in the financial advisory sector using an intriguing waffle analogy. Get insights on addressing unspoken concerns that prospects have and how to eliminate their price hesitations. Finally, grasp the concept of 'ethical FOMO' to make your services irresistible and understand why proving worth isn't the key to selling premium plans.

What's the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It's not luck, connections, or even intelligence. It's something far more fundamental than that. In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life. Best part? Once you know about these 2 fundamentals, you can improve at them like any other skill. That's what we're covering in today's show. Listen now. Show highlights include: Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55) The insidious "Curse of High Competence" that makes your prospects hightail it to your competitor (2:32) 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45) How to double your fees overnight without sacrificing a single client (8:20) The "Say Nothing" secret for closing sales and getting paid what you're worth (11:09) The weird way higher fees can build more trust than resistance (12:55) 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01) Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36) Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn't have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from "why does this cost so much?" to "how soon can we get started?" I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully. Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing. And 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.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences. Since I value you more than the average self-help guru, I don't want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do. But… none of them are "one weird trick" gimmicks. And most of them aren't about marketing or sales or growing your financial advice business. They're far more fundamental. And thus, less sexy. But here's what I can promise you: If you do each of these 7 things, you'll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner. They're that effective, but only if you actually do the work and implement them. Listen now. Show highlights include: 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49) Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12) The "15:7" secret for doubling or even tripling your strategic productivity by the time you listen to next week's episode (4:30) Are you tricking yourself into pretending to be productive when you're doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59) Why creating a "Minimally Viable Morning Routine" will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43) Dr. Phil's business advice for financial advisors who are stuck and don't know why (16:38) Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn't have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. And 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.

The golden age of advisor marketing is winding down, and many financial advisors may soon find themselves in trouble. The podcast outlines five critical reasons for this shift and emphasizes the importance of adapting strategies. SEO may no longer be a reliable marketing tool, while four essential non-negotiables are highlighted to ensure business survival. The discussion also reveals a growing consumer distrust in traditional advisors, driving a shift towards social media and more innovative approaches in client acquisition. Prepare to thrive in the changing landscape!

Marketing for financial advisors is far simpler than being cute or clever—it's all about getting clients. Discover 23 harsh truths that expose common marketing mistakes. Learn why some inferior advisors earn more and the dangers of relying on content marketing. Understand that your competition isn't other advisors but distractions. Personal storytelling can create emotional connections. Finally, establish effective systems to attract clients, enhance trust, and optimize your marketing strategy for success.

New financial advisors make a ton of mistakes when they're starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy. In contrast, using the correct strategy can cause your business to grow faster, with fewer headaches and problem clients, so you reach even your most outlandish goals in half the time it takes a more skilled financial advisor. And who doesn't want to grow their business faster with fewer frustrations? In today's show, I'm sharing the 25 things I'd do if I were a new financial advisor with no email list, no referrals, and no warm market. Best part? Each thing in the list is based on what actually works in the real world. Listen now if you're a new financial advisor that wants to cut your marketing learning curve in half. Show highlights include: Why educating your audience is the worst way to win their business (3:33) How letting your market write all your marketing copy is the most foolproof plan to fill up your client roster in a hurry (5:44) The specificity secret to designing marketing assets to fill your email list (while also increases your chances of converting a lead into a client) (6:32) How to build a simple email sequence that makes your ideal clients eager to not only book a call with you, but hire you afterwards (7:20) The #1 biggest revenue-crushing mistake financial advisors make with their website (9:55) Why studying copywriting and marketing more than finance is the single best "investment" you can make in your business's long-term growth (11:31) One almost-too-obvious tweak to make to your LinkedIn page that can fill your calendar to the brim with qualified leads (14:36) How a simple, 5-minute video can be your marketing intern that generates high-quality appointments without costing you time or money (17:00) The ONLY social media platform I recommend new advisors focus on (20:21) If you're a new financial advisor, I created something special for you to get your business up and running and scaling to the tune of your dreams. It's called Your First Year As A Financial Advisor, and you can get it here: https://www.theadvisorcoach.com/your-first-year.html And 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.