Financial Advisor Marketing Podcast

One-time financial plans can be beneficial, helping potential clients test services before long-term commitments. Key insights include overcoming client hesitations by highlighting long-term value and addressing DIY mentalities. Advisors can boost conversions by empowering clients and mastering the art of selling delayed-payoff services. The importance of strategic pricing and positioning for future relationships is also discussed, revealing how to transform one-time clients into recurring revenue streams. Time to rethink that sales approach!

Dive into the world of content marketing secrets designed for financial advisors. Discover how a personal grip strength story can inspire significant business growth. Learn the art of creating high-performing lead magnets that attract ideal clients. Explore why most advisors miss the mark with their content and how critical the months of November to January are for success. Uncover effective time management tips that elevate your marketing strategy and allow for deeper client connections.

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.  And you know what?  It’s easier to spot red flags than you might think especially when you know what to look for.  Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.  Best part?  Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.  Listen now.  Show highlights include: The insidious way bad clients make you worse at serving your best clients (2:51)  If your prospect utters this sentence, run away as fast as you can (3:50)  How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38)  The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34)  3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43)  The single most dangerous “cocktail of red flags” mindset your clients can have (22:40)  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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.  More:  I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don’t share anywhere else about marketing and business.  And you know what?  From these tens of thousands of conversations, I’ve discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever.  Do you have all 7? Listen now to discover the 7 things successful financial advisors have in common.  Show highlights include: The sneaky way obsessing over ROI can tank your marketing results (4:43)  Why asking more questions in your personal life can unlock consistent growth in your business (even if your questions have nothing to do with business) (8:49)  The #1 most effective thing I have ever seen for getting more clients and building a better business (9:38)  How to hire the world’s best “closer” for prospective clients without paying an extra penny for appointments set (10:42) Why developing a golf, tennis, or Jiu Jitsu hobby this year can make you the most successful advisor in your area by 2026 (13:39)  My theory for why introverted financial advisors tend to be more successful than extroverted ones (16:25)   Why your brain wants to sabotage your success—and how to stop it before it’s too late (20:07)  3 of the most deadly defense mechanisms that will trick you into staying in your comfort zone instead of adding an extra 0 to your bank account (20:21)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter—and this is the LAST chance to get grandfathered into the $99/mo price because the price increases to $199/mo on January 1st 2025, no exceptions—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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Discover the timeless wisdom found in classic business books that can guide financial advisors away from costly mistakes. The discussion highlights the importance of reading, even recommending the Bible for its valuable lessons. Learn why rapid client growth can be detrimental and unveil the secrets behind the investor mindset of successful CEOs. Dive into the influential texts that shaped the host's career, focusing on long-term thinking, the 80-20 rule, and personal growth strategies essential for thriving in the financial industry.

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.  And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road.  But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success.  If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late.  Listen now. Show highlights include: The insidious “second mistake” that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24) Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34)  How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19)  How to ethically “morph” your audience’s mind to be more receptive to hiring you with the “Familiarity Principle” (10:29)  The “just talk” LinkedIn strategy that can fill your calendar with high-quality prospects (15:46)  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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.  Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier.  So, what’s the 80/20 Principle anyway?  Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. There’s not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business.  Listen now. Show highlights include: The single most deadly entrepreneurial mistake you’re making that has your financial advising business knocking on heaven’s door (2:11)  How understanding the 80/20 principle prevents you from ever starving for clients for as long as you’re in business (4:22)  The “rack a shotgun” secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28)  Why McDonald’s business model isn’t what you think (and how to apply this to your business) (13:59)  The “espresso machine” principle to double or triple your business almost overnight (without even finding any new customers) (19:18)  Why asking yourself this one question is the best way to become (and remain) a top 1% financial advisor (27:42)  If you want to forever change your life, your business’s growth, and the legacy you leave, buy Perry’s book here: http://sell8020.com  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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Discover a counterintuitive approach to marketing that generates thousands of email subscribers, even if it raises eyebrows in the industry. The speaker shares how investing more per lead can actually boost profits. Learn strategies to streamline the hiring process for financial advisors and why understanding your business's economics is vital for growth. Find out the surprising power of direct mail in enhancing success and the mindset shift needed to achieve consistent prospecting goals.

Direct mail is the most underrated—and most effective—way for financial advisors to get clients.  But… only if you know what goes into making a direct mail campaign successful.  Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.  In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate.  Listen now. Show highlights include: The best direct mail call-to-action for financial advisors to maximize your response rate (2:08)  The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33)  Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57)  The #1 ingredient any direct mail campaign must have to be successful (5:20)  How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47)  Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11)  The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09)  This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46)  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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.  The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads.  But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork.  So, what’s this secret ingredient? And is it missing from your marketing?  Listen now to find the answer for both.  Show highlights include: The one secret ingredient missing from almost every advisors’ marketing that threatens your entire business (4:32)  How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52)  The “Marketing Seasons” method for predictably scaling your financial advice business (6:30)  2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32)  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.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT