Financial Advisor Marketing Podcast

Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren’t successful.  The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor. You might not like how they do things, but you should follow their lead. In this episode, you’ll discover 3 things successful financial advisors do—and how you can copy them to build a successful business yourself.  Want to stop copying poor people and use the strategies of wealthy advisors? Listen now! Show highlights include: The cognitive bias that makes financial advisors copy strategies from losers with no clients. (4:30) Why persistency won’t make you successful, no matter what motivation gurus tell you. (7:18) What 70% of 7-figure financial advisors have in common. (10:17) 6 ways you can reach your ideal clients with your marketing. (14:29) Why clients will hate you if you don’t have your own finances in order. (15:50) Why reading newsletters can make you wealthy even when courses, books and webinars have failed you. (17:14) 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.   Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

When it comes to getting clients, there’s two words you’ve heard a million times: Prospecting and marketing.  And with so many people posting client-getting advice on social media, it’s easy to confuse the two. But if you don’t know the difference, none of your work will get results because you’re sending the wrong messages to the wrong people.  In this episode, you’ll discover the difference between marketing and prospecting—and how to excel at both so you always have a full pipeline of red-hot leads.  Do you want as many clients as you can handle? Listen now! Show highlights include: What you can learn about getting clients from 4th grade geometry classes. (6:28) Why you’re in the marketing business even if you’ve never written a blog article or posted on social media. (10:51) How your marketing budget kills your marketing results. (15:17) How office decoration can make prospects run away—or close them before you say a word. (11:59) The one insight that attracts more clients than the world’s best marketing strategy.  (17:21) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn.  If you’re not, this episode is for you. You’ll find out why LinkedIn is the absolute best social network available to financial advisors and how to use it to get the wealthy clients you’ve always wanted. Ready to do business with wealthy clients who appreciate you? Listen now! Show highlights include: How young newbies old financial advisors make more money after a year than seasoned veterans after a decade. (4:30) The habits 95% of millionaires use to get and stay rich. (8:11) A giant email marketing lie that keeps you slaving away all day for the same money. (10:43) The “Message and Mail” strategy that gets leads in your target market in 2 easy steps. (14:44) Why the most common LinkedIn strategy is also the least effective. (15:10) How to get leads on autopilot without being pushy.(17:18) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive. One of the reasons: Most people waste time. They’re not productive and barely get anything done. If you want to build a successful practice as a financial advisor, you need to be as productive as possible.  In this episode, you’ll discover the 3 best productivity tools for financial advisors. Ready to have more free time and make more money? Listen now! Show highlights include: How spending more time with your family can ruin your kids. (5:51) A free software tool that shows you where you waste valuable time. (9:12) How to get more done in 4 hours of work than others do in a whole day. (12:33) How laying in your bed can make you happier, wealthier and happier. (16:09) How turning your house into a “red light district” can make you more productive. (18:16) The marketing strategy that frees up your time instead of clogging up your schedule. (19:33) 2 email marketing tools that get financial advisors red-hot leads and free up their time. (21:01) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don’t get results, you might as well throw your money in a barrel and burn it Financial advisors who run profitable ads have an unfair advantage. In this episode, you’ll discover how you can run ads that bring you clients without extra work. Let your competitors waste time at  networking meetings and cold-call strangers. Ready to get an advantage over your competition? Listen now! Show highlights include:  How to run profitable campaigns even when your company won’t let you run ads. (2:57) A sneaky method “gurus” use to fake their marketing results. (5:27) How your targeting can kill your entire campaign before you write a word. (8:06) How to make money off of an offer you haven’t created yet. (9:43) Why most financial advisors burn money with online ads. (14:45) Why traffic, followers and comments don’t matter and the only metric that does. (19:45) Unsexy, but highly effective marketing strategies few advisors use. (21:37) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don’t know how to get there. But most people never get there because they focus on shiny objects and short-term tactics.  Those will never get you to real wealth. But if you focus on the strategies outlined in this episode, you can achieve lasting success and wealth. Want to claim the freedom you deserve? Listen now! Show highlights include:  Why most people never get rich even if they work hard for 40 years. (6:11) Why you should never learn marketing from other financial advisors (9:06)  Why 1% improvements never create breakthroughs. (11:42) 3 marketing strategies that are killing your business—even if they get you leads. (12:54) How the top 1% of advisors think about their marketing—and 4 ways you can copy their mindset in your own life. (15:25) Frank Sinatra’s secret to making passive income without being alive. (16:04) The simple-but-hard method to becoming wealthy and free. (20:15) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Designing A Lifestyle Advisor Practice You probably didn’t start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want.  And that can be your reality. Your business doesn’t have to be a low-paying job with a terrible boss. In this episode, you’ll find out how to build an advisor practice that gives you the exact lifestyle you want.  Ready to break free? Listen now! Show highlights include:  If you want to reduce your work hours, this 8 word sentence will set you free. (5:19) How to screen for clients who’ll boost your business instead of clogging up your schedule. (7:07) Dangerous lies most financial advisors tell themselves about their business. (14:20) Feel stuck in business? Get clarity on these 3 things by picking a niche. (16:22) How many clients do you really need? Here’s the definitive answer.. (18:17) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren’t as great as they sound.  If you’re not careful, referrals will kill your business and have you searching for a new job. But you don’t have to give up referral marketing. You can build a sustainable financial advisor business with referral marketing strategies—as long as you don’t depend on them.  If you’re in this for the long haul, listen now! Show highlights include:  Why referrals should never be your only marketing strategy—unless you want your business to crash and burn. (4:48) The biggest disadvantage of referrals—and how to avoid it. (5:01) Why the most successful advisors turn down referrals. (6:02) How to get better referrals without begging and pleading. (7:56) If someone tells you about their referral-only business, throw all of their advice in the trash. (11:04) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

You’ve heard all the business mantras, listened to every sales guru and read books rich people recommend.  But even though you know the exact steps to build the life you want, you’re not living it yet. That’s probably because of limiting beliefs. These toxic thoughts erode even the best success mindset and keep you stuck until you defeat them.  Today, you’ll find out how to kill a limiting belief and replace it with a mindset that guides you towards success again and again.  Want to end the constant struggle and create the outcomes you really want? Listen now! Show highlights include:  How Jeff Bezos’ thinking makes him rich while most people stay average. (2:58) The way too simple method to “solve” neediness forever. (5:39) Why hard work and honesty won’t make you tons of money, no matter what Instagram gurus tell you. (8:13) Dumb beliefs that keep advisors poor. (10:31) How to quadruple your rates without losing clients. (14:15) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

If you want more clients, you need more prospects. But if you’re talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom.  The truth is: You need fewer prospects than you might think to live your dream life. In this episode, you’ll find out exactly how many prospects you need to build the business even your clients could only dream of.  Ready to stop blindly chasing leads and build a business you actually like? Listen now! Show highlights include:  Why spending $10k is better for your business than spending $100. (5:03) The crucial difference between a qualified prospect and a poor tire kicker hellbent on wasting your time. (10:31) The unshakeable confidence you get from 100 of these names will do 1000x times more for your practice than a bunch of “leads” (13:30) Why “quality over quantity” makes you less successful. (17:08) Why wild west gold diggers were better at marketing than your favorite guru. (17:43) The slightly “woo-woo” mindset that magnetizes leads, prospects and clients. (19:45) 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.   Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html