Financial Advisor Marketing Podcast

If you’re a regular listener of this show, you’ve probably had a question pop into your head while listening.  In this episode, James answers questions from listeners, a privilege usually reserved for Inner Circle subscribers.  Want to learn more about James, get business-boosting advice and get your question answered? Listen now! Show highlights include: Is Dave Ramsey’s new program dangerous? (2:55) How to make your follow-up succeed without being annoying. (4:42) The blood-sucking type of SEO agency you should run away from. (10:24) The only metric you should use to decide if you should invest in an online course. (15:13) Don’t follow any marketing “guru” until you’ve listened to these 4 reclusive copywriters. (16:11) LinkedIn request acceptance is going down. Here’s how much you should be getting. (18:09) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You spend a lot of time communicating with prospects, clients and business partners. And if you’re like most advisors, you get ignored at least half of the time.  It’s not because people hate you. They just hate all the sales & marketing techniques “experts” sell you.  Clients want you to do something else. In this episode, you’ll find out how to supercharge your communication. That way, you won’t get ignored nearly as often, get more prospects and lose less clients.  Ready to talk to people the way they want to? Listen now! Show highlights include:  Why you shouldn’t use technologies invented after 1995 to talk to clients. (10:31) The surprising medium 71% of older clients prefer. (11:35) Never market on this social network unless you also cut your lawn with scissors. (14:13) Ask about this first or lose the prospect. (17:21) Why financial results matter less than this simple thing you do every day. (17:42) 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/content-marketing-tips-financial-advisors.html

You’ll make more money serving wealthy people than any other clients. But if you’ve never met a millionaire, you probably don’t even know where to start meeting them.  But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective marketing.  In this episode, you’ll find out how to put this into practice and close the rich people you want as clients. Ready to stop settling for ordinary clients and work with rich people? Listen now! Show highlights include:  Why your richest clients won’t drive Lamborghinis, wear gold chains or invite you to their yacht (and how to spot real millionaires). (6:27) What millionaires really pay for (a custom-made suit won’t convince them). (9:23) Use this common sales technique on rich people and you’ll be escorted out by security. (11:16) Everybody bores affluent investors with stock market graphs. Use this long-term strategy instead and beat your lazy competitors. (13:01) How “SSCCR” ruins your prospecting efforts before you ever touch the phone. (14:16) Why copy & paste marketing templates repel high net worth leads. (21:24) These overlooked statistics show: Most millionaires want your services! (24:34) 7068 millionaires might be looking for a financial advisor right now. Will you do the honors? (26:49) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow? You can’t. Sure, “gurus” out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds. The truth is: There’s no effortless way to succeed as a financial advisor. But you can use leverage, scale and systems to generate leads, close clients and minimize your work hours.  In this episode, you’ll find out exactly how to build the business you want instead of slaving away at work that gets you nowhere. Listen now! Show highlights include:  If you’re cold-calling, emailing or going to networking events, your marketing isn’t good enough. Here’s why. (11:14) How to eliminate prospecting and reach thousands of people with a few hours of work. (12:10) If you’re smart enough to not believe in overnight success, build these 4 marketing assets now. (13:43) How a video with 6 views can make you rich. (14:11) Why a single blog article, YouTube video or podcast episode is worthless. (15:51) If you want to make it in the long-term, you have to build these two things right now. (17:40) How to make “passive income” as a financial advisor. (22:31) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

In normal times, it’s easy to go to the office, do your work and go home. But we’re not living in normal times. Clients want to liquidate assets. People are scared to invest.  The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you’ll see opportunity where others hunker down.  Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business. Show highlights include:  Advisors who throw in the towel skip these 4 “mental preparation” habits. Ignore them and you might be on a job board soon. (4:03) Why the best financial advisors are NOT in the investing or financial planning business. (6:55) Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41) A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31) 3 crippling thoughts you can banish instantly by writing them down. (21:20) If you can’t answer “yes” to this question, you might be missing your clients’ biggest cash reserves. (34:08) 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.   Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Chasing clients sucks. If your skeptical prospects object at every word you say, you’ll not only stay broke, you’ll also hate your work. The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they’ll even come to you on autopilot (never make a cold call again). This might sound impossible, but it’s what all the rich advisors do. In this episode, you’ll find out how they make pre-sold leads come to them. Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now! Show highlights include: How to get faster results with inbound marketing. (4:35) The most important to link on your website—this tiny change can multiply your results. (11:30) How to write content that gets you ranked on Google and convinces prospects. (13:12) The exact amount of keywords to focus on for more Google traffic. (21:30) How one advisor “infiltrated” corporate executive suites with his content. (29:49) An overlooked traffic strategy that also starts profitable relationships for you. (33:24) Why NOT to do cold outreach, no matter what gurus tell you. (36:56) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

Let’s face it you’re not as successful as you want to be yet. And you’re probably worried you won’t get the success you know you deserve.  Time to make sure you’re the advisor who’ll become wealthy, happy and fulfilled. How? There’s 5 core signs all great up advisors share. In this episode, you’ll find out exactly what these 5 signs are and how you can implement them for yourself.  Want to have absolute certainty you’ll be successful? Listen now! Show highlights include: The marketing system you‘ll profit from for the next 10 years. (5:00) What the world’s best salesman says about other people’s opinions. (8:30) The only opinions you should listen to besides your own. (9:51) One forgotten book many successful people read and love. (14:21) Why “be yourself” can torch your reputation and scare off clients. (17:35) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

If you’re wildly ambitious, an above-average income won’t cut it. While normal people would hate you for it, there’s no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you’ve always wanted?  It won’t happen unless you join the elite advisors who clear multiple six figures each year. Fortunately, there’s a plan for you to get there. It’s all laid out in this episode.  Ready to multiply your income and leave the losers behind? Listen now! Show highlights include: How to multiply your revenue with a single decision. (1:53) Why putting more on your to-do list kills your productivity and happiness. (7:55) Why your competitors close the clients you do free work for. (14:00) The “always on” marketing asset 99% of advisors make no money from. (16:50) How to reach leads who pretend to be “out of office”. (20:58) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

You’ve probably made some bad emotional decisions in your life. Whether you bought something you couldn’t afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food.  But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working. If you’re ready for a better business and life, listen to this episode now. Show highlights include: 2 emotions that can wreck any business completely. (6:30) The unconscious emotions that make you work for free. (14:27) How you can avoid being a broke advisor. (16:24) Why making tons of money to prove someone wrong will leave you heart broken. (21:30) 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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Many successful businesspeople will tell you to get a mentor. And maybe you’ve been looking for someone to take you under their wing, to help you become who you need to be.  But what if that’s a waste of time? What if listening to a mentor doesn’t get you where you want to be?  In this episode, you’ll find out who to listen to and whose advice to ignore. That way, you’ll only get the best advice from the right experts. Stop letting bad advice ruin your business. Listen now! Show highlights include: One common piece of advice successful people don’t even follow themselves. (5:48) The one thing no mentor can ever teach you (but you absolutely need). (7:07) “Unsexy” ways wealthy people build successful businesses. (12:20) Why you should never ask successful people to pick their brains. (14:39) The most valuable thing a mentor can give you– in 30 seconds. (16:17) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html