Financial Advisor Marketing Podcast

As a financial advisor heading out on your own, you've got a lot of obstacles in your way: Skeptical prospects, competition, overwhelm, the list goes on. But none of these things can slaughter your business as fast as the enemy we'll talk about today. This enemy has the power to keep you from ever living your dream—but if you turn him into your ally, you'll become effective beyond your own belief and blow right past the biggest goals you've set. In this episode, you'll find out who hat enemy is, how to shield yourself from it and make it work for you. Ready to defeat your biggest enemy and free yourself from any limitations you might feel right now? Listen now! Show highlights include: Why you should change the lightbulbs in your bedroom if you want to perform better. (7:48) How slowing down and taking less action makes you more successful in the long-term. (11:21) The 4 (painful) phases of gaining success in any field—and why not to look for step-by-step advice. (16:25) The only 2 things that make you money (hard work is not one of them). (19:23) 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 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You're probably a knowledgeable, effective and trustworthy financial advisor. You know you'll take good care of your clients' capital. But even with all your skills, you can't afford to be boring. If talking to you feels like a chore, no client will want to stay with you and prospects will start checking their email on calls with you. If you want clients to come to you, stay with you and refer you, you've got to become at least somewhat fun, friendly and entertaining. The good news: You don't have to become a stand-up comedian or start wearing funny outfits. In this episode, you'll find out how to stop being boring and become the financial advisor clients love interacting with. Listen now and have more fun in business! Show highlights include: How to do better marketing by giving way less "value" than anyone else. (8:07) Why you should educate your prospects, but keep most of the information from them. (11:55) Is "giving value" undermining your business? How well-meaning help cannibalizes your own business without making a penny. (13:58) Be less boring: The easy way to become entertaining without creating more content. (16:30) 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 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

Most financial advisors are good at their craft, but aren't great at generating leads and turning them into clients. There's one sweet-sounding alternative to generating leads: Buying them. But buying leads won't jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up and lower your income–even if you make a buck or two in the short-term. In this episode, you'll find out the 4 reasons why buying leads is bad for your business–and how to actually get the leads you need to build the business you want. Ready to stop being a nobody and become a trusted advisor serving grateful clients? Listen now! Show highlights include: Why buying leads puts you in the passenger seat of your own business. (7:20) What bank robbers can teach you about lead generation. (9:25) 2 ways lead generation companies will screw you–even if they're "nice" people. (12:40) Why you won't find millionaires on lead lists—and where to find them. (18:13) How "fake millionnaires" can clog up your schedule, burn your money and ruin your business. (19:07) 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 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Organization is no sexy topic. But it's essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying. If you're not organized, you'll lose prospects, repel your clients and never feel the freedom you became an advisor for. The good news is you don't have to become obsessive and micromanage everything. But baseline organization is essential for your success. In this episode, you'll find out about the biggest mistakes to avoid and how to fix them so you can become more productive and enjoy more free time–without sacrificing business success. Ready to beat your competition without spending more on advertising? Listen now! Show highlights include: What to put onto your desk for maximum productivity–and why you'll never get anything done otherwise. (5:05) The one software that helps you make more money and frees up hours every week (15:17) Why email is robbing you of your productivity—and how to eliminate most of it with a few clicks. (19:52) How to invest a few hours to turn yourself into a sales machine—with nothing but a software you already have. (21:22) 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 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you want to improve, you need to know what you're bad at and how to do it better. But in business, your strengths and weaknesses aren't always clear—you don't know why a client left, a prospect ghosted you or a referral source dried up. In reality, you can fix this easily with feedback from the people you serve. They'll tell you exactly what you could do better—and sometimes even how you could do it better. In this episode, Julie Littlechild stops by to help you gather more feedback and turn it into actions that grow your business. Ready to leave behind confusion and know exactly how you can take your business to the next level? Listen now! Show highlights include: The biggest trend for financial advisors that helps you multiply the value you provide… without multiplying your work! (4:16) How to find out exactly which feedback questions to ask for maximum clarity and results (don't ask any question before you figure this out). (8:26) How timing can give you a tiny trickle of referrals—or a massive flood! (18:19) When to avoid and ignore feedback. (21:15) 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 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals? If you tend to fall short of your goals, don't worry. The truth is: Most financial advisors don't reach their goals. There's a simple reason for this—and if you don't usually reach your goals, you'll find out the only way you can ever change that today. In this episode, you'll discover the truth about reaching your goals and the only way you'll ever make them a reality. Ready to respect yourself again and become who you know you can be? Listen now! Show highlights include: Why not finding clients is not a big deal–and what to think about instead. (7:57) The two things you need to ask yourself to completely transform your life. (8:50) One characteristic all losers share—if you share this one behavior, you'll never ever be successful. (12:51) Exactly what to do when you're at rock bottom with your business and life in shambles. (15:05) 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 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You've probably heard about content marketing before while researching marketing strategies to bring in more clients. But one big problem is: Many entrepreneurs create content just to create content—NOT because it's actually useful. The real way to do content marketing that works is by creating useful content that helps your target market and actually gets you more appointments. How? In this episode, you'll find out 3 tips that'll make you the advisor who magnetizes clients and have leads pour in rather than chasing people. Listen now! Show highlights include: Why NEVER to talk about stock market events in your email content. (2:37) How "turning into Yoda" helps you attract more clients and makes them feel like heroes for working with you. (7:55) Why creating free content should cost you a lot of money. (15:52) Worried about prospects not reading your content? Here's why most readers dropping out is a good thing. (19:20) 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 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you could sum up every financial advisor's dream state of their business, it would probably sound something like this: "Make more money in less time". The easiest way to do that is to get someone else to do some of your work for you. Today, Danielle Cuomo stops by to teach you all about how to leverage virtual assistants and free up time for what's really important. No to-do list, productivity book or time management system will ever free up more time than having someone else help you out. Ready to focus on what you like to do? Listen now! Show highlights include: How to get all the benefits of having an employee—without worrying about the paperwork and workload or having someone come into your office. (4:42) Why hiring entry-level or "learning on the job" assistants can create more work for you, not less. 3 things you can outsource right now to free up your time ASAP. (14:38) The first step you need to take when hiring a VA—before even thinking about tasks to outsource. (19:50) 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 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn't work if your clients and prospects abandon you because you made mistakes you don't even know about. If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead. In this episode, you'll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term. Ready to become a financial advisor clients love? Listen now! Show highlights include: The one question you should answer to get better results for less work. (4:56) Why new advisors with a small book of business have the advantage in the client-game. (7:19) How to educate your clients so they work with you perfectly. (11:13) Why 34% of clients fire their financial advisors. (15:47) 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 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

If you're a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you. But if you've tried to find a niche, you've probably realized: It's not as easy to find people who have enough money to invest and aren't already bombarded with emails, phone calls, letters and postcards by your competitors. In this episode, you'll hear about one niche that's mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time. Ready to remove yourself from most of the competition and earn more money faster? Listen now and become THE financial advisor for this uncontested, lucrative market! Show highlights include: How to snowball content as simple as a social media or blog post into a well-paying client. (10:22) The one market you should never target—unless you want people and government agencies to hate you. (12:50) Why getting new clients isn't your best course of action if you're not doing this one important thing. (17:05) How losing one client takes away more than whatever they would've paid you. (18:04) 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 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html