Financial Advisor Marketing Podcast

Many popular marketing books can actually harm financial advisors, leading to confusion and client resentment. Strategies from well-known figures may sabotage an advisor's success if misapplied. The discussion highlights the importance of customizing marketing efforts to the unique challenges of the financial industry. It introduces the 'effort heuristic', emphasizing how the perceived value of comprehensive services outweighs quick solutions. Advisors are urged to focus on personalized service to build trust and effectively meet their clients' needs.

Discover unique insights on money management, including unconventional methods to attract quality clients. Learn why investing in yourself can outpace traditional stocks. The discussion reveals the surprising impact of simple lifestyle upgrades, like a better mattress, on financial satisfaction. It tackles common mistakes parents make with their finances and features a timeless investment tip that's often cited by Warren Buffet. Reflect on the balance between variable and fixed costs to achieve a fulfilling life.

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.  His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.  And you know what?  A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all).  Worst part?  Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut.  In this episode, you’ll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them.  Listen now. Show highlights include: Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here… (4:01)  Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29)  One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25)  How you’re accidentally making your clients feel judged when you offer financial advice instead of supported (14:04)  Why only doing “revenue-generating activities” is not only weird but foolish if you want to grow your business (14:38) The “Coddling Cocktail” of factors that will shatter your dreams and business right in front of your face (18:35)  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 

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.  But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.  This is something nearly every billionaire has had to figure out.  The good news is that in today’s 300th episode special, I reveal how to be successful—straight from a billionaire’s perspective.  Want to actually enter the top 1% instead of it being a far-fetched dream? Listen now. Show highlights include: How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20)  The “Compounding Yourself” secret for becoming wealthier than investments could ever even dream of making you (7:41)  Why the most successful financial advisors fail the most often (13:59)  How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven’t gotten there yet) (19:02)  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

If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.  But there has also never been more opportunity throughout all human history.  And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly responsible for the success of my business and every financial advisor’s business I’ve helped along the way.  Best part? You won’t hear any of this in your favorite guru, from finance school, or in any webinar you attend.  Listen now. Show highlights include: This quick litmus test reveals with near crystal clear certainty whether your business will succeed or fail (5:07)  The “D&D” game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43)  The “Funeral List” mindset trick to finally stop caring what others think (and how this makes your business’s bottom line skyrocket) (9:54)  How this 2 pains lesson from Jim Rohn helps you figure out whether you’re cut off for being a business owner or not (11:21)  Why you don’t need to be “valuable” in order to become stinkin’, filthy rich as a financial advisor (13:59)  How tactical thinking will slowly bankrupt your business (and the only proven way to guarantee long-term success) (18:59)  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 

Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.  Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.  But there’s a secret to reduce your prospective clients’ skepticism, earn their trust, and help them defy their own human nature.  And in this episode, I reveal this secret so you can profit wildly from it.  Listen now. Show highlights include: The simple, yet bulletproof method for reducing your prospects’ skepticism (and why this is even more important in the financial world than other industries) (4:29)  Gary Halbert’s “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38)  How to create an environment that reduces skepticism and speeds up the sales process (12:19)  This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here’s how to “disarm” this glitch) (13:58)  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

How would your business grow if you booked—and converted—as many appointments as you can possibly handle?  Well, I have good news:  In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part?  It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away from using this technique in your own financial advising business.  Listen now. Show highlights include: Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10)  The deceptively simple technique I’ve used to book thousands of appointments for myself and other financial advisors (5:13)  5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23)  How to double your conversions by simply adjusting your headline (13:20)  The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11)  How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)  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

Financial advisors aren’t typically the best marketers… But could you be a horrible marketer?  Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.  Why?  Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput.   Listen now. Show highlights include: The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24)  How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42)  The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34)  How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54)  How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40)  The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)  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 

There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.  How come?  Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable.  The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.  In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books!  Listen now. Show highlights include: Why studying your grandparents will grow your business more than reading another book on your favorite guru’s “Top 10 Business Books” list (4:44)  How to inherit business skills from your parents (even if they’re no longer here) (9:14)  The “Different Beliefs” secret to becoming more open-minded and successful (12:49)  The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01)  Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)  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 are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.  Worst part?  Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered.  In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank. Listen now. Show highlights include: 5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)  The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)  2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)  The single biggest LinkedIn mistake too many financial advisors commit (10:55)  How to get more referrals from your current clients without begging them (11:21)  The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)  The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)  How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45) 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