Financial Advisor Marketing Podcast

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

If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.  Why?  Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.  On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.  But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.  In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.  Listen now. Show highlights include: How to attract higher quality leads—at a fat 61% discount (2:00)  Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50)  The biggest mistake you’re making on your Thank You Pages that sabotage your sales (9:22)  3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02)  The “Commitment & Consistency” law of psychology that turns new leads’ unconscious mind into your sales intern (12:26) Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)  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

Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.  Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.  Are you making any of these 10 specific marketing mistakes I reveal in this episode?  There’s only one way to find out: Listen now. Show highlights include: How to become the go-to expert in your market (even if most advisors never reach this status) (2:34)  3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06)  How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)    The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22)  Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26)  Why using jargon in your website copy scares your best clients to your competitor (14:12)  How to simplify your messaging (without dumbing it down) (14:36)  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 how to elevate your client base with strategies aimed at attracting high-net-worth individuals. Learn the 'RTT' secret that draws in affluent clients, and why fostering relationships with local professionals can yield incredible ROI. Find out how a well-designed infographic can dramatically increase your visibility. Plus, explore the surprising advantage of a longer sales cycle in appealing to wealthy investors. Unlock the potential for a healthier business and a more balanced personal life!

Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show.  Worst part? There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t get the results they promised.  And you know what?  There are easier, more effective, and more profitable marketing strategies for financial advisors.  In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable.  Listen now. Show highlights include: Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27)  The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40)  How to make direct mail work for your business (even if you’re not a world-class copywriter and don’t have your offer completely dialed in) (12:17)  The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02)  Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31)  How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24) 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 

Unlock the marketing secret of 'Psychological Ventriloquism' to enhance client attraction. Learn how subtle cues can shape prospects' perceptions, making them feel they need your services. Discover the impact of effective questioning and storytelling in landing clients. Uncover how Big Pharma's tactics can fill your calendar and tips for leveraging social media to pre-sell yourself. Plus, daily emails can attract higher-quality clients without the hassle of daily writing. Avoid common mistakes that may send prospects fleeing to your competitors!

I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…  When I did, I found out the hard truth:  Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs.  This might not be your favorite thing to hear. But it’s true. But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t. Listen now. Show highlights include: How labeling yourself can conspire forces against you (instead of helping you) (1:33)  Why do so many financial advisors think they have imposter syndrome? Here’s the hard truth… (3:28)   2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you’re faking (3:48)  Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40)  Mark Twain’s secret for eliminating your worries (12:48)  An instant solution if you always think you’re going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)  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 struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others.  The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract.  Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you.  In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective.  Listen now. Show highlights include: How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38)  The truth about why marketing and sales books don’t work for financial advisors (1:16)  How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26)  Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51)  The almost too obvious way to build genuine trust with your target audience (12:04) This book is the single best wealth creation machine for financial advisors that I’ve ever come across (15:10)  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 often find themselves their own worst enemies when it comes to achieving goals. The podcast reveals a hidden addiction that sabotages success and freedom. Listeners learn that relentless grinding can distract from true achievements. It also discusses why achieving goals can feel counterproductive and highlights common mistakes in online advertising. Fear of success and identity obstacles are explored, emphasizing that awareness and discipline are essential for breaking through barriers.