Top Advisor Marketing Podcast

Are you asking for feedback from your clients? Probably. But are you asking for input?  One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.

Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn? That’s not a coincidence.

Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer?  Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.

Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner? Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.

Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.”  How do you push past perfectionism and publish anyway?

Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential.

David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.  No one was talking to the queer community about finances.

When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.

You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them.

You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?