Top Advisor Marketing Podcast

Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this:  Emotional intelligence is a muscle that you can train.

Are your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your business growth?

If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with. Or sitting through courses you don’t find valuable.  What if you could satisfy your continuing education requirements on your own terms, and with less time required?

If you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation.

While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.

As much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.

As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth.  Imagine you applied this exact same expertise to become more influential in your market…

Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think you’d see?

If you’re like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.

Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them.  What holds advisors back? Not knowing how to connect and build relationships with the younger generation.