1min snip

Advisor Marketing Made Simple cover image

Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)

Advisor Marketing Made Simple

NOTE

Listen to the Pain Points

Identifying and understanding client pain points is crucial for effective engagement in the advisory business. Advisors should actively listen to clients during initial phone calls, asking them about their challenges or unanswered questions that prompted their outreach. This requires attention to detail in how clients articulate their concerns and may necessitate follow-up questions for clarity. Specific pain points often include complexities surrounding taxes and retirement, particularly during the withdrawal phase of life. Many clients who have previously excelled in saving money find this phase challenging, highlighting the shift from saving to managing withdrawals as a significant issue.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode