Episodes
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Direct mail is the most underratedâand most effectiveâway for financial advisors to get clients.
But⊠only if you know what goes into making a direct mail campaign successful.
Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.
In todayâs show, youâll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate.
Listen now.
Show highlights include:
The best direct mail call-to-action for financial advisors to maximize your response rate (2:08) The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33) Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57) The #1 ingredient any direct mail campaign must have to be successful (5:20) How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47) Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11) The simple âReceiptâ personalization trick that forces your recipients to open and read your letter (15:09) This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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Thereâs a secret ingredient thatâs missing from many advisorsâ marketing efforts. Perhaps even yours.
The problem is, this secret ingredient isnât sexy. It wonât make your marketing campaigns winners overnight. And it wonât flood your calendar with appointments from high-quality leads.
But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork.
So, whatâs this secret ingredient? And is it missing from your marketing?
Listen now to find the answer for both.
Show highlights include:
The one secret ingredient missing from almost every advisorsâ marketing that threatens your entire business (4:32) How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52) The âMarketing Seasonsâ method for predictably scaling your financial advice business (6:30) 2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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Episodes manquant?
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Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.
In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as âwake-up callsâ you need to hear.
Why?
Well, if you have any of these questions, it tells me youâre making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if youâre succeeding today).
In todayâs show, youâll discover what these 5 questions are and how to address them before they gobble up your business.
Listen now.
Show highlights include:
How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04) The âOther Personâs Worldâ secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03) Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04) How perfectionism steals more wealth from financial advisors than anything else (and why the âfire, then aimâ approach prevents this) (13:05) The counterintuitive way your current results stifle and suffocate explosive growth (18:47)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how Iâd market an advisor with $100,000 in capital.
And so, I wanted to give you the exact step-by-step framework Iâd use if I had an extra $100,000 to spare for an advisor.
Best part?
You donât need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to.
Listen now.
Show highlights include:
The first person you should hire in your financial advising business if you want to grow your business even faster (2:28) The absolute worst thing to delegate to someone else that can sow the seeds to your businessâs downfall (4:58) Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53) How to create and design a lead magnet that brings in business for years (7:35) How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to âmimicâ my results in your business) (11:38) The âNiche Credibilityâ secret for becoming wildly popular to your niche (18:45)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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/57M
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While I love when financial advisors read marketing books to level up their skillsâŠ
Most of the advice isnât just downright wrong for the financial industry, but it can have the opposite intended effect!
That means reading books like âThe E-Myth,â âWho Not How,â â$100M Offers,â and âBuilding A Story Brandâ can actually hurt your marketing, strangle your business, and breed resentment in your clients?
How?
I explain how this happens in todayâs episode.
Listen now.
Show highlights include:
Why reading books like âThe E-Mythâ & âWho Not Howâ can set your wealth back by years in your financial advice business (2:32) How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38) This is the single most lethal âmarketingâ strategy parroted by gurus that will instantly tank your bottom line (6:38) The psychological âEffort Heuristicâ secret that explains why taking longer to reach your clientâs goals makes them value you more (11:09)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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Iâm not the richest person in the world, but I have done well with my money.
Since youâre probably talking to your clients about their finances all day, I wanted to give you some âammoâ when talking to them.
In todayâs show, I reveal the 5 things Iâve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things Iâve done poorly with money (which, again, includes some things the typical financial advisor never considers).
Want to discover some âunusualâ ways to create (and destroy) wealth?
Listen now.
Show highlights include:
How the âjimmyâ the cost of your services to attract higher quality clients (3:07) Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17) Why investing in yourself almost always generates more revenue than even the best stocks (7:45) How to make more money in your financial advising business by simply upgrading your mattress (11:23) Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04) The biggest money-eating mistake parents make (19:26) This is the single best investment you can makeâaccording to Warren Buffet (20:54)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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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 therapyâor 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, youâll 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 youâre accidentally making your clients feel judged when you offer financial advice instead of supported (14:04) Why only doing ârevenue-generating activitiesâ is not only weird but foolish if you want to grow your business (14:38) The âCoddling Cocktailâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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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 todayâs 300th episode special, I reveal how to be successfulâstraight from a billionaireâs perspective.
Want to actually enter the top 1% instead of it being a far-fetched dream?
Listen now.
Show highlights include:
How reading this articleâand doing nothing elseâwill make you a more successful financial advisor than 99% of advisors (6:20) The âCompounding Yourselfâ 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 havenât 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, Iâll send you a collection of seven âobjection bustingâ 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
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If youâre 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, Iâm sharing some of the secrets which are directly responsible for the success of my business and every financial advisorâs business Iâve helped along the way.
Best part?
You wonât 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 âD&Dâ game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43) The âFuneral Listâ mindset trick to finally stop caring what others think (and how this makes your businessâs bottom line skyrocket) (9:54) How this 2 pains lesson from Jim Rohn helps you figure out whether youâre cut off for being a business owner or not (11:21) Why you donât need to be âvaluableâ in order to become stinkinâ, 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, Iâll send you a collection of seven âobjection bustingâ 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
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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 itâs no wonder finding high-quality clients feels impossible.
But thereâs a secret to reduce your prospective clientsâ 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 prospectsâ skepticism (and why this is even more important in the financial world than other industries) (4:29) Gary Halbertâs âlazyâ 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 âglitchâ of the human psyche explains why prospective clients are so skeptical to hire you (hereâs how to âdisarmâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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How would your business grow if you bookedâand convertedâas many appointments as you can possibly handle?
Well, I have good news:
In todayâs show, I reveal the exact technique Iâve used to book thousands of appointments for myself and other financial advisors.
Best part?
Itâs a deceptively simple, yet wildly effective 5-step method. And youâre 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 Iâve 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, Iâll send you a collection of seven âobjection bustingâ 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
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Financial advisors arenât 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 youâre a horrible marketer.
Why?
Because if youâre 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 âScientist Mindsetâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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There probably wonât be a bad book on your favorite guruâs âTop 10 Business Booksâ 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 âsecrets,â said in a slightly different way so theyâre 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 todayâs episode, Iâm revealing my top 3 unorthodox success tips youâve probably never heardâand you wonât 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 guruâs âTop 10 Business Booksâ list (4:44) How to inherit business skills from your parents (even if theyâre no longer here) (9:14) The âDifferent Beliefsâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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There are 5 major mistakes financial advisors make in their business that create âmoney leaks.â Growing your business filled with these âmoney leaksâ is like playing an already hard game on impossible mode.
Worst part?
Most financial advisors donât even realize money is seeping out of their business every day!
But donât worry - I got you covered.
In todayâs show, I share the 5 biggest âmoney leaksâ financial advice businesses haveâand reveal how to âplugâ 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 âplugâ them) (4:28) The âFUâ 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 âSTUBâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.
Why?
Well, outbound leads simply arenât 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 todayâs episode, youâll discover the 5 inbound marketing mistakes financial advisors commitâand how to avoid making these mistakes in your marketing.
Listen now.
Show highlights include:
How to attract higher quality leadsâat 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 youâre 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 âCommitment & Consistencyâ law of psychology that turns new leadsâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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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 isnât intentional. But advisors make the same marketing mistakes over and over again that Iâm questioning that statement.
Are you making any of these 10 specific marketing mistakes I reveal in this episode?
Thereâs 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 âreal worldâ 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 âElevator Musicâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?
Do you think youâd stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?
And if your business was healthier, do you think you could be a better parent and spouse?
If so, I have good news:
In todayâs show, Iâm revealing my top 3 favorite ways to attract wealthier clients. Just donât ignore it if it seems too simple.
Listen now.
Show highlights include:
Want a chance to âhang outâ with me and other advisors and ask any questions on your mind? Listen here⊠(1:44) The âRTTâ secret for attracting clients with a net worth so massive it almost intimidates you (3:50) How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29) Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44) The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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Most financial advisors arenât 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 todayâs show.
Worst part?
Thereâs a good chance your favorite marketing gurus recommend you follow these broken strategiesâand then blame you when you donât 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, Iâm sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead thatâs 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 âOpportunity Costâ 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 youâre not a world-class copywriter and donât have your offer completely dialed in) (12:17) The âBig Three Coldsâ that wreck your conversion rates without even realizing it (14:02) Why something as simple as leaving a voicemail with these âmagic wordsâ 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, Iâll send you a collection of seven âobjection bustingâ 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
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Iâm giving you a gift today:
Iâm sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this⊠But itâs something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.
Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to you instead of causing headaches.
Best part?
Since only a small pool of marketers know this, youâll instantly become leagues ahead of every financial advisor you consider a competitor.
Listen now.
Show highlights include:
The âPsychological Ventriloquismâ secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09) How to âhireâ your prospectâs brain and make their brains convince them that they need you as their financial advisor (3:59) The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22) How changing the way you ask questions can be the difference between landing three clients this month or none (8:42) 2 ways to use social media to âpre-sellâ prospects on you being the perfect advisor for them (10:56) How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01) 2 big mistakes when using âPsychological Ventriloquismâ that can make your ideal clients flee to your competitors (18:23)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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
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Iâve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigateâŠ
When I did, I found out the hard truth:
Most financial advisors whining about their imposter syndrome are misdiagnosing it. They donât actually have imposter syndrome, they just suck at their jobs.
This might not be your favorite thing to hear. But itâs true.
But donât worry. In todayâs show, Iâll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you donât.
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? Hereâs the hard truth⊠(3:28) 2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if youâre faking (3:48) Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40) Mark Twainâs secret for eliminating your worries (12:48) An instant solution if you always think youâre 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, Iâll send you a collection of seven âobjection bustingâ 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
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