Financial Advisor Marketing Podcast

We're officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before. But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today's guest, Mark Willis, knows how to do this. Besides building a thriving 700+ member community, he also serves over 1,000 clients in his financial advising business. In today's show, Mark shares his best-kept secrets with you, so you can double your wealth, impact, and legacy by this time next year. Listen now. Show highlights include: The "SCORE" secret for growing your financial business faster by borrowing wisdom from retired executives (5:33) How to leverage what Mark refers to as "the best form of marketing he can possibly imagine" (7:24) How you can bypass both space and time with this coveted marketing medium and only meet with prospects who are already pre-sold on working with you (9:18) The "SAM" method for creating addictive content that primes your audience to only want to work with you (11:42) Why this "MSS" framework helps you create content for prospects at every stage of the buyer's journey (without boring any one person) (14:31) The ultimate cheat code for generating content, being a thought leader, building a following, strengthening your client relationships, and building the best SEO in the universe (15:53) How to give someone the chance to hang out with you for 50 hours before they ever meet you (and how this fast tracks your business's growth) (20:36) The "Halo Effect" that gives you celebrity-like influence in your niche (23:23) How to become a better and wealthier financial advisor by hanging out in your garage (40:16) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you're creating content, but aren't treating your content like any other asset… I guarantee you're working too hard for not enough money. Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it. That's why I invited Jonathan Rivera, founder of The Podcast Factory, onto today's show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come. In today's show, you'll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more. Listen now. Show highlights include: The "Servant First" mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04) How a podcast can turn you into the "Joe Rogan" of your industry and unlock an avalanche of impact with your target market (4:50) The best type of content marketing to pre-sell your target audience so they're ready to hire you before they schedule a call (7:23) How to turn your driest, most boring content into cold, hard cash (11:04) The "K-Cup" secret for podcasting that boosts your search results and turns listeners into clients (14:12) The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09) The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52) Why taking big, scary risks in your content—even if they're gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13) Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There's no shortage of marketing "experts" who are confident they know what they're talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I'm tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you've swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the "more traffic equals more clients" marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a "scale fail," but you don't have to abandon it completely. Here's how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can't "build it and they will come." And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Inner Circle members often ask me whether or not financial advisors can have multiple niches. The answer? Not only can you have multiple niches, but it's easier (and more profitable) than you probably think. And you know what? Since someone booked a $2,500, 30-minute consultation with me this week about this topic, I'll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you'll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less). Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37) The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16) Why ugly as sin landing pages actually convert higher than pretty ones (5:51) The "Pepperoni Pizza" rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37) The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11) Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08) How to personalize your emails in a way that makes your competitors completely irrelevant (13:47) The "multi-niche" formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39) Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working. Well, not only is this possible, but it's the only proven route to growing both your business and your freedom. Of course, you can't literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it. Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on "easy mode." In this episode, you'll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it's easier than you probably think. Listen now. Show highlights include: How to ethically build a team of "marketing interns" you never have to pay, micromanage, or even replace (1:06) The 5 "Treasure Trove" marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36) How to build relationships at scale with a personal touch and add an extra zero to your business's bottom line (2:05) The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15) The "Marketing Rental Property" secret that spits cash into your pockets without you even lifting a finger (6:54) How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10) The "GAR" content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor wants to get more done in less time. But this is an impossible task if you don't spend your time productively. There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance. That's why I'm answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you'll also discover how to minimize the impact distractions have on your productivity. Want to grow your business by becoming more productive? Listen now. Show highlights include: The "Capture Everything" secret for staying productive even when life happens and your workload constantly changes (3:31) How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02) The "CPE" method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41) Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55) How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55) How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30) Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55) How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm

Most people, including most financial advisors, are weak. They claim they're wealthy but have maxed out credit cards. They're afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. That's the bad news. The good news? Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong. The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help. In this episode, you'll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America. Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46) The "Vital Few" mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25) Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24) Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54) How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. Today's guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who's able to sell his business for a profit rather than closing it down for nothing. Besides selling his coffee shop and opening up a financial advising agency with his wife, he's also guided a successful rebrand for his advising business (without sacrificing his business). In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it. Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35) How the "Infinite Banking" concept gives you more access to cash (even if most financial advisors write it off) (3:50) Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34) The "Rhythms" secret for growing your business (without sacrificing time with your family) (11:28) The one overlooked "skill" many financial advisors lack that means more to your clients than a wall full of certifications (12:44) The simple "STILL Method" for mastering marketing, finances, and even physical fitness (17:01) How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29) 3 key steps to consider when rebranding your business so you don't make time-devouring mistakes (41:30) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

70% of financial advisors who clear over 7-figures per year have something in common: They have a niche, which gives them "expert" status in their market's minds and makes scaling to 7-figures (and beyond) a cakewalk. So, why don't more financial advisors niche down? Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a "niche" that only includes 10 people. But don't worry. Niching is easier than you think, especially after you listen to this episode. In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year. Listen now. Show highlights include: How to "flip" a prospective client's objection that money isn't important to earn a client for life (2:55) Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13) How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn't work) (5:14) Want to triple or quadruple your annual income this year? Here's the simple, yet effective way to do this (5:39) The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27) Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43) The "Layering" technique for picking a niche where almost no competition exists (and where you can play the marketing game on "easy mode") (10:52) The "Obvious" approach to picking a niche that's profitable, fun, and unlocks a surge of eager clients (15:02) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they'll take another prospect call instead of spending the afternoon with their son. But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it's probably because they aren't making enough money–or because they haven't created a marketing plan that aligns with their unique personality, business and lifestyle goals. In this episode, you'll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too. Listen now. Show highlights include: The insidious "Altar of Convenience" trap financial advisors fall into which makes their family split at the seams (0:43) How to build a business that doesn't rely on sacrificing time with your children (without worrying about going bankrupt) (1:18) The "Nike Approach" to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38) The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39) Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11) How to spellbind your ideal clients and "ethically force" them to become your client by simply thinking strategically (14:47) Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28) The 3 questions you must answer so your business doesn't morph into a time-devouring, family-ruining monster (17:26) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html