Financial Advisor Marketing Podcast

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche. Why? Well, many believe that Christians aren't as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you're a fellow Christian. That's why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche. Listen now. Show highlights include: Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20) How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03) The counterintuitive way "Faith-dumping" on prospective Chrsitian clients can repel them away (11:15) How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25) The ad copy trick for calling out your intended audience without offending them or breaking Facebook's rules (27:31) The sneaky "Image Secret" for ads so you only attract your ideal clients (29:35) How productizing your financial advising services can double the amount of clients you can serve (34:17) If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/ Need help getting more clients as a financial advisor? I created a free, 47-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 ignore Gen Z thinking they don't have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don't start getting ahead of this trend now, you might find yourself without a business in 10-15 years. That's the bad news. The good news? In this episode, Ben Phillips from North Coast Asset Management and host of the Gen Z and Friends podcast, joins me to reveal how to market to Gen Z (without coming across as a cringy Gen Xer). Listen now. Show highlights include: How to tap into a segment of the population that has over $100 million in buying power (that most financial advisors ignore) (4:20) The one social media platform that 95% of Gen Z and millennials use almost daily (4:42) The "Four C's" approach for marketing to Gen Z that makes them salivate about the idea of working with you (8:51) Why pandering to Gen Z by making cringy TikTok dances repels them away instead of attracting them (and how to stop pandering) (16:23) The counterintuitive way offline events work better for landing Gen Z clients than online ones (18:51) Why bashing crypto as dumb today is a surefire way to evaporate your sales pipeline and business 10 years from now (23:40) If you'd like to connect with Ben on social media, you can find him on Instagram here: https://www.instagram.com/bensbullsandbears/ and LinkedIn here: https://www.linkedin.com/in/benphillips5/ Need help getting more clients as a financial advisor? I created a free, 47-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 I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it? Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely. That ends today. In this episode, I'm revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days. Best part? You'll be able to do the same once you realize how simple it is. Listen now. Show highlights include: The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05) Legendary marketer Gary Halbert's "starving crowd" secret for becoming the #1 financial advisor in your market (1:30) Why "swiping" from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19) The "Today and Tomorrow" technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50) The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08) Need help getting more clients as a financial advisor? I created a free, 47-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

YouTube is one of the most lucrative and effective marketing strategies for financial advisors. Why? Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients. No other social media is half as powerful as YouTube. And no financial advisor knows the ins and outs of YouTube like Dave Zoller from Streamline My Practice. In this episode, Dave shares how to grow your account from 0 to thousands of subscribers, how to get people to sign up for your services after watching your videos, and why YouTube is the single best marketing channel for financial advisors. Listen now. Show highlights include: The only 5 ways financial advisors can grow their business (and how to pick the one that skyrockets your growth the fastest) (3:31) How being a financial expert actually hinders your marketing engine and stifles your growth (6:49) Why you won't land many appointments from your YouTube videos (and the "micro-ask" trick to reverse this) (9:39) How to start making high-quality and valuable YouTube videos that grow your business using nothing more than your iPhone (17:52) How to get YouTube to pay you to bring your ideal clients to you (21:15) The weird way writing a few sentences on LinkedIn can morph into 261,000 YouTube views (31:22) If you'd like to learn more about Dave Zoller and how he uses YouTube to grow his financial advising business, sign up for his email list at https://streamlinemypractice.com. Need help getting more clients as a financial advisor? I created a free, 47-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

Without improving your goal-setting skills, you'll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it's also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer. Well, I have good news on that front: In today's episode, Mando Sallavanti, a young advisor who's already enjoyed more success and wealth than most financial advisors ever enjoy, joins me. He reveals how he set goals that took him from making $360 in three months to building a six-figure advising business. And you know what? It's probably much simpler than you're currently making it. Listen now. Show highlights include: How changing your environment can magically unlock pent up demand for your services and surge you with new clients (3:21) The 3 "bedside questions" every human asks themselves (and how understanding this gives you a license to print money as a financial advisor) (5:07) The bizarre way having an athletic background is a cheat code for becoming a successful financial advisor (6:57) The "making a friend' approach to sales that nukes the pressure you feel and makes your prospective client drool (8:41) Why planning your wild financial goals around giving all but guarantees you'll meet—and exceed—them in half the time you otherwise would have (10:22) How simply thinking about your craziest goals and ambitions enchants your subconscious to achieve them for you (15:07) The wicked way the people closest to you start despising you as you become successful (and how to handle this without sabotaging your success) (17:32) One question to ask yourself as your alarm shoves you out of sleep that forces you to surpass even your wildest dreams (21:41) How looking like a dummy in front of your clients actually makes them more willing to pick you instead of another financial advisor (25:12) Disclaimer: Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Want to connect with Mando? You can find him on LinkedIn here: https://www.linkedin.com/in/sallavanti/ or on Facebook here: https://www.facebook.com/armandosallavantiMMGP/. Need help getting more clients as a financial advisor? I created a free, 47-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 receive advice for marketing their business that's mediocre at best and can cripple your most cherished relationships at worst. But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you'll start to hate your job too. Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him. And you know what? They'll work for you too. Listen now. Show highlights include: How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04) Why engineers make the worst clients for financial advisors (even though they're intelligent and wealthy) (7:02) The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52) How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23) Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02) How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47) How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21) Need help getting more clients as a financial advisor? I created a free, 47-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 nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don't buy my products or coaching. Why? Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague. Now, financial advisors with a victim mentality won't even hit play on this episode. But I recorded this episode for you—if you sometimes slip into a victim mentality, and want to eradicate it before it sabotages your joy, business, and life. In this episode, you'll discover why a victim mentality is lethal, how to obliterate it, and why you should fire any client that's infected by it. Listen now. Show highlights include: The insidious and widespread mindset that plagues financial advisors and strangles their wealth, health, and happiness (1:35) How having even one client infected by a victim mentality can make your business go belly up (3:28) The tragic, yet motivating news story that instantly nukes your victim mentality for good (7:49) Making less than $150k per year as a financial advisor? You can't afford to miss this… (9:29) 5 signs you may have a victim mentality (and how to reverse them before misery and poverty consume your world) (14:16) Want to find out how healthy you really are? Head to Stevyn's site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz Need help getting more clients as a financial advisor? I created a free, 47-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

As a financial advisor, there may be one aspect to your "financial health" that you're completely neglecting. In fact, most financial advisors don't even consider it a part of their finances, but it trumps all other forms of finances. What is it, you ask? Your health! Not only will improving your health lead to better financial health (for you and your clients), but it's also one of the best ways to ramp up your referrals and grow your business. In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health. Listen now. Show highlights include: The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18) How becoming healthier can actually magnetize your dream clients to you (5:38) The sneakiest (and most effective) business growth hack for financial advisors (7:31) 4 smoking gun signs that you're on the road towards heart disease, diabetes, and cancer (8:31) The "take out the trash" trick for keeping your stress levels low (even when you're overwhelmed) (12:41) How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14) Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19) How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25) Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37) The "Great 8" secret for simplifying and improving almost every aspect of your health (38:49) Want to find out how healthy you really are? Head to Stevyn's site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz Need help getting more clients as a financial advisor? I created a free, 47-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 can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can't do the same for themselves. Why? Well, first and foremost, it comes down to an inability to listen and take action. That's why you're stuck—you overthink and under-act. In this episode, you'll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving. Listen now. Show highlights include: The single most prominent characteristic of financial advisors who underachieve (4:25) Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23) The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11) How to get as much as a 194% return on investment (or more) every time you invest in this "hidden" investment (12:33) Need help getting more clients as a financial advisor? I created a free, 47-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

You've heard me say before that email marketing is the #1 most effective appointment-setting strategy I've ever seen for financial advisors. But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed. Well, here's the good news: In this episode, I reveal the simplest and most effective way you can grow your email list as a financial advisor. And you'll also discover why you don't need thousands of email subscribers to make money from email marketing. Listen now. Show highlights include: How an email list both magnetizes your ideal clients while also repelling your worst clients away (1:33) Why buying a list of emails interested in your financial services is the fastest way to sabotage your results from email marketing (3:29) How to use email to land 2 new clients a month (without writing a new email every day) (3:56) The almost-too-simple way to "ethically force" your ideal clients to join your email list and read your emails (5:36) How not investing in yourself and your business causes deep psychological damage to you that can put you out of business (7:14) How to generate 190 new email subscribers in a day (without breaking the bank) (9:30) The dirty "N-word" which helps you generate more revenue by having less subscribers on your email list (15:33) Need help getting more clients as a financial advisor? I created a free, 47-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