Financial Advisor Marketing Podcast

As a financial advisor, you often have your clients' livelihood in your hands. But as a client to a financial advisor, it almost never feels like this. Why? Simply put, most financial advisors don't understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you'll never be able to impact your clients' and prospective clients' wealth generation as you otherwise would. That's the bad news. The good news? In this episode, financial advisor and behavioral economist, Dave Yeske, joins me to reveal how you can use psychology to better serve your clients. Listen now. Show highlights include: The "2 people" secret from psychologist Stuart Heller that helps you unlock better results for your clients (3:08) Why reading this book written by two economists will boost your success in your financial advising business more than perhaps anything else (5:07) How small incremental changes in your clients' financial habits create ripple waves of wealth compared to massive changes (7:55) The simple "Financial Satisfaction Survey" technique to turn cold prospects into red hot clients by checking a few boxes (11:14) Why asking open-ended questions is the single greatest "sales skill" you can learn (12:39) 4 words to say to prospective clients that makes them salivate about the idea of working with you (15:10) The powerful "Connect the Dots" method for making it almost impossible for your clients to ignore your financial advice (18:42) How to become the most trusted and referred financial advisor in your market by acting like a peacock (24:47) Why "ignoring" someone after they tell you bad news comforts them more than trying to rationalize it (and how this helps you turn clients into lifetime loyalists) (29:32) 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

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you'll burn potential prospects forever, wasting countless hours of your time, money, and sanity. That's the bad news. The good news? If you know how, It's easy to generate clients on demand via LinkedIn. If you know how. Question is, how do you do it, especially after changes to LinkedIn's algorithm? In this episode, I reveal exactly how to get your content in front of more people on LinkedIn. If you ever wanted to take notes from a podcast, then this is the one to do it. Listen now. Show highlights include: Bag a couple more clients by stealing these 20 free social media post ideas specifically tailored for financial advisors (1:11) The simple way to earn more and work less by 10xing your lead generation efforts (2:00) Worried about changes to LinkedIn's algorithm? Here's how to "position" yourself to stay front and center of your dream client (3:05) Why thinking "Just post, post, post, get your content out there!" is an excellent way to never be seen (and get a client) from LinkedIn (4:55) How to "pre-qualify" prospects on auto-pilot (and eliminate 95% of the manual grunt work you normally do on sales calls) (6:08) The "amplification" strategy to consistently boost your posts in front of your target market on LinkedIn (9:30) How to sneakily build trust, credibility, and rapport immediately after you've just done a LinkedIn Connection Campaign (10:29) The scientifically proven way to boost the chances of your prospect seeing your next post by a whopping 85% (11:46) 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

New year new me, right? Everyone says that, but let's be honest, who actually does anything about it? Well, on today's podcast, I'm going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You're probably sick of me saying this, but… Number 1 — Get an email autoresponder! Now, I'm not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you'll be able to find clients easier, and have more of them. In this episode, I reveal exactly how to work less, and earn more in 2023. Listen now. Show highlights include: 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10) The "Law of Large Numbers" secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15) How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of "MTMM" (5:12) The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57) HateDon't like "chasing" prospects? Here's a strategy to get them to raise their hands, say they're interested, and chase you insteaddown automatically (9:20) The "stranger on an airplane" secret to attract potential clients to you like a magnet (16:13) 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

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I'm in, I'm also in several mastermind groups for business owners. My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success. That's the bad news. The good news? Once you know what these mistakes are, it's easy to reverse them and unlock more wealth than you thought possible. The best news? In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them. Listen now. Show highlights include: Why a scarcity mindset "costs" you more wealth than going out and buying outlandish material goods (3:22) How Eve fell into the sneaky "Serpent Trap" in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22) The instant "10x Happiness" mindset shift that increases your joy by tenfold—at the bare minimum! (6:56) The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13) How not believing in yourself can actually magnetizes success towards you (11:52) Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08) 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 a massive gap between what financial advisors think they're doing and what clients perceive they're getting. That's why many financial advisors lose clients even when they help them make money. Here's the thing… There's no right or wrong when it comes to perception. And your clients' perception of you and your services mean more than the amount of wealth you build for them. That's the bad news. The good news? Well, it's pretty simple to create a better perception of your services in your clients' minds. Especially after tuning into this episode. In this episode, you'll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this). Listen now. Show highlights include: The insidious "Call Reluctance" trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24) Why your clients might secretly hate you (and how to "ethically force" them to love you) (5:04) How to make your clients happier and more prosperous by using the "Seatbelt Secret" (7:33) The "Tie It" Technique for instantly helping your clients see the value you're providing them (10:54) How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24) The deadly "Curse of Knowledge" mistake that can make even your most successful clients want to cancel (13:12) 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 don't charge enough for one of two reasons: Either their marketing machine isn't up to snuff. Or they don't feel comfortable with charging higher prices. But here's the thing: Charging more not only helps you attract better clients, but it also helps you serve your current clients better. In other words, charging more is the single best way to improve every aspect of your marketing and business. In this episode, you'll discover why charging higher prices is the best marketing "hack" you can do. And I reveal simple mindset tweaks which help you feel okay with charging more. Listen now before inflation eats more of your life savings. Show highlights include: How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23) Why high prices are often the best qualification tool in your marketing toolbox (5:01) The weird way charging your clients too little can cause violent outbursts (7:39) The "Overbooked Airplane" method for making your clients thank you for charging them more (10:20) The "UVP" marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22) How spending more money on silly material items automatically attracts higher quality clients (16:36) 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 have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you'll lose all of your clients overnight. Of course, this never actually happens. But it still feels real inside our brains. Well, that's why I recorded this episode. Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients. Listen now. Show highlights include: The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16) Why adding more "value" to your offers doesn't mean you can charge more (5:16) The "Contrast Trick" which lets you charge double (or even triple) what you're charging today (6:38) How to charge 76.6% more for your offers by simply going to your office (9:15) The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43) The subtle "discount" mindset shift which helps you feel comfortable with charging higher prices (18:37) 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 are 16 main personality types. And while each personality type offers different advantages and disadvantages, there's a trend for which personality types make the most money and enjoy the most success. For example, having an "S" marker in the Myer Briggs personality test is the most common. But it's also the most lethal for your success as a business owner and financial advisor. In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality. Listen now. Show highlights include: The absolute worst personality type to succeed as a financial advisor (and how to change it if it's your personality) (2:48) The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39) How to radically transform your financial advising business by using the "MMS" secret (7:32) The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31) How to turn your personality type into an unfair advantage (even if your personality type isn't as likely to become a millionaire) (16:27) 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

Here's a cold, hard fact of life: Most people retire almost as broke as they were when they entered the world. Why? Well, there are several reasons. But none is more lethal than "Projection Bias." It doesn't just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth. But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients', wealth. Listen now. Show highlights include: Why decamillionaires don't make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34) The "40% Secret" only the wealthiest people in the world know about and leverage (2:58) How being the dumbest person in the room is a cheat code for wealth creation (4:47) The insidious "Projection Bias" trap which results in most people retiring broke (even smart and successful financial advisors) (5:40) Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41) How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14) How to improve every aspect of your marketing by acting like a child (15:32) 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 not making as much in your business as you'd like, I have some humbling news for you: You're letting your ego sabotage you! Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. But you know what? You don't have to give into your ego. In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about. Listen now. Show highlights include: Puff Daddy's "Ego Secret" responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53) Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37) How your ego tricks you into mutilating your wealth (without even realizing it) (5:59) The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18) Why hiring a marketing agency slowly cripples your growth (even if they're making you more money) (12:57) 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 yoru 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