Financial Advisor Marketing Podcast

Designing A Lifestyle Advisor Practice You probably didn't start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want. And that can be your reality. Your business doesn't have to be a low-paying job with a terrible boss. In this episode, you'll find out how to build an advisor practice that gives you the exact lifestyle you want. Ready to break free? Listen now! Show highlights include: If you want to reduce your work hours, this 8 word sentence will set you free. (5:19) How to screen for clients who'll boost your business instead of clogging up your schedule. (7:07) Dangerous lies most financial advisors tell themselves about their business. (14:20) Feel stuck in business? Get clarity on these 3 things by picking a niche. (16:22) How many clients do you really need? Here's the definitive answer.. (18:17) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren't as great as they sound. If you're not careful, referrals will kill your business and have you searching for a new job. But you don't have to give up referral marketing. You can build a sustainable financial advisor business with referral marketing strategies—as long as you don't depend on them. If you're in this for the long haul, listen now! Show highlights include: Why referrals should never be your only marketing strategy—unless you want your business to crash and burn. (4:48) The biggest disadvantage of referrals—and how to avoid it. (5:01) Why the most successful advisors turn down referrals. (6:02) How to get better referrals without begging and pleading. (7:56) If someone tells you about their referral-only business, throw all of their advice in the trash. (11:04) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

You've heard all the business mantras, listened to every sales guru and read books rich people recommend. But even though you know the exact steps to build the life you want, you're not living it yet. That's probably because of limiting beliefs. These toxic thoughts erode even the best success mindset and keep you stuck until you defeat them. Today, you'll find out how to kill a limiting belief and replace it with a mindset that guides you towards success again and again. Want to end the constant struggle and create the outcomes you really want? Listen now! Show highlights include: How Jeff Bezos' thinking makes him rich while most people stay average. (2:58) The way too simple method to "solve" neediness forever. (5:39) Why hard work and honesty won't make you tons of money, no matter what Instagram gurus tell you. (8:13) Dumb beliefs that keep advisors poor. (10:31) How to quadruple your rates without losing clients. (14:15) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

If you want more clients, you need more prospects. But if you're talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom. The truth is: You need fewer prospects than you might think to live your dream life. In this episode, you'll find out exactly how many prospects you need to build the business even your clients could only dream of. Ready to stop blindly chasing leads and build a business you actually like? Listen now! Show highlights include: Why spending $10k is better for your business than spending $100. (5:03) The crucial difference between a qualified prospect and a poor tire kicker hellbent on wasting your time. (10:31) The unshakeable confidence you get from 100 of these names will do 1000x times more for your practice than a bunch of "leads" (13:30) Why "quality over quantity" makes you less successful. (17:08) Why wild west gold diggers were better at marketing than your favorite guru. (17:43) The slightly "woo-woo" mindset that magnetizes leads, prospects and clients. (19:45) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you're a regular listener of this show, you've probably had a question pop into your head while listening. In this episode, James answers questions from listeners, a privilege usually reserved for Inner Circle subscribers. Want to learn more about James, get business-boosting advice and get your question answered? Listen now! Show highlights include: Is Dave Ramsey's new program dangerous? (2:55) How to make your follow-up succeed without being annoying. (4:42) The blood-sucking type of SEO agency you should run away from. (10:24) The only metric you should use to decide if you should invest in an online course. (15:13) Don't follow any marketing "guru" until you've listened to these 4 reclusive copywriters. (16:11) LinkedIn request acceptance is going down. Here's how much you should be getting. (18:09) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You spend a lot of time communicating with prospects, clients and business partners. And if you're like most advisors, you get ignored at least half of the time. It's not because people hate you. They just hate all the sales & marketing techniques "experts" sell you. Clients want you to do something else. In this episode, you'll find out how to supercharge your communication. That way, you won't get ignored nearly as often, get more prospects and lose less clients. Ready to talk to people the way they want to? Listen now! Show highlights include: Why you shouldn't use technologies invented after 1995 to talk to clients. (10:31) The surprising medium 71% of older clients prefer. (11:35) Never market on this social network unless you also cut your lawn with scissors. (14:13) Ask about this first or lose the prospect. (17:21) Why financial results matter less than this simple thing you do every day. (17:42) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You'll make more money serving wealthy people than any other clients. But if you've never met a millionaire, you probably don't even know where to start meeting them. But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective marketing. In this episode, you'll find out how to put this into practice and close the rich people you want as clients. Ready to stop settling for ordinary clients and work with rich people? Listen now! Show highlights include: Why your richest clients won't drive Lamborghinis, wear gold chains or invite you to their yacht (and how to spot real millionaires). (6:27) What millionaires really pay for (a custom-made suit won't convince them). (9:23) Use this common sales technique on rich people and you'll be escorted out by security. (11:16) Everybody bores affluent investors with stock market graphs. Use this long-term strategy instead and beat your lazy competitors. (13:01) How "SSCCR" ruins your prospecting efforts before you ever touch the phone. (14:16) Why copy & paste marketing templates repel high net worth leads. (21:24) These overlooked statistics show: Most millionaires want your services! (24:34) 7068 millionaires might be looking for a financial advisor right now. Will you do the honors? (26:49) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow? You can't. Sure, "gurus" out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds. The truth is: There's no effortless way to succeed as a financial advisor. But you can use leverage, scale and systems to generate leads, close clients and minimize your work hours. In this episode, you'll find out exactly how to build the business you want instead of slaving away at work that gets you nowhere. Listen now! Show highlights include: If you're cold-calling, emailing or going to networking events, your marketing isn't good enough. Here's why. (11:14) How to eliminate prospecting and reach thousands of people with a few hours of work. (12:10) If you're smart enough to not believe in overnight success, build these 4 marketing assets now. (13:43) How a video with 6 views can make you rich. (14:11) Why a single blog article, YouTube video or podcast episode is worthless. (15:51) If you want to make it in the long-term, you have to build these two things right now. (17:40) How to make "passive income" as a financial advisor. (22:31) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

In normal times, it's easy to go to the office, do your work and go home. But we're not living in normal times. Clients want to liquidate assets. People are scared to invest. The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you'll see opportunity where others hunker down. Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business. Show highlights include: Advisors who throw in the towel skip these 4 "mental preparation" habits. Ignore them and you might be on a job board soon. (4:03) Why the best financial advisors are NOT in the investing or financial planning business. (6:55) Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41) A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31) 3 crippling thoughts you can banish instantly by writing them down. (21:20) If you can't answer "yes" to this question, you might be missing your clients' biggest cash reserves. (34:08) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Chasing clients sucks. If your skeptical prospects object at every word you say, you'll not only stay broke, you'll also hate your work. The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they'll even come to you on autopilot (never make a cold call again). This might sound impossible, but it's what all the rich advisors do. In this episode, you'll find out how they make pre-sold leads come to them. Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now! Show highlights include: How to get faster results with inbound marketing. (4:35) The most important to link on your website—this tiny change can multiply your results. (11:30) How to write content that gets you ranked on Google and convinces prospects. (13:12) The exact amount of keywords to focus on for more Google traffic. (21:30) How one advisor "infiltrated" corporate executive suites with his content. (29:49) An overlooked traffic strategy that also starts profitable relationships for you. (33:24) Why NOT to do cold outreach, no matter what gurus tell you. (36:56) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html