Financial Advisor Marketing Podcast

Let's face it you're not as successful as you want to be yet. And you're probably worried you won't get the success you know you deserve. Time to make sure you're the advisor who'll become wealthy, happy and fulfilled. How? There's 5 core signs all great up advisors share. In this episode, you'll find out exactly what these 5 signs are and how you can implement them for yourself. Want to have absolute certainty you'll be successful? Listen now! Show highlights include: The marketing system you'll profit from for the next 10 years. (5:00) What the world's best salesman says about other people's opinions. (8:30) The only opinions you should listen to besides your own. (9:51) One forgotten book many successful people read and love. (14:21) Why "be yourself" can torch your reputation and scare off clients. (17:35) 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

If you're wildly ambitious, an above-average income won't cut it. While normal people would hate you for it, there's no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you've always wanted? It won't happen unless you join the elite advisors who clear multiple six figures each year. Fortunately, there's a plan for you to get there. It's all laid out in this episode. Ready to multiply your income and leave the losers behind? Listen now! Show highlights include: How to multiply your revenue with a single decision. (1:53) Why putting more on your to-do list kills your productivity and happiness. (7:55) Why your competitors close the clients you do free work for. (14:00) The "always on" marketing asset 99% of advisors make no money from. (16:50) How to reach leads who pretend to be "out of office". (20:58) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

You've probably made some bad emotional decisions in your life. Whether you bought something you couldn't afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food. But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working. If you're ready for a better business and life, listen to this episode now. Show highlights include: 2 emotions that can wreck any business completely. (6:30) The unconscious emotions that make you work for free. (14:27) How you can avoid being a broke advisor. (16:24) Why making tons of money to prove someone wrong will leave you heart broken. (21:30) 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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Many successful businesspeople will tell you to get a mentor. And maybe you've been looking for someone to take you under their wing, to help you become who you need to be. But what if that's a waste of time? What if listening to a mentor doesn't get you where you want to be? In this episode, you'll find out who to listen to and whose advice to ignore. That way, you'll only get the best advice from the right experts. Stop letting bad advice ruin your business. Listen now! Show highlights include: One common piece of advice successful people don't even follow themselves. (5:48) The one thing no mentor can ever teach you (but you absolutely need). (7:07) "Unsexy" ways wealthy people build successful businesses. (12:20) Why you should never ask successful people to pick their brains. (14:39) The most valuable thing a mentor can give you– in 30 seconds. (16:17) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

The most common questions financial advisors ask themselves are "How can I get more clients?", "How can I get more money?" and "How can I have more free time?". You've probably noticed those don't help you reach your goals. That's because sales and marketing doesn't work that way. With that mindset, your content will be ignored, your clients jump ship and prospects never reply. Bob Burg knows the real questions you should be asking and how you can turn them into massive sales success and more leads from referrals than you can handle. Ready to find out the right questions to ask and transform your business? Listen now! Show highlights include: The "law of value" that determines your true worth to clients—this is the root cause of all marketing problems. (4:25) 3 things to increase in your business—profit isn't one of them. (8:40) How to give more than you take without being a doormat. (18:30) What most prospects don't understand—and how to attract the "dream clients" you really want. (21:35) Step nr. 1 to become the most valuable financial advisor. (23:43) 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. Find out more about Bob's Endless Referrals here: https://EndlessReferrals.com 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You're probably worried. Clients could abandon you. "closed" leads might not come through anymore. You may even need a desk job soon. All of that's scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis. In a few years time, you'll look back at this. Will you remember giving up on your goals? Or will you remember massive growth and transformation? If you want to thrive while your competition crumbles, listen to this episode now. Show highlights include: How to keep clients from running away in a bear market (you won't like this answer, but you need it). (3:53) The 4 simple activities you're probably not doing that could save your business. (6:12) 2 ways to "prep" your business to thrive in any crisis (you can build them in a few days). (6:54) How to "fireproof" your business so you never panic in a bear market again. (8:40) Why you already know how to profit from this crisis, but aren't using those skills. (8:12) 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. 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

As a financial advisor heading out on your own, you've got a lot of obstacles in your way: Skeptical prospects, competition, overwhelm, the list goes on. But none of these things can slaughter your business as fast as the enemy we'll talk about today. This enemy has the power to keep you from ever living your dream—but if you turn him into your ally, you'll become effective beyond your own belief and blow right past the biggest goals you've set. In this episode, you'll find out who hat enemy is, how to shield yourself from it and make it work for you. Ready to defeat your biggest enemy and free yourself from any limitations you might feel right now? Listen now! Show highlights include: Why you should change the lightbulbs in your bedroom if you want to perform better. (7:48) How slowing down and taking less action makes you more successful in the long-term. (11:21) The 4 (painful) phases of gaining success in any field—and why not to look for step-by-step advice. (16:25) The only 2 things that make you money (hard work is not one of them). (19:23) 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 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You're probably a knowledgeable, effective and trustworthy financial advisor. You know you'll take good care of your clients' capital. But even with all your skills, you can't afford to be boring. If talking to you feels like a chore, no client will want to stay with you and prospects will start checking their email on calls with you. If you want clients to come to you, stay with you and refer you, you've got to become at least somewhat fun, friendly and entertaining. The good news: You don't have to become a stand-up comedian or start wearing funny outfits. In this episode, you'll find out how to stop being boring and become the financial advisor clients love interacting with. Listen now and have more fun in business! Show highlights include: How to do better marketing by giving way less "value" than anyone else. (8:07) Why you should educate your prospects, but keep most of the information from them. (11:55) Is "giving value" undermining your business? How well-meaning help cannibalizes your own business without making a penny. (13:58) Be less boring: The easy way to become entertaining without creating more content. (16:30) 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 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

Most financial advisors are good at their craft, but aren't great at generating leads and turning them into clients. There's one sweet-sounding alternative to generating leads: Buying them. But buying leads won't jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up and lower your income–even if you make a buck or two in the short-term. In this episode, you'll find out the 4 reasons why buying leads is bad for your business–and how to actually get the leads you need to build the business you want. Ready to stop being a nobody and become a trusted advisor serving grateful clients? Listen now! Show highlights include: Why buying leads puts you in the passenger seat of your own business. (7:20) What bank robbers can teach you about lead generation. (9:25) 2 ways lead generation companies will screw you–even if they're "nice" people. (12:40) Why you won't find millionaires on lead lists—and where to find them. (18:13) How "fake millionnaires" can clog up your schedule, burn your money and ruin your business. (19:07) 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 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Organization is no sexy topic. But it's essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying. If you're not organized, you'll lose prospects, repel your clients and never feel the freedom you became an advisor for. The good news is you don't have to become obsessive and micromanage everything. But baseline organization is essential for your success. In this episode, you'll find out about the biggest mistakes to avoid and how to fix them so you can become more productive and enjoy more free time–without sacrificing business success. Ready to beat your competition without spending more on advertising? Listen now! Show highlights include: What to put onto your desk for maximum productivity–and why you'll never get anything done otherwise. (5:05) The one software that helps you make more money and frees up hours every week (15:17) Why email is robbing you of your productivity—and how to eliminate most of it with a few clicks. (19:52) How to invest a few hours to turn yourself into a sales machine—with nothing but a software you already have. (21:22) 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 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html