Financial Advisor Marketing Podcast

If you want to improve, you need to know what you're bad at and how to do it better. But in business, your strengths and weaknesses aren't always clear—you don't know why a client left, a prospect ghosted you or a referral source dried up. In reality, you can fix this easily with feedback from the people you serve. They'll tell you exactly what you could do better—and sometimes even how you could do it better. In this episode, Julie Littlechild stops by to help you gather more feedback and turn it into actions that grow your business. Ready to leave behind confusion and know exactly how you can take your business to the next level? Listen now! Show highlights include: The biggest trend for financial advisors that helps you multiply the value you provide… without multiplying your work! (4:16) How to find out exactly which feedback questions to ask for maximum clarity and results (don't ask any question before you figure this out). (8:26) How timing can give you a tiny trickle of referrals—or a massive flood! (18:19) When to avoid and ignore feedback. (21:15) 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 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals? If you tend to fall short of your goals, don't worry. The truth is: Most financial advisors don't reach their goals. There's a simple reason for this—and if you don't usually reach your goals, you'll find out the only way you can ever change that today. In this episode, you'll discover the truth about reaching your goals and the only way you'll ever make them a reality. Ready to respect yourself again and become who you know you can be? Listen now! Show highlights include: Why not finding clients is not a big deal–and what to think about instead. (7:57) The two things you need to ask yourself to completely transform your life. (8:50) One characteristic all losers share—if you share this one behavior, you'll never ever be successful. (12:51) Exactly what to do when you're at rock bottom with your business and life in shambles. (15:05) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You've probably heard about content marketing before while researching marketing strategies to bring in more clients. But one big problem is: Many entrepreneurs create content just to create content—NOT because it's actually useful. The real way to do content marketing that works is by creating useful content that helps your target market and actually gets you more appointments. How? In this episode, you'll find out 3 tips that'll make you the advisor who magnetizes clients and have leads pour in rather than chasing people. Listen now! Show highlights include: Why NEVER to talk about stock market events in your email content. (2:37) How "turning into Yoda" helps you attract more clients and makes them feel like heroes for working with you. (7:55) Why creating free content should cost you a lot of money. (15:52) Worried about prospects not reading your content? Here's why most readers dropping out is a good thing. (19:20) 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/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you could sum up every financial advisor's dream state of their business, it would probably sound something like this: "Make more money in less time". The easiest way to do that is to get someone else to do some of your work for you. Today, Danielle Cuomo stops by to teach you all about how to leverage virtual assistants and free up time for what's really important. No to-do list, productivity book or time management system will ever free up more time than having someone else help you out. Ready to focus on what you like to do? Listen now! Show highlights include: How to get all the benefits of having an employee—without worrying about the paperwork and workload or having someone come into your office. (4:42) Why hiring entry-level or "learning on the job" assistants can create more work for you, not less. 3 things you can outsource right now to free up your time ASAP. (14:38) The first step you need to take when hiring a VA—before even thinking about tasks to outsource. (19:50) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn't work if your clients and prospects abandon you because you made mistakes you don't even know about. If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead. In this episode, you'll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term. Ready to become a financial advisor clients love? Listen now! Show highlights include: The one question you should answer to get better results for less work. (4:56) Why new advisors with a small book of business have the advantage in the client-game. (7:19) How to educate your clients so they work with you perfectly. (11:13) Why 34% of clients fire their financial advisors. (15:47) 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-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

If you're a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you. But if you've tried to find a niche, you've probably realized: It's not as easy to find people who have enough money to invest and aren't already bombarded with emails, phone calls, letters and postcards by your competitors. In this episode, you'll hear about one niche that's mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time. Ready to remove yourself from most of the competition and earn more money faster? Listen now and become THE financial advisor for this uncontested, lucrative market! Show highlights include: How to snowball content as simple as a social media or blog post into a well-paying client. (10:22) The one market you should never target—unless you want people and government agencies to hate you. (12:50) Why getting new clients isn't your best course of action if you're not doing this one important thing. (17:05) How losing one client takes away more than whatever they would've paid you. (18:04) 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 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays. You want to do what you enjoy, spend time with friends and family and feel free. And this can be your reality—if you know how to defeat stress. In today's episode, Dr. Jack Singer shows you how. You'll find out how to reduce stress from your life and enjoy the freedom you deserve for your hard work—and what to do when you're stressed to relax quickly and enjoy your life again. Ready to break free from stress? Listen now! Show highlights include: Why financial advisors are just like professional athletes—and how you can use a sports psychologist's blueprint to "unlock" peak performance and eliminate doubt and stress. (2:49) The little-known secret of how your thoughts can make your clients desert you or run towards you. (8:35) How "eustress" is different from harmful stress–and how to seek out one and avoid the other. (15:11) How to take better care of yourself to reduce disease and stress. (19:03) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Whether 2019 was your first year as a financial advisor or your tenth year, you're probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life. But for that to become reality, you need the right attitude, goals and knowledge. In this episode, you'll find out exactly how you'll make 2020 the best year of your life. Listen now to make sure you don't look back at 2020 with regrets, but conclude that you've done everything you could. Show highlights include: Why traffic is the easiest part of marketing. (7:08) The goal-setting exercise that helps you reach goals 10x bigger than whatever you're struggling for right now. (8:20) How a stopwatch can make you a more productive financial advisor. (15:52) If you can't explain your goals to a 6-year old, they're useless. Here's why. (17:11) 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/seo-for-financial-advisors.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've been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won't cut it. Because the best, richest and happiest financial advisors have raving fans. And in this episode, you'll find out exactly how to create those fans. Ready to leave behind average clients and have raving fans that refer you to their friends? Listen now! Show highlights include: How to create "immeasurable value" so you can get measurable results in your bank account. (6:40) The two companies to study if you want to serve your clients better. (7:33) If you can accomplish these two steps, you'll always be outperforming your competition. (11:08) Two signs you should fire a client or hang up the phone on a prospect. (19:33) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you've ever researched how you can market your business, you've probably stumbled across Facebook for marketing. Some advisors love it, others hate it. But there's one big problem with Facebook for financial advisors. And if you ignore this problem, you won't attract clients. You might have a lot of "likes", but you won't end up with a flush bank account. Listen to this episode if you're ready to hear the truth about Facebook marketing for financial advisors—and how to really attract clients. Show highlights include: How a financial advisor ruined his business with highly effective Facebook marketing. (7:15) The one thing to make sure whenever you think about a marketing channel. (8:48) How you could buy a $10,000 client for $150. (14:06) Why even the best Facebook strategies might be useless soon. (17:12) 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 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html