Financial Advisor Marketing Podcast

Discover a counterintuitive approach to marketing that generates thousands of email subscribers, even if it raises eyebrows in the industry. The speaker shares how investing more per lead can actually boost profits. Learn strategies to streamline the hiring process for financial advisors and why understanding your business's economics is vital for growth. Find out the surprising power of direct mail in enhancing success and the mindset shift needed to achieve consistent prospecting goals.

Direct mail is the most underrated—and most effective—way for financial advisors to get clients. But… only if you know what goes into making a direct mail campaign successful. Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least. In today's show, you'll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate. Listen now. Show highlights include: The best direct mail call-to-action for financial advisors to maximize your response rate (2:08) The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33) Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57) The #1 ingredient any direct mail campaign must have to be successful (5:20) How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47) Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11) The simple "Receipt" personalization trick that forces your recipients to open and read your letter (15:09) This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

There's a secret ingredient that's missing from many advisors' marketing efforts. Perhaps even yours. The problem is, this secret ingredient isn't sexy. It won't make your marketing campaigns winners overnight. And it won't flood your calendar with appointments from high-quality leads. But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork. So, what's this secret ingredient? And is it missing from your marketing? Listen now to find the answer for both. Show highlights include: The one secret ingredient missing from almost every advisors' marketing that threatens your entire business (4:32) How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52) The "Marketing Seasons" method for predictably scaling your financial advice business (6:30) 2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

Discover the five critical marketing wake-up calls tailored for financial advisors. Find out how speaking directly to a specific audience can solve marketing hurdles. Uncover the ‘Other Person’s World’ secret to crafting engaging content that attracts quality appointments. Learn why unwarranted optimism can undermine your business and how perfectionism is costing you more wealth than you think. Lastly, grasp how your current success may actually hinder your potential for explosive growth.

During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I'd market an advisor with $100,000 in capital. And so, I wanted to give you the exact step-by-step framework I'd use if I had an extra $100,000 to spare for an advisor. Best part? You don't need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to. Listen now. Show highlights include: The first person you should hire in your financial advising business if you want to grow your business even faster (2:28) The absolute worst thing to delegate to someone else that can sow the seeds to your business's downfall (4:58) Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53) How to create and design a lead magnet that brings in business for years (7:35) How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to "mimic" my results in your business) (11:38) The "Niche Credibility" secret for becoming wildly popular to your niche (18:45) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M

Many popular marketing books can actually harm financial advisors, leading to confusion and client resentment. Strategies from well-known figures may sabotage an advisor's success if misapplied. The discussion highlights the importance of customizing marketing efforts to the unique challenges of the financial industry. It introduces the 'effort heuristic', emphasizing how the perceived value of comprehensive services outweighs quick solutions. Advisors are urged to focus on personalized service to build trust and effectively meet their clients' needs.

Discover unique insights on money management, including unconventional methods to attract quality clients. Learn why investing in yourself can outpace traditional stocks. The discussion reveals the surprising impact of simple lifestyle upgrades, like a better mattress, on financial satisfaction. It tackles common mistakes parents make with their finances and features a timeless investment tip that's often cited by Warren Buffet. Reflect on the balance between variable and fixed costs to achieve a fulfilling life.

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior. His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior. And you know what? A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all). Worst part? Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut. In this episode, you'll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them. Listen now. Show highlights include: Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here… (4:01) Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29) One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25) How you're accidentally making your clients feel judged when you offer financial advice instead of supported (14:04) Why only doing "revenue-generating activities" is not only weird but foolish if you want to grow your business (14:38) The "Coddling Cocktail" of factors that will shatter your dreams and business right in front of your face (18:35) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business. But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it. This is something nearly every billionaire has had to figure out. The good news is that in today's 300th episode special, I reveal how to be successful—straight from a billionaire's perspective. Want to actually enter the top 1% instead of it being a far-fetched dream? Listen now. Show highlights include: How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20) The "Compounding Yourself" secret for becoming wealthier than investments could ever even dream of making you (7:41) Why the most successful financial advisors fail the most often (13:59) How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven't gotten there yet) (19:02) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

If you're a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can. But there has also never been more opportunity throughout all human history. And since I want you to become the single most successful financial advisor you can be, I'm sharing some of the secrets which are directly responsible for the success of my business and every financial advisor's business I've helped along the way. Best part? You won't hear any of this in your favorite guru, from finance school, or in any webinar you attend. Listen now. Show highlights include: This quick litmus test reveals with near crystal clear certainty whether your business will succeed or fail (5:07) The "D&D" game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43) The "Funeral List" mindset trick to finally stop caring what others think (and how this makes your business's bottom line skyrocket) (9:54) How this 2 pains lesson from Jim Rohn helps you figure out whether you're cut off for being a business owner or not (11:21) Why you don't need to be "valuable" in order to become stinkin', filthy rich as a financial advisor (13:59) How tactical thinking will slowly bankrupt your business (and the only proven way to guarantee long-term success) (18:59) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT