Financial Advisor Marketing Podcast

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Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.

In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.

Why?

Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today).

In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business.

Listen now.

Show highlights include:

How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04)
The “Other Person’s World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03)
Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04)
How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this) (13:05)
The counterintuitive way your current results stifle and suffocate explosive growth (18:47)

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

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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:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M

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While I love when financial advisors read marketing books to level up their skills…

Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!

That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients?

How?

I explain how this happens in today’s episode.

Listen now.

Show highlights include:

Why reading books like “The E-Myth” & “Who Not How” can set your wealth back by years in your financial advice business (2:32)
How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38)
This is the single most lethal “marketing” strategy parroted by gurus that will instantly tank your bottom line (6:38)
The psychological “Effort Heuristic” secret that explains why taking longer to reach your client’s goals makes them value you more (11:09)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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I’m not the richest person in the world, but I have done well with my money.

Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.

In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers).

Want to discover some “unusual” ways to create (and destroy) wealth?

Listen now.

Show highlights include:

How the “jimmy” the cost of your services to attract higher quality clients (3:07)
Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17)
Why investing in yourself almost always generates more revenue than even the best stocks (7:45)
How to make more money in your financial advising business by simply upgrading your mattress (11:23)
Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04)
The biggest money-eating mistake parents make (19:26)
This is the single best investment you can make—according to Warren Buffet (20:54)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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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:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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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:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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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:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.

Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.

But there’s a secret to reduce your prospective clients’ skepticism, earn their trust, and help them defy their own human nature.

And in this episode, I reveal this secret so you can profit wildly from it.

Listen now.

Show highlights include:

The simple, yet bulletproof method for reducing your prospects’ skepticism (and why this is even more important in the financial world than other industries) (4:29)
Gary Halbert’s “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38)
How to create an environment that reduces skepticism and speeds up the sales process (12:19)
This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here’s how to “disarm” this glitch) (13:58)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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How would your business grow if you booked—and converted—as many appointments as you can possibly handle?

Well, I have good news:

In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors.

Best part?

It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away from using this technique in your own financial advising business.

Listen now.

Show highlights include:

Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10)
The deceptively simple technique I’ve used to book thousands of appointments for myself and other financial advisors (5:13)
5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23)
How to double your conversions by simply adjusting your headline (13:20)
The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11)
How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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Financial advisors aren’t typically the best marketers… But could you be a horrible marketer?

Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.

Why?

Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput.

Listen now.

Show highlights include:

The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24)
How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42)
The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34)
How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54)
How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40)
The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.

How come?

Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable.

The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.

In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books!

Listen now.

Show highlights include:

Why studying your grandparents will grow your business more than reading another book on your favorite guru’s “Top 10 Business Books” list (4:44)
How to inherit business skills from your parents (even if they’re no longer here) (9:14)
The “Different Beliefs” secret to becoming more open-minded and successful (12:49)
The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01)
Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.

Worst part?

Most financial advisors don’t even realize money is seeping out of their business every day!

But don’t worry - I got you covered.

In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank.

Listen now.

Show highlights include:

5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)
The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)
2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)
The single biggest LinkedIn mistake too many financial advisors commit (10:55)
How to get more referrals from your current clients without begging them (11:21)
The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)
The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)
How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.

Why?

Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.

On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.

But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.

In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.

Listen now.

Show highlights include:

How to attract higher quality leads—at a fat 61% discount (2:00)
Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50)
The biggest mistake you’re making on your Thank You Pages that sabotage your sales (9:22)
3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02)
The “Commitment & Consistency” law of psychology that turns new leads’ unconscious mind into your sales intern (12:26)
Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.

Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.

Are you making any of these 10 specific marketing mistakes I reveal in this episode?

There’s only one way to find out:

Listen now.

Show highlights include:

How to become the go-to expert in your market (even if most advisors never reach this status) (2:34)
3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06)
How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)
The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22)
Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26)
Why using jargon in your website copy scares your best clients to your competitor (14:12)
How to simplify your messaging (without dumbing it down) (14:36)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?

Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?

And if your business was healthier, do you think you could be a better parent and spouse?

If so, I have good news:

In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple.

Listen now.

Show highlights include:

Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here… (1:44)
The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50)
How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29)
Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44)
The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show.

Worst part?

There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t get the results they promised.

And you know what?

There are easier, more effective, and more profitable marketing strategies for financial advisors.

In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable.

Listen now.

Show highlights include:

Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27)
The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40)
How to make direct mail work for your business (even if you’re not a world-class copywriter and don’t have your offer completely dialed in) (12:17)
The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02)
Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31)
How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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I’m giving you a gift today:

I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.

Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to you instead of causing headaches.

Best part?

Since only a small pool of marketers know this, you’ll instantly become leagues ahead of every financial advisor you consider a competitor.

Listen now.

Show highlights include:

The “Psychological Ventriloquism” secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09)
How to “hire” your prospect’s brain and make their brains convince them that they need you as their financial advisor (3:59)
The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22)
How changing the way you ask questions can be the difference between landing three clients this month or none (8:42)
2 ways to use social media to “pre-sell” prospects on you being the perfect advisor for them (10:56)
How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01)
2 big mistakes when using “Psychological Ventriloquism” that can make your ideal clients flee to your competitors (18:23)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…

When I did, I found out the hard truth:

Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs.

This might not be your favorite thing to hear. But it’s true.

But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t.

Listen now.

Show highlights include:

How labeling yourself can conspire forces against you (instead of helping you) (1:33)
Why do so many financial advisors think they have imposter syndrome? Here’s the hard truth… (3:28)
2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you’re faking (3:48)
Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40)
Mark Twain’s secret for eliminating your worries (12:48)
An instant solution if you always think you’re going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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If you’re struggling to build trust with prospects and clients, then I have some harsh news for you:

Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others.

The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract.

Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you.

In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective.

Listen now.

Show highlights include:

How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38)
The truth about why marketing and sales books don’t work for financial advisors (1:16)
How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26)
Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51)
The almost too obvious way to build genuine trust with your target audience (12:04)
This book is the single best wealth creation machine for financial advisors that I’ve ever come across (15:10)

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

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I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals.

Why?

Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if you don’t do something about it soon, it will devour your freedom—both financial and personal.

But you know what?

Like with any addiction, awareness is the first step. And after listening to today’s show, you won’t be able to use that excuse anymore.

Ready to learn the cold, hard truth about why you’re not accomplishing your goals?

Listen now.

Show highlights include:

This audiobook reveals exactly why you make bad decisions (and prevents you from making bad decisions in the future) (0:40)
The nastiest addiction financial advisors have that threatens their business, influence, and bank account (4:23)
Why constantly achieving your goals can actually prevent you from the destination you’re striving for (5:12)
How enjoying “the grind” makes it all but impossible to stop grinding (unless you want your business to suffocate) (6:43)
Are you making this mistake when running online ads? Most financial advisors do… Here’s how to tell if you are (14:49)
4 reasons why financial advisors fear success (16:50)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes.

Because here’s the thing…

While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you’ve been in the business or how many clients you currently have.

Best part?

While these mistakes can bubble underneath the surface, they’re also easy to fix.

In today’s show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.

Not only does this alleviate your worries, but it can also grow your business.

Listen now.

Show highlights include:

How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06)
Why seasoned financial advisors feel the “sting” of this marketing mistake more than brand new ones (3:13)
The “new client” trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01)
How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08)
Why outsourcing your website or email copy can make your dream clients run away from you (12:29)
How to “borrow” credibility, trust, and even clients from other professionals (13:49)

Since you listen to this podcast, I want to give you a gift:

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up.

For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard and generate no returns.

In fact, after having thousands of discussions with new financial advisors, I’ve found that there are 7 specific mistakes new advisors make that sabotage their marketing results.

In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them.

If you’re a new advisor, you can’t afford to skip this episode. But even if you’re a seasoned advisor, there’s still a chance you’re making one of these 7 mistakes.

Listen now.

Show highlights include:

Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53)
How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53)
Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46)
How your friends and family limit your growth potential (even if they don’t intend to) (10:22)
Failing to understand THIS makes it nearly impossible for you to succeed (11:15)
Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27)
The “Stretch You” secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31)
The insidious “Do More” trap new financial advisors fall into that keeps them broke and unstuck (17:10)

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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing.

Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line.

But most financial advisors aren’t even aware of these five elements.

In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want.

Listen now.

Show highlights include:

Why studying landing pages and websites from the best marketers can actually make yours worse (1:44)
How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25)
The “Try Enough” marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08)
The insidious “Three Feet From Gold” trap financial advisors’ marketing campaigns fall into that devours your ROI (4:47)
Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05)
3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51)
The exact amount of time you should let your winning ads run for (12:30)
How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00)
Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24)

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.

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I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created.

How did I do it?

Well, I did the exact opposite of what most financial advisors do when building their own lead magnets.

For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclusive. And I even charge for it instead of giving it away for free.

In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business.

Listen now.

Show highlights include:

How paying more for your leads (instead of less) generates more revenue for your business (0:49)
Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48)
The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14)
How making yourself less available makes you more attractive to your best prospective clients (4:30)
Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20)
The $1 secret for turning your current lead magnets into actual client-getting machines (8:51)
How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15)
Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20)
The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31)

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.

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Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.

False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive.

But nothing will sink your business faster than being busy all day.

Busy is not productive. And productivity is not busy.

They are completely opposed to each other in every single way.

That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life.

You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you.

Listen now.

Show highlights include:

Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05)
How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58)
The “Time Boxing” method for accomplishing double the work in half of the time you’d normally take (5:59)
Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22)
2 types of breaks that skyrocket your productivity levels throughout the day (10:06)
The weird “Sparkling Trash Can” secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15)

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.

Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale…

There’s a big, fat problem with niche marketing:

It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling.

In fact, it’s the exact opposite: Choosing a niche, then earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries.

That’s why, in this episode, I’m revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years).

Listen now.

Show highlights include:

How to actually build trust with potential clients (even if the financial advice industry is one of the least trusted professional industries) (0:31)
Why typical sales and marketing books don’t work for financial advisors (even though they work in other industries) (1:42)
Where the “riches are in the niches” advice marketing zealots pump into you falls flat and can even hurt your business (3:03)
How to become the trusted figure in your niche—and why it will takes years, not months or weeks (3:21)
Why appearing as a generalist instead of being a specialist is a better strategy for growing your business (even though it’s harder) (5:38)
How to build an entire financial advice business around the “Generalist-Specialist” method that gets you clients today and years down the road (6:34)
The slower, more methodical, and more effective “Behind-the-scenes” secret for building a wildly profitable niche (9:15)

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.

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There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:

A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years.

So, how do you market to this wave of future retirees to win their trust and their business?

In today’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor.

Listen now.

Show highlights include:

Why it is the greatest time in American history to help people transition into retirement (0:52)
5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08)
Can you market to retirees on LinkedIn? Here’s my contrarian strategy to try… (4:46)
How to “layer” retirees into sub niches that makes them think of you as their dream advisor (6:38)
Why online ads are the single best way to reach retirees (even if they don’t use social media as much as younger folks) (7:46)
The best (and worst) words to use for people over the age of 65 (9:06)
The “Selling Against Type” sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07)

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.

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The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds.

And there are three key things that will rule the future of financial advice.

Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years.

So, what are the three things that will rule the future of financial advice?

In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes.

Listen now.

Show highlights include:

The almost-too-simple “human centered advice” secret for thriving as a financial advisor in the next couple of years (1:25)
Why an uptight and super professional “About Me” page on your website scares wealthy clients away (3:05)
How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30)
Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07)
How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48)

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.

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Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy!

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode.

Want to grow your business the lazy way?

Listen now.

Show highlights include:

How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00)
The simplest, yet most effective formula financial advisors can use to land more clients (4:03)
The only 2 numbers that matter for the success of your financial advising business (4:28)
Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48)
The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02)
3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16)
How to double your conversion rate without headaches, frustration, or lucrative investments (11:43)
The lazy way to grow your business faster than 90% of financial advisors (12:37)

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.

If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.

For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

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There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.

But there’s one tiny problem with this…

None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.

That’s the bad news.

The good news?

In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.

Listen now.

Show highlights include:

You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)
The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)
The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)
Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)
How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)
The top 4 marketing channels that high growth financial advisors use (19:14)

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.

I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.

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Most financial advisors believe that there’s a one-size-fits-all solution to marketing.

Not only is this true, but it’s dangerous.

Why?

Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.

In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths.

Listen now.

Show highlights include:

How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20)
The weird “psychic energy” secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19)
The most neglected, yet effective marketing channel most financial advisors ignore (11:15)
Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24)
3 “hidden” ways to follow up with prospects to actually turn them into paying clients (13:52)
The “Angel Investor” method for turning your online ads into a repeatable and scalable marketing strategy (14:43)
Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51)
How “Repulsion Marketing” where you dissuade people from working with you limits your headaches while growing your bottom line (19:38)

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.

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As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.

The same is true for learning from other advisors’ successes too.

That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group.

Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode.

Listen now.

Show highlights include:

How simply being a good friend can fill your calendar with highly qualified appointments (4:38)
The “4M Motivations” each of your clients will have (and how to uncover their motivations before they even do) (10:48)
How to prepare your clients for downturns in the market so they can take advantage of them (12:27)
The “for” question that calms your clients’ anxious and worried minds in an instant (even when their investments keep losing value) (14:22)
This one controversial phrase ethically forces your clients to trust you even when you’re losing them money (17:13)
How the overlooked “their world” marketing strategy can improve the success of every marketing campaign you run (21:12)
The single most important “skill” for determining your long-term success and wealth (32:17)
Here’s the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03)

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 learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/

Do you have a teenager or know one? Head to Elliot’s non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/

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Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.

But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success.

Don’t believe me?

Well, in today’s show, I’m sharing 3 simple and realistic marketing strategies you can start using today to add $100,000 of revenue to your business within the next 365 days.

Want to see how simple marketing can be when you peel back all the unnecessary complexity?

Listen now.

Show highlights include:

The bizarre reason American advisors have a harder time achieving success than other countries (2:45)
Why adding an extra $100k to your bottom line is actually simpler than you think (4:46)
The exact number of appointments you need each month to add an extra $100k to your business (it’s smaller than you think) (6:55)
How to add an extra 200 people to your LinkedIn connections every month (without spending all day on LinkedIn) (11:07)
Is your website generating 119,000 visitors in three months? If not, drop everything you’re doing and listen to this… (12:15)
A few real life examples that show you how powerful—and profitable—building multiple marketing strategies can be (14:58)

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.

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Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.

Why don’t they ask?

Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year.

That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets.

Want to grow your client base in the easiest and most reliable way possible?

Listen now.

Show highlights include:

How to double your referrals this year (even though it’s never been harder to reach interested prospects) (3:38)
Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58)
Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54)
The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51)
How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42)
Use this 7-word phrase whenever you’re in a tricky sales situation to position yourself as the expert authority (14:49)
How asking this simple question can land you your largest client by the end of the year (20:55)
The advanced “Double Readership Path” copywriting trick for transforming your website into an appointment-setting machine (27:35)

Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.

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.

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There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors.

It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when they try to buy my Inner Circle Newsletter.

But here’s the silver lining if you’re a financial advisor up to your ears in debt:

It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode.

Want to turn your social media posts into client-getting machines?

Listen now.

Show highlights include:

How simply knowing your audience can triple your webinar attendees almost overnight (6:23)
This weird “Open Rate” trick for email marketing can help you land more clients by trying to get lower open rates (9:11)
The single biggest social media mistake financial advisors make which makes your ideal clients physically nauseous (9:49)
Why disobeying this “law of marketing” on social media magnetizes your ideal clients to your calendar (11:24)
Most financial advisors completely neglect this obvious approach to marketing… Here’s how to avoid making this costly mistake (12:10)
The “Two-Way Street” secret for posting engaging social media posts that actually fill up your calendar (14:32)
How to make LinkedIn help you grow your influence every time you’re at the doctor’s office or waiting in line (16:41)

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.

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Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again.

That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode.

If your marketing doesn’t keep your sales pipeline filled to the brim or help you unlock financial freedom, you’re probably making one of the several mistakes I reveal in this episode.

Want to grow your business so rapidly it doesn't seem real?

Listen now.

Show highlights include:

The insidious “Marketing Sugar Crashes” trap financial advisors fall into which makes it almost impossible to achieve true financial freedom (0:54)
How being busy prevents you from being productive and building real wealth through your business (2:07)
Why blindly believing marketing gurus enslaves you to your business (and how to make your business work for your lifestyle instead) (5:42)
The single most important piece of marketing advice I can give to financial advisors (6:27)
How adding several marketing strategies to your marketing plan actually saves you time (even if you’re dreading more marketing mediums) (6:58)
The easiest way to give yourself a pay raise by the end of this week (8:25)
Why “Probabilistic Thinking” can double, triple, or quadruple your conversion rates overnight (without changing anything else in your marketing strategy) (14:53)
How to set a cascade of abundance that you never thought possible into motion from your marketing within the next 7 days (17:47)

Need help crafting an email marketing strategy for your business that keeps your calendar full and your wallet fuller? I'm offering one-on-one intensives for financial advisors where I’ll help you build your email marketing from scratch. But it’s not cheap. If you're interested, you can book your spot here: https://theadvisorcoach.com/intensive.

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.

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I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.

At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT.

Why?

Well, most financial advisors suffer from what Charlie Munger called “mental bias.” This disease is so strong in the financial advisor industry that a financial advisor still in college but who isn’t afraid of AI can run laps around you as soon as they graduate.

After using AI for more than 12 months, I’ve also discovered what it’s best—and worst—at.

In this episode, you’ll discover how to use AI to transform your financial advising business. And you’ll get a much-needed reminder that it’s time to start using AI.

Listen now.

Show highlights include:

A cool way to use AI that has absolutely nothing to do with financial advising or marketing but will improve the quality of your life (1:43)
Why trying to do too many marketing tactics scares away your best clients (5:50)
The insidious “mental bias” most financial advisors have that keeps you stuck in mediocrity (6:46)
How to quickly save at least $20,000 per year by simply using AI (8:39)
Why simply paying more attention to your money can drown you in spoils (9:24)
How using ChatGPT to edit your copy makes it less persuasive than the original (even if you’re not a copywriter) (11:51)
A simple little ChatGPT trick to improve your writing without sacrificing your time or persuasion (12:40)
The wrong way to prompt ChatGPT to do your bidding… and the best way to prompt ChatGPT to do your bidding (16:15)

I even wrote a little PDF called how financial advisors can get clients with artificial intelligence. If you want to download that you can grab it at the advisor coach.com/ai.

83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan

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.

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I’m acting like a mad scientist in this episode:

I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test.

Why?

Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have.

But more importantly, there are many financial advisors who shy away from their true personality because they don’t realize it gives them a bona fide competitive edge.

Plus, you’ll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it.

Listen now.

Show highlights include:

The most important attribute on the HEXACO personality test (4:08)
How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32)
Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46)
The weird reason financial advisors who can’t tolerate physical pain aren’t as successful on average (11:57)
The equally weird reason anxious financial advisors are more success on average (13:05)
Why public speaking is a “force multiplier” for the growth of any financial advisor (16:23)
The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53)

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.

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Some people are fish. And other people are birds.

But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim.

The point?

Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, instead of embracing it.

Why?

Well, financial advisors shy away from their personality because they don’t think it’ll unlock more business success. But this isn’t true. In fact, by embracing your personality, not only will you improve your business, but you’ll increase your daily happiness too.

That’s why I’m explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around.

Listen now.

Show highlights include:

Why personality-based marketing not only increases your results, but also skyrockets your happiness (1:43)
How Jeff Bezos’s physics failure can jack up the success of every marketing campaign you try (2:57)
Why ignoring or abandoning your weaknesses unlocks an unfair advantage against your competitors (6:49)
The single best personality test for building your financial advising business and improving your marketing (7:49)
How tweaking your business to better fit your strongest personality traits makes it impossible for your clients to leave you (and how to do this for all 6 personality traits) (12:23)
The fatal flaw of relying on a single marketing channel that puts your entire business at risk (16:03)
The “Pollard Principle” which explains why promoting internally usually backfires on you (23:56)

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.

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A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle.

Why?

Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients.

If you don’t fix these 7 mistakes, you will struggle to get clients forever. Sounds harsh, but it’s true.

The good news is, if you listen to—and implement—everything in today’s episode, you’ll never starve for clients again.

Listen now.

Show highlights include:

The “inversion” secret that twists your failures into raging success stories (1:01)
Survey finds 83% of financial advisors are hypocrites… Find out if you’re one here: (1:43)
Why only relying on outbound marketing makes your business slowly wither into oblivion (7:27)
The “MMS” philosophy for marketing that keeps the appointments rolling in (7:57)
How building a “Marketing Asset” brings in consistent cash flow like a high-paying dividend (9:48)
The single biggest mistake financial advisors make when picking a niche that forever stunts their growth (11:34)
How traditional lead gen companies subtly cripple your business from the inside out (12:40)
The “Charlie Sheen” secret for making your competitors utterly irrelevant (13:45)
4 ingredients for creating an infectious value proposition that your ideal clients can’t resist (only 26% of Baron’s Top 100 even do this!) (17:10)
How changing a few words in your vocabulary can be the difference between landing a new client or watching them slip through your fingers (18:4I love 5)

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.

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Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account.

If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it.

But don’t worry. I’m here to save you from boneheaded marketing decisions when you’re on a shoestring budget.

In today’s episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name.

Listen now.

Show highlights include:

The raw, unfiltered truth about why you can’t make 6 or 7 figures as a financial advisor (2:57)
How your deathbed can turn you into a world-class marketer—almost overnight (5:01)
Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50)
The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21)
Can’t seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43)
How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11)

Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.

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.

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Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you.

But most financial advisors don’t leverage psychological principles in their marketing because they don’t know how powerful they are.

That’s why, in this episode, I’m revealing 5 of my favorite, little-known psychological principles that have built my business, and can supercharge your marketing.

Listen now.

Show highlights include:

How to use evolutionary history to land higher quality appointments and clients (1:14)
Why using your emails to build unity instead of giving stock market forecast predictions helps you set appointments on autopilot (2:07)
The “Social Identity Theory” secret that gives you an unfair advantage that other advisors simply cannot copy (2:49)
How to embed a deep sense of liking in your prospective clients psyches that subconsciously makes them want to hire you (5:22)
3 factors which give you instant credibility in prospective clients’ eyes (even if you’re not as credible as your competitors) (5:56)
Why covering your office walls with corny motivational posters can make your clients invest more with you (13:42)

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.

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Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created.

But there’s a problem…

Most financial advisors don’t know the first thing about content marketing! They get duped by content marketing agencies into creating short-form content that lands them unserious clients. They listen to flat-out wrong advice on the most effective forms of content marketing. And the result is, financial advisors get burned out from trying ineffective content marketing strategies.

Well, that ends when you listen to this episode. Not only do I peel back the curtains on my own personal content marketing strategy, but I also reveal the 7 biggest lies financial advisors believe about content marketing.

Ready to use content marketing to actually grow your business?

Listen now.

Show highlights include:

The #1 reason why financial advisors fail to get results with content marketing (5:13)
Why begging prospective clients to hire another financial advisor can land you more appointments this month than you’ve gotten all last year (5:32)
The most dangerous content marketing advice that financial advisors fall victim to all the time (7:26)
Why picking one content marketing channel and going all in is a surefire way to land no clients (and why a multi-channel approach leads to more clients) (9:00)
Thinking about relying on AI to pump out all your content? Here’s why this will backfire on you and your business (10:08)
The counterintuitive reason why focusing on short-form content fills your client roster with the absolute worst type of clients (and how long-form content repels these “goldfish clients” away from your business) (11:10)

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.

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We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor.

Why?

Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business’s revenue ceiling.

There are certain types of people you will naturally create more wealth for. They’ll implement your advice quicker. And they’ll be better clients for you.

So, why would you risk your relationships with the right kind of clients to focus on the worst type of clients?

You wouldn’t, and yet, that’s what you do when you try to please everyone.

In today’s show, I’m giving you permission to stop pleasing everyone, so you can enjoy more wealth, more freedom, and better clients.

Listen now.

Show highlights include:

Why adding testimonials and positive reviews to your online ads can actually tank your conversions (even if you’d think they’d help reduce skepticism) (4:01)
The single worst type of time-devouring client you can work with (5:17)
How taking a personality test magnetizes your ideal clients to you (10:08)
Did you know 1.2% of American men are literal psychopaths? Here’s how to prevent them from infiltrating your client list (13:22)
5 reasons why “Repulsion Marketing” not only repels your worst clients, but also attracts your best ones (14:15)

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.

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There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.

This tactic?

Teaching.

Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money.

But for some reason, financial advisors think that teaching is the only way to build credibility. Not only are there plenty of other ways to build credibility, but they’re all more effective too.

In today’s show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns.

Listen now.

Show highlights include:

The single most important rule of financial advisor copywriting that you must obey if you want results (1:27)
How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31)
Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24)
How MLK’s “I Have A Dream” speech can boost your marketing conversions almost overnight (10:17)
The “Centers of Influence” secret for using other people’s credibility to fuel your own (14:35)
Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50)

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.

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Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor.

The solution?

Well, first you have to reframe how you approach sales. Selling isn’t a negative, dirty word. It’s an opportunity to help someone with one of their most prized possessions: Their finances.

Next, you have to tune into this conversation with Nancy Bleeke Noel, author of “Conversations That Sell: Collaborate with Buyers and Make Every Conversation Count.”

In this episode, Nancy reveals how financial advisors can get better at sales, the common mistakes financial advisors make, the most common reason people don’t hire financial advisors, and so much more.

Nancy’s worked with 10s of thousands of financial advisors over the years and turned them from sales zeros into sales heroes. And now she wants to help you.

Listen now.

Show highlights include:

The weird way “reluctant sellers” often make the best salespeople (2:14)
The “problem solver” mindset shift required to become a great salesperson and get over your fear of selling (5:34)
How this “win cubed” secret annihilates your sales dread almost instantly (6:09)
Why overselling and over explaining can kill a deal that you already had 90% in the bag (9:12)
Do you rely on scripts to sell? Here’s why Nancy thinks this is the biggest mistake financial advisors can make… (13:18)
How facts and data bore your prospects to death and send them to another advisor to manage their finances (15:01)
The single biggest reason why most people don’t hire a financial advisor (and how to leverage this to cause a surge of new clients) (16:34)
The insidious “Beginner’s Mind” trap which prevents financial advisors from closing deals with interested prospects (19:02)
How to convince even the most skeptical prospect to hire you with the “QAV” method (26:11)

Want to connect with Nancy to see how she can help you improve your sales? Visit her website at https://www.salesproinsider.com and connect with her on LinkedIn here: https://www.linkedin.com/in/nancybleeke

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.

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80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions.

That means that 92% of people fail to achieve their goals!

How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year?

Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing.

Think you could achieve your goals when success is easier than failing?

Listen now.

Show highlights include:

Want to make an extra $50-$100k in 2024? Here’s how 143 financial advisors achieved that last year (2:36)
3 of the best “website traffic getting seeds” to help you harvest more website views and turn them into paying clients (5:33)
The weird, but powerful “I am a failure” mindset tweak that allows you to transform your shortcomings into success (9:14)
92% of people fail to achieve their goals… Here’s how the “input secret” ensures you’re in the 8% of people who achieve them (10:36)
How to level up your marketing knowledge so that you’re a better marketer than 99% of financial advisors by January 1st, 2025 (15:17)
Why setting tiny goals you can stick with grow your business’s revenue more than massive goals (16:08)

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.

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There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.

What’s the difference between the two?

Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hustle his way to making $500 a day to support his expensive drug addiction. Despite his foul stench, yellow teeth, homelessness, and crack addiction, Willie was mentally strong.

Yet, most financial advisors with access to more tools and wealth than Willie ever had don’t even make half of what Willie did hustling on the streets.

Are you really going to let a crack addict out hustle you?

In this episode, I share Willie’s story, and how you can hone one “skill” in particular from Willie to make 2024 your wealthiest year yet.

Listen now.

Show highlights include:

Why being brazenly offensive in your email marketing strategy actually works more effectively than “providing value” (1:33)
How to get rich doing nothing other than watching a drug addict live their life (5:02)
The weird way smelly, homeless crack addicts often bring in more money than doctors and lawyers (and how to apply this “skill” to your financial advising business) (5:21)
One “crack addict” question to ask yourself when you’re not motivated to send your motivation levels through the roof (8:52)
The “gun to your head” business plan for financial advisors for finally cracking into the top 10% of income earners in the world by this time next year (9:13)
How to achieve all your financial goals in 2024 by writing this on top of a notecard you see every day (12:44)

Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes.

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.

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I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube.

So, how did I do this? And more importantly, how can you “mimic” my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services?

I reveal this—and a bunch of other helpful tips, tricks, and mistakes—in today’s episode.

Want to leverage YouTube to fill up your pipeline?

Listen now.

Show highlights include:

Why you don’t need a ton of YouTube views to leverage YouTube to fill your calendar (and how to get more views anyway) (1:54)
The cold, hard truth about why most financial advisors struggle with YouTube (3:58)
How creating your title and thumbnail before you create your video surges you with relevant views (4:20)
The counterintuitive reason blindly writing your YouTube titles for search suffocates your views (and what to do instead to boost your views) (4:49)
How to leverage YouTube’s algorithm to force them to show your videos to your target audience (6:45)
Can you actually use YouTube to generate inbound leads to your website and email list? Yes, and here’s how… (7:22)
A few examples of terrible YouTube titles that financial advisors probably think are great (14:33)
Trying to build a YouTube channel as a financial advisor? Here is the single best opportunity to get lots of views (16:33)

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.

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In my life, I’ve stumbled upon 10 concepts that have changed my life for the better.

While they’re not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life.

And they will do the same for you.

In today’s show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know.

And you know what?

Who couldn’t use more success, wealth, and happiness?

Listen now.

Show highlights include:

The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47)
Warren Buffet’s #1 rule for getting stinkin’, filthy rich (4:26)
The “Expected Value” marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46)
How having a well-defined niche lets you break all the marketing “rules” while you laugh your way to the bank (10:28)
Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26)

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.

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While there is no single “secret for success,” there are several concepts that can change the course of any financial advisor’s life, business, and happiness for the better.

What concepts am I talking about?

Well, in today’s show, I reveal 5 of the 10 most effective concepts I’ve harnessed in my own life as well as taught to other financial advisors that have dramatically enhanced their life and business.

Some of these concepts are related to marketing, and some aren’t. But every single one will show you the way to a better life and business.

Listen now.

Show highlights include:

How to calculate your odds of success for any new marketing campaign before you start (1:55)
Why “Even Or” thinking in marketing sabotages your campaigns before they ever see the light of day (3:14)
The counterintuitive reason that the more complex your marketing plan becomes, the more likely it is to fail (and why marketing plans that seem too simple work like gangbusters) (5:34)
The single most effective marketing “tool” financial advisors can buy (spoiler: it has nothing to do with financial advice or marketing) (9:14)
How taking a simple, online personality test can boost the effectiveness of every marketing campaign you launch until you retire (12:28)
Why copying and pasting successful financial advisors’ marketing strategies can leave you penniless and depressed (14:17)

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.

Do you struggle with getting enough deep and REM sleep? In this article, you can learn about the 12 changes I made to radically improve my sleep: https://TheAdvisorCoach.com/sleep

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As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions.

By simply doubling your fees, you can almost double your income—while working less than you ever had before.

Why then don’t more financial advisors raise their fees?

Well, here’s the cold, hard truth:

They’re worried that raising their fees will cause all of their clients to cancel. But this isn’t true, let alone likely. In fact, various psychological studies have proven that your clients will enjoy paying you more than paying you less.

It sounds counterintuitive, but it’s true.

In today’s episode, you’ll discover the psychological reasons why your clients want to pay you more, how to use analogies to eliminate “fee objections,” and how to make more while working less.

Listen now.

Show highlights include:

This simple equation proves how valuable—and profitable—raising your fees can be (even if you’re hesitant) (0:58)
Why financial advisors are particularly capable of doubling their income while working a fraction of the time. Here’s how to do it… (1:50)
The counterintuitive reason raising your fees is the simplest way to minimize (or even eliminate entirely) “fee resistance” from prospects (2:13)
Why lowering your prices actually makes your ideal prospects think up more objections (and the physiological reason for why raising your prices attracts fewer objections) (4:55)
How to jimmy the “Price Placebo Effect” to make more money by working less and dealing with fewer client headaches (6:29)
Why making your clients pay more will actually make them happier to work with you (weird, but true) (6:40)
The “SAM” marketing secret for eliminating price and fee objections before they even come up (and how to handle various objections even if they come up) (10:20)
5 “done-for-you” analogies about financial advising that can transform even the most skeptical prospects into paying clients (10:37)

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 figure out the secrets for building a bigger and better email marketing list? My latest product explains all my best-kept list-building secrets. Get it here: https://theadvisorcoach.com/lists

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One question that’s always on the minds of financial advisors is this:

How long does it take to get results from marketing?

Some marketing coaches, consultants, and lead gen agencies will claim it can take years to see tangible results from marketing. While others claim that they can get you results in as little as a few days.

What’s the truth?

Well, the truth is that different marketing channels have different speeds. Some forms of marketing can unlock new clients almost instantly, while others can take years to generate results.

In today’s show, I reveal the different speeds of various marketing channels, share why you should pick a faster (or slower) one, and how to align your overall marketing strategy with your unique goals as a financial advisor.

Listen now.

Show highlights include:

The backwards way lowering your cost-per-click can actually make your cost-per-client increase (1:42)
The cynical way lead gen companies lie to you about how long it takes to get results from marketing to squeeze more moolah out of you (3:08)
How to land a few new clients this week by using this underrated and almost competition-free marketing medium (3:59)
Can you make money from email marketing with only having a few hundred subscribers on your list? Yes, and here’s how to do it… (7:32)
The “Follow-Up Five” secret for turning any qualified lead into a paying client in a business week (or less) (9:16)
How to land 200 new email subscribers from a LinkedIn post that only receives a handful of likes and comments (13:05)

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 discover the top 6 ways financial advisors in any niche can land more clients? Then head to https://TheAdvisorCoach.com/theclientmethod for my free training.

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There’s a massive difference between the bank accounts of different financial advisors.

Some experience groundbreaking success, making 8, 9, or even 10 figures a year. While others live paycheck to paycheck, can barely afford their bills, and are constantly spinning their wheels about how to grow their business.

After reflecting on the two groups, I’ve finally realized the difference:

The wealthiest financial advisors are mentally strong. And the poorest financial advisors are mentally weak.

So, what’s the difference between a mentally strong financial advisor or a mentally weak one?

In today’s show, I share 5 things mentally strong financial advisors don’t do. If you catch yourself committing any of these mistakes, the good news is that you can grow mentally stronger. Awareness is simply the first step.

Ready to find out if you’re mentally strong… or what you can do to build your mental toughness if you’re not?

Listen now.

Show highlights include:

Aren’t mentally strong? This book from a social worker can make your mental toughness your biggest strength in just a few days (2:10)
The 3 destructive core beliefs that rob you of your mental toughness and drown you in limitations (2:54)
How to make your limiting beliefs wither away until they disappear by asking yourself this question (5:03)
Why fearing change reveals a deeper problem about you that will always make finding new clients an uphill battle (7:26)
How leading with your values, even if they’re not popular, magnetizes your perfect clients to your calendar (9:50)
The sneaky “Just 1%” marketing secret that eliminates any objections your ideal clients have (11:33)
Teddy Roosevelt’s weird exercise that builds an unshakeable sense of confidence (15:33)
3 pieces of advice to grow mentally stronger faster than 90% of other financial advisors (22:03)

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.

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What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor?

Think you could land more appointments, skyrocket your conversion rate, and even enjoy more free time with your family?

Well, good news:

In today’s show, Andy Andrews—a top 0.1% financial advisor—joins me to share his marketing, sales, and operations secrets with you.

After listening to this episode, not only will every piece of marketing you put out become more effective, but you’ll also be able to enjoy more freedom (without feeling as stressed or overwhelmed).

Ready to become a top 0.1% financial advisor yourself?

Listen now.

Show highlights include:

The insidious “hamster wheel of busyness” that suddenly puts you on the verge of bankruptcy (3:40)
How to overcome your fear of rejection by hanging out with a realtor for a day (5:32)
The sneaky “Follow Up Over Time” marketing secret for magnetizing your ideal audience without directly talking to them (6:37)
Studies show that 80-90% of financial advisors won’t make it to a third year. Here’s how to be in the top 10% who build a thriving business (9:28)
How to transform new clients into diehard fans eager to send you referrals by simply scribbling a few words on a card (14:51)
Hate sales? This 2-step sales system not only makes sales calls fun, but skyrockets your conversion rates (18:55)
The weird way being too knowledgeable intimidates your prospects and repels them away (21:28)
The “SEV” social media content creation method that actually generates more appointments on your calendar (27:32)
Albert Einstein’s unheard marketing advice for financial advisors that’s more relevant today than ever before (32:53)

Want to connect with Andy (and watch how he works in action)? You can find him on LinkedIn here: https://www.linkedin.com/in/andrewswealthstrategies/

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.

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Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.

But financial advisors make a big, fat mistake when trying to target business owners:

They go too broad, don’t niche down enough, and this erodes the effectiveness of marketing to a specific group.

And you know what?

There are so many different kinds of business owners, so niching down in this industry is one of the easiest ones to do it in.

But how do you attract wealthy business owners who desperately need your financial services?

In today’s show, I reveal my 4 favorite ways to attract (and convert) business owners as clients.

Listen now.

Show highlights include:

3 websites to scour for compiling a list of hungry business owners who are in dire need of your services (0:59)
Don’t have as much success as you’d like? Here’s the niche my most successful Inner Circle members specialize in (1:39)
Why business owners need financial advice more than the average person (and how to use this to catapult your business) (3:57)
The sneaky “Power Couple” marketing strategy that unlocks an endless stream of opportunities (4:38)
How to hypnotize high-level business owners to your calendar by spending a few hours per week on this (8:17)
The “Show, Don’t Sell” mechanism baked into content marketing that makes your ideal audience trust you (even if you’ve never spoken a word to them) (9:29)
How to send out a direct mail campaign to hungry business owners by the end of the day (and the trick for getting near 100% open rates) (11:18)
4 story ideas to come up with a limitless amount of email angles and ideas that will convert your ideal audience into loyal customers (15:12)

Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media

Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt

Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html

Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

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

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For my 250th straight episode of the Financial Advisor Marketing Podcast, I’m going to let you in on a little secret.

The secret?

While I love marketing and helping financial advisors become better marketers, I’d rather make you wealthy.

And in this episode, I reveal the single best wealth-creation mindset tweak for you. This secret is so powerful that it can help you become totally financially independent in under 6 years. It’s the reason why Coca-Cola pays Warren Buffet $700 million a year… While their CEO only makes $23 million a year. And it’s worked for every financial advisor I’ve shared it with.

Want to be able to retire in under 6 years from now with more than enough wealth to last your entire life?

Listen now.

Show highlights include:

The weird, but effective “stream of consciousness” emails that can finally make your most reluctant lead book an appointment with you (0:54)
How to have a lower churn rate for your financial services than Netflix, Hulu, and Spotify (even if you charge 10x more) (5:59)
The “Create a Character” secret for pumping out infectious content that keeps your sales pipeline filled for years or even decades (8:57)
How to become a better marketer by simply watching wrestling re-runs from the late 90s (9:36)
Why giving value is the dumbest marketing strategy ever invented (and what to do instead to actually land appointments and clients) (12:26)
The counterintuitive reason pursuing clients makes them flee from you as fast as they can (13:37)
How I’ve been able to get crazy results for other financial advisors by forcing them to think like an investor (this is why Coca-Cola pays Warren Buffet $700 million while their CEO only earns $23 million) (15:07)
Want to be financially free for the rest of your life? Here’s how you can do it in as little as 5.5 years (19:11)