Financial Advisor Marketing podcast

#Trading #Business #Marketing #James Pollard #Financial Advisors

27:29

Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…

Financial Advisor Marketing Podcast

maison des série•Feed

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard

327 episodes

Financial Advisor Marketing Podcast

0-10 subscribers

updated il y a environ 5 jours

maison des série•Feed

327 episodes

#Trading #Business #Marketing #James Pollard #Financial Advisors

Tous les épisodes

Financial Advisor Marketing Podcast

1
These Emails Work Extremely Well (Advanced Strategy) 23:31

il y a environ 5 jours23:31

23:31

In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent. Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters. But… it’s not a beginner-friendly strategy. And I don’t have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose. But I have studied these emails in depth and can get you started on sending this advanced email—if, and only if, your marketing and copywriting chops are up to snuff. Think you’re advanced enough as a marketer to give them a shot? Listen now. Show highlights include: Why financial advisors who try to mimic my “stream of consciousness” emails fall flat on their face (5:29) The “Fall Back Task” secret for turning a day that completely flew off the rails into a success (6:25) How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19) Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52) 5 reasons my 12 “stream of consciousness” emails have been some of my most profitable emails of all time (14:11) How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.…

Financial Advisor Marketing Podcast

1
Research-Backed Mindset Success Strategies (With Nina Cooke) 40:08

il y a environ 12 jours40:08

40:08

Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life. But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world. I’m changing that today by interviewing one of the world’s best mindset coaches for financial advisors, Nina Cooke. If you’ve been stuck at the same point in life no matter what you try, then there’s probably something wonky in your internal software that’s keeping you from reaching your pinnacle of success. And in today’s show, Nina explains how your internal feelings manifest in the real world in practical terms. And she gives you a way to upgrade your mental software, so you reach your goals almost automatically. Listen now. Show highlights include: How your mindset can make the difference between a wildly successful ad campaign or one that results in no tangible results (5:31) Earl Nightingale’s “2 Hardships” secret that helps you trick your brain into enjoying all the boring aspects of your career that bring you closer to your goals (7:02) Why our instant gratification society will slowly crush your financial advice business (and how rewire your brain for long-term success) (12:08) The only 2 things you need to master any skill (and why most people fail to do it) (13:32) Why you’re reading books the wrong way (and how to approach it like a student, so you “download” the lesson into your mental software) (14:14) How to conquer the single most defeating mindset glitch most advisors have (18:28) Why your inner self-image will either “force” you into unbelievable success or ordinary mediocrity (19:33) How to test how emotionally attached you are to your goals (and why this makes the difference between reaching it or not) (22:22) Try this “33x33x33 Exercise” if you’re serious about changing the trajectory of your business and life (24:56) The almost too simple 3-step process to reach all of your goals (29:16) Nina put together a special resource for advisors who do not know why they cannot make more money and have more success. If you want to identify exactly which limiting beliefs you have that are blocking you from becoming wealthier and more successful, check it out here: https://resources.ninacooke.co.uk/scorecard-fa 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.…

Financial Advisor Marketing Podcast

1
How Marketing Gurus Manipulate Financial Advisors 25:13

il y a environ 19 jours25:13

25:13

Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I’ve noticed that there’s a certain type of financial advisor, based on personality typing, that’s particularly vulnerable to being manipulated. Why? Well, it’s almost as if their personality type works against them. And good marketers know the deep and dark psychological secrets that can make this type act—even if it won’t move them towards their goals! If you’ve been a victim of a marketing guru’s manipulative tactics, don’t worry. This episode explains how it happens, why it happens to you, and how to avoid being duped by a clever marketing guru again. Listen now. Show highlights include: A dark psychological truth you won’t hear anywhere else that can prevent you from getting robbed blind by a marketing guru (3:55) Why what you do is never as important as why you do it (this is not just true in marketing and business, but it all aspects of your life) (5:02) 4 questions you must answer to train your brain to think more strategically instead of tactically (7:38) How searching for the “right way” to do your marketing leads to an early grave for your financial advising business (13:19) These 8 words make the difference between between staying stuck in a cycle of short-term wins and building something sustainable and meaningful long-term (14:30) Here are the most common “benefits” manipulative marketing gurus use to ransack your marketing budget (14:58) 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.…

Financial Advisor Marketing Podcast

1
How Much Should Financial Advisors Pay Per Lead? 20:59

il y a environ 26 jours20:59

20:59

I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. And my answer is always the same: It depends. It depends on how profitable you are, how much you charge per client, how much you’re willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business. But that doesn’t explain why this question is a pet peeve… The real problem with this question is that it reveals a deeper problem: The wrong approach to marketing your financial advice business. I explain why it’s the wrong approach and reveal a more effective and profitable approach in today’s show. Listen now. Show highlights include: Why wondering how much you should pay per lead is the wrong approach that leads to an unstable business (and what to focus on instead) (2:19) How worrying about the average marketing metrics of other financial advisors “neuters” your marketing (3:48) The weird way the lowest cost per lead can bankrupt your business faster (4:53) The single stupidest marketing strategy that tricks financial advisors into lighting their dollars on fire (7:58) How to leverage marketing assets and systems to pay a fraction of what other financial advisors pay on a per lead basis (and have a higher chance of converting them into paying clients) (11:20) The “no bad metrics” secret for reframing how you approach marketing that automatically makes each campaign more profitable (17:17) 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.…

Financial Advisor Marketing Podcast

1
The Indirect Path To Success 21:58

il y a 5 weeks21:58

21:58

A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful. And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have. In today’s show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do. Listen now. Show highlights include: The 4 areas of personal growth that indirectly result in business success (1:07) The weird way to grow your financial advice business by going to the gym (3:30) Why getting in a good relationship is the #1 most important thing to do for your mental health and, thus, your business (8:44) How taking frequent breaks makes you more productive and impactful (even if it seems like a version of procrastination) (11:23) Why the Bible is the single most effective self-help book you’ll ever read (14:05) What a multiple-hour conversation with ChatGPT revealed to me about humanity’s free will (or lack thereof) (15:17) Why your skills aren’t responsible for your success, this is… (19:03) 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.…

Financial Advisor Marketing Podcast

1
Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung) 38:09

il y a 6 weeks38:09

38:09

Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy. What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth? Well, that’s exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average financial advisor firm. And in this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors. Listen now. Show highlights include: How an authentic origin story behind why you became an advisor gives you an unfair advantage that your competitors can’t mimic (2:47) The trick for naming your firm in a way that magnetizes your ideal clients (here’s how Larry did it for his firm) (4:43) The “Joy Factor” secret that responsible for Larry’s firm growing by 15% per year when most firms are happy to reach 2% per year (9:29) How “budget shaming,” a common habit of financial advisors, makes your best clients jump ship to your competitor (10:43) A few simple questions to “hack” into prospective clients’ minds and figure out exactly what they need to recommend you to all their friends (14:40) How to grow your business by traveling and sharing it on social media (24:03) The weird and fun “hockey arena” content creation secret that made Larry Sprung live rent-free in my mind until this episode (25:56) Want to figure out how to unlock the secrets to a joy-driven practice? Well, Larry’s created a webinar about this idea called The Power of Positive Money Conversations that’s so popular he had to create a waitlist for it! Join the waitlist here: https://joyfuladvisor.com 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.…

Financial Advisor Marketing Podcast

1
Advisors: Stop Doing This If You Want To Succeed Faster 20:51

il y a 7 weeks20:51

20:51

One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of. The mental block? Needing permission to do, well, any action that could grow your business by a scary amount. These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didn’t finish and reward them with entry into the knighthood of the wealthiest advisors. And so, they sit around, and wait. And wait. And wait. Until one day, many years later, they wake up from this stupor and realize that a “hope and pray” marketing strategy is good for one thing: Bankrupting your business. If that sounds like you, don’t worry. Today’s show will help you remove this mental block before it suffocates your advisory business. Listen now. Show highlights include: The insidious “prospecting reluctance” trap advisors fall in that destines them to a mediocre business (3:12) The #1 biggest obstacle to your success (and it’s not your market, your competitors, or your current clients) (4:28) How to become wealthy beyond your wildest dreams when a guru hasn’t blessed your strategy, you don’t have a fancy title, and you lack real experience (4:51) Why seeking credentials, while important for credibility, becomes a crutch to feed your procrastination (5:02) The emotional mindset shift that’s the main difference between an advisor worth $10 million and one worth $50,000 (7:45) The “ACR” secret from psychology that shows you how to be wealthy, fulfilled, and happy—at the same time (12:57) The 3 most common signs you’re subconsciously seeking permission (19:24) 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.…

Financial Advisor Marketing Podcast

1
How Advisors Can Get To $500,000 Per Year And Beyond 24:14

il y a 8 weeks24:14

24:14

Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy. Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news: If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. Best part? Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures. Listen now. Show highlights include: The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41) The “add, not replace” method for boosting your conversion rates and doubling or tripling your business (4:13) How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50) Why advisors who haven’t figured out how to convert more clients per hour will never make $500,000 a year (7:07) The weird way to grow your business faster by firing some clients (11:50) The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29) The “broken slot machine” secret only advisors who make 7 figures a year use or even know about (14:49) Why doing a distraction audit can triple your productivity by this time next week (20:41) 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.…

Financial Advisor Marketing Podcast

1
How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces) 53:33

il y a 9 weeks53:33

53:33

Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.” Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing. I don’t say this lightly, but this might be the best podcast episode ever for financial advisor marketing. Not only will you realize what’s working (and more importantly, what’s not working), but you’ll leave this episode with a plan to dominate 2025 and beyond. Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data. Show highlights include: This 108-page financial space marketing report will show you with crystal clear certainty how to actually get clients from your marketing (0:33) Why financial advisors are sometimes spending up to $10,000 per client (and how to get this cost lower while landing more clients) (5:11) The insidious “anti-scale” trap most advisory firms find themselves in that slowly bankrupts their firm (6:19) How building a faster, sales-based approach to business development gets you up and running but also plants the seeds of destruction in your firm (and the two-track approach to use instead) (13:20) The success rates of the most successful marketing strategies for financial advisors backed by hard data (14:58) The sneaky “Transfer of Trust” secret that fast tracks your sales pipeline and can result in several new clients each month (27:17) Who wins in a battle of generating more clients: Podcasts or video marketing? (31:13) 3 things every piece of your marketing must do or it will fall on deaf ears (34:13) Why you only need 50 great clients to run a wildly successful advisory firm that rivals even corporate behemoths like Merrill or Morgan (47:05) The single most important marketing lesson every advisor needs to hear based on hundreds of hours of hard data and research (50:14) 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.…

Financial Advisor Marketing Podcast

1
Why You Should Get Rid Of Certain Prospects ASAP 19:20

il y a 10 weeks19:20

19:20

Most marketing advice is all about drawing people in. And for good reason: Your business can’t exist without clients. But there’s a problem with attraction marketing… If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. That’s why repulsion marketing, the exact opposite of attraction marketing, is often a more powerful marketing strategy. Not only does it tend to be more profitable, but it also ensures that your clients are of the highest quality. That means they happily pay you more, don’t think they’re entitled to your time, and don’t cause endless frustrations. In today’s show, you’ll discover a few simple ways to add repulsion marketing into your campaigns and create a more successful and fulfilling business as a result. Listen now. Show highlights include: Why attracting your ideal clients isn’t nearly as profitable following this overlooked “Gold Prospector” method (0:53) This seemingly innocent thought has crippled more financial advice businesses than perhaps any other thought in human history (6:08) A bulletproof way to weed out entitled freebie seekers from the people who make great clients (7:02) The magic ingredient you need to actually build a business that lets you spend as much time as you want with your kids (15:31) 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.…

Financial Advisor Marketing Podcast

1
How To Sell Ongoing Financial Advice 23:33

il y a 11 weeks23:33

23:33

Many financial advisors squirm about the idea of selling ongoing financial advice. For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients. The result? Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets. But here’s the thing: In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too. In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too. Listen now. Show highlights include: The single most important fundamental thing you need in order to successfully sell your financial advice (1:22) 2 beliefs you must have in order to outsell any of your competitors (1:45) How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35) The religious argument for why you should charge more for your services (Best part? You don’t have to be religious to do this!) (6:37) Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49) How thinking like a lawyer or doctor can triple your business by this time next year (10:29) 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48) The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06) 4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (19:02) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.…

Financial Advisor Marketing Podcast

1
How To Sell One-Time Financial Plans 23:53

il y a 12 weeks23:53

23:53

While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them. Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship. But most financial advisors aren’t good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates. So, in today’s episode, I’m going to share the biggest obstacles prospective clients will have to buying a one-time financial plan. And how you can overcome each one to improve your sales process and remove the barriers to working with you. Listen now. Show highlights include: The almost-too-obvious, yet wildly effective way to convert more people into paying clients (6:51) One skill financial advisors must master to overcome the psychological “temporal discounting” glitch your clients will have to your one-time financial plan (12:10) How to make your clients sell themselves on buying a service with a delayed payoff (even when it goes against their natural psychology) (12:38) 3 things you must emphasize when selling to prospective clients who have the “DIY Mentality" (14:40) How to help your clients feel more empowered when buying a one-time financial plan (this boosts conversions) (17:50) The “Future Relationship" positioning trick that turns one-time financial plans into recurring revenue (19:45) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.…

Financial Advisor Marketing Podcast

1
The Secret Behind My Best Content Marketing Campaigns 21:03

il y a 13 weeks21:03

21:03

My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche. And today, I’m revealing the secret to why my content marketing campaigns have been so wildly successful. I’m not sharing this to brag, but to show you how simple it can be when you do it right. The problem is, 99% of financial advisors approach content marketing in the exact opposite way as I teach. That’s why your lead magnets, blogs, ads, and other forms of content marketing fall on deaf ears. But it doesn’t have to be this way once you listen to today’s episode. Show highlights include: How applying the lesson from my grip strength story to your financial advice business will make 2025 your most profitable year yet (3:29) Why this specific type of lead magnet attracts higher quality leads and clients than any other type (8:58) The overlooked, yet only proven way to create high performing content that makes your prospects only want to hire you (10:08) Here’s the brutal truth about why 99% of content financial advisors create falls flat and leads to no new business (10:19) Why November, December, and January are the 3 most important months for determining how successful you’ll be (12:01) The 4-step lead magnet creation process that will help you create a wildly successful lead magnet that turns strangers into your best clients (14:09) How thinking of your marketing as an army of gatekeepers not only attracts higher quality clients, but also frees up your time without sacrificing your wealth (19:31) 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. If you’re serious about making 2025 your most profitable and successful year yet, I created a new guide to help you accomplish that. It’s called 5 Marketing Moves Financial Advisors Should Make In 2025 and you can get it for free at https://TheAdvisorCoach.com/moves .…

Financial Advisor Marketing Podcast

1
10 Red Flags That Someone Will Be A Terrible Client 25:29

il y a 14 weeks25:29

25:29

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients. And you know what? It’s easier to spot red flags than you might think especially when you know what to look for. Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client. Best part? Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025. Listen now. Show highlights include: The insidious way bad clients make you worse at serving your best clients (2:51) If your prospect utters this sentence, run away as fast as you can (3:50) How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38) The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34) 3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43) The single most dangerous “cocktail of red flags” mindset your clients can have (22:40) 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…

Financial Advisor Marketing Podcast

1
7 Things Successful Financial Advisors Have In Common 27:26

il y a 15 weeks27:26