Financial Advisor Marketing Podcast

Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business. The reason? You're using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental. And so, when they hear your solution, they shut down and book another discovery meeting with another advisor. Here's the good news: After listening to today's episode, you'll never make this discovery meeting mistake again. Not only will you come more prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client. Listen now. Show highlights include: The cold, hard truth about why prospects ghost you after a great discovery meeting (0:38) How to instantly close more discovery meetings by simply talking less (3:06) The "motivational interview" secret, backed by over 1500 clinical studies, that is 2-4x more effective at driving behavior change than your current discovery call playbook (3:58) Why your natural inclination to this commonly asked discovery meeting question is absolutely wrecking your conversion rate (this mistake is so common it's been nicknamed the "righting reflex") (4:34) How your solutions to your prospect's problems actually makes them shut down and scares them to another advisor (and what prospects actually want from you) (5:32) Why asking simple "scaling questions" to your prospects will force them to tell you exactly how they want to be sold (6:55) How to "twist" the momentum from an objection back to your prospect in the most persuasive way possible (9:42) The "reflect, not reflex" technique that, when mastered, will do more persuasive "leg lifting" than any pitch could ever dream of doing (13:11) How to get your prospects to write your value proposition for you by acting like a drug counselor (16:48) 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.

Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term. But metrics are terrible masters and wonderful servants. Here's what I mean: Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry. Not only are most marketing metrics vanity metrics (which only trick you into thinking you're performing better or worse than you actually are), but even the metrics that are most based in reality can dupe you into foolish business decisions. That ends today if you listen to this show - as you'll discover the 20 metrics advisors can (and should) track, my favorite metrics from this list of 20, and a few real life stories that demonstrate how metrics can hurt your business. Listen now. Show highlights include: 20 business metrics every advisor should track (and why an obsessive focus on metrics alone can hurt your business growth) (4:59) My favorite metrics for advisors because they keep you in reality instead of going down the path of vanity metric fairy tale land (7:36) Why tracking your revenue per hour worked is one of the most effective ways to play more guilt-free golf (8:26) How properly tracking these key metrics can not only identify business problems before they become serious, but also prevent you from getting in your own way (10:59) A real life example (from a real financial advisor running a real business) about how obsessing over metrics can absolutely wreck your business (12:19) 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.

This episode might be the most important one I've ever recorded… And it has nothing to do with marketing. Instead, it's a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost any other human on earth. In fact, it's totally possible to take $10,000 and turn it into a crisp $1,000,000 in only 7 years after listening to this episode But it can only work if you actually implement the advice I'm sharing. Listen now. Show highlights include: 2 investments that advisors overlook that will create more wealth for you than all your stocks combined (2:42) How to transform $10,000 into your first million dollars in only 7 years (and why most advisors scoff at this idea—at the expense of their wealth!) (3:48) Why you don't need to be a world class copywriter to beat A list copywriters conversion rates (I only know this because the last few A list copywriters I've hired made my conversion rate WORSE) (5:11) The cold, hard truth about why most people, including most advisors, never become millionaires (7:27) A forgotten psychological technique that makes it your moral duty to charge your clients as much as possible (16:24) 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.

There are certain people, who are not in your market and would never become your client, who try to offer you advice about your marketing and your overall business. It's important you ignore these people and don't take their feedback seriously. The reason? It's like a steakhouse owner taking advice from a broke vegetarian. The trouble is, their feedback might feel like a good idea. It might make you feel like you're being responsible and open-minded. But that is the trap. That's why, in today's episode, I'm giving you permission to completely ignore these people and their dangerous advice. Listen now. Show highlights include: The destructive "steakhouse owner listening to broke vegetarian" trap that too many entrepreneurial advisors accidentally slip into (1:07) How setting strict and rigid boundaries around your business actually protects your wealth (and why thinking it'll eat your profits is short-sighted) (6:18) Why you should actually want people, particularly non-clients, to get offended by your marketing (11:13) The "Post Physique" technique for never being tricked into taking random feedback seriously (12:25) 3 harsh realities about people offering you unsolicited advice that will forever protect you from taking it to heart (16:02) 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.

This episode may make you uncomfortable, but it's too important to avoid. There is a silly and self-sabotaging belief that runs rampant amongst financial advisors. It is actively destructive and extraordinarily expensive. And the only reason it exists is because it protects you from discomfort and responsibility. The belief? "I'm not ready for marketing." This one poisonous belief has destroyed more advisors' wealth, time, energy, and even lives (due to the extra frustration and stress it causes over time) than anything else. And I'm completely dismantling it for you, from every conceivable angle, in this episode so you never fall prey to this mind virus. Listen now. Show highlights include: A lethal and self-sabotaging marketing mistake advisors make with pride (it's like waiting to plant seeds until the crop is tall enough) (0:54) The root cause of ANY financial advisor's business success (and the harsh reality about why so many advisors fall flat on their face) (3:48) How to "jimmy" the laws of marketing to work in your favor (and why this scares the snot out of most advisors) (5:00) The imaginary timeline that quietly runs most advisors' careers without their ever knowing it (6:09) The most poisonous misconception you have about marketing that's keeping you worried about your bills instead of building wealth (7:37) Why marketing is far easier and more fun earlier in your career than it will be after you're established (9:30) The psychological reality behind having a quitter's mindset and why it chains you to future failure (13:47) 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.