Financial Advisor Marketing Podcast

Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for. It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult. The secret? Your marketing sucks because you believe marketing equals providing information. This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows. In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you'll learn in this episode. Listen now. Show highlights include: Why your business doing "fine" is the single most dangerous place it can be (1:16) How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56) The "Teacher Trap" that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33) How to "hijack" prospective clients' nervous systems and ethically give them no other option other than paying your fees (2:54) Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21) Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients' "short circuit" and give you their undivided attention and trust (4:53) A weird "glitch" almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02) How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34) Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11) The simple, but powerful trick for framing your high fees as a reason to trust you (14:41) Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: https://TheAdvisorCoach.com/Pricing 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.

Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children. Not only is this dead wrong, but it's a completely backwards excuse too. You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to sputter and risk collapsing completely… or you'll save your business at the expense of your relationship with your kids. And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix. Today's show is your antidote. Listen now. Show highlights include: Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04) Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47) Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don't have this… (4:10) How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46) The uncomfortable "Optimization Theater" reality that explains why most productivity advice does not and cannot grow your wealth (13:27) Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53) How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56) 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.

Most financial advisors believe that their experience is the best trust signal to attract and land new clients. This might've been the case years ago, but it's not necessarily true. Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when they're combined, then, well, something magical happens in prospective clients' brains. That's what I'm sharing with you in today's show. Listen now. Show highlights include: 3 types of content that consistently outperform all other types for financial advisors (I learned this after studying hundreds of financial advisors' content) (1:31) The weird way to use your own student loan debt to make your ideal clients sprint to your scheduler for an appointment (3:42) How having more experience as a financial advisor can actually work against your marketing (4:33) The "lizard brain" secret behind why some brand-spanking-new advisors earn trust easier from prospective clients than you do (even if you have 30+ years experience) (8:20) A few ways to leverage pattern recognition to effortlessly earn trust (9:50) Why having a long and lengthy list of credentials might be scaring clients away faster than they're attracting them (11:51) A simple formula that ethically forces your prospective client to give you their full trust (16:25) How to merge the 3 trust signals into a powerfully persuasive elevator script that can make your calendar flood with high-quality appointments (18:07) 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.

Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing. That's the bad news. The good news? If your niche is too broad, I can help you fix it in 20 minutes. But only if you listen to this episode. Show highlights include: 3 reasons why having a broad niche makes your marketing less persuasive and less effective (2:48) How to hack the reticular activating system of prospective clients and ethically force them to trust you (3:10) Why financial advisors are at risk for being seen as commodities to your clients (and how to prevent your clients from treating you like a commodity) (4:50) How to "get away" with charging two to three times more without losing any clients (and perhaps even attracting more clients) (6:17) Why simply niching down can make your closing rate skyrocket (10:04) 6 questions that will make your niche crystal clear and narrow enough to be effective (15:28) The "What Hurts" niche creation secret that can improve your entire marketing strategy overnight (17:53) My single favorite niche-building secret that almost no other financial advisor uses (20:57) 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.

Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable. You could be the best advisor in the world with the best track record of wealth creation - but it won't matter if you're so bland nobody remembers your name. If you actually want to get more clients, then you need to be willing to be a little unusual. And that's what you'll discover when you listen to this episode. I'm sharing some of my most unusual (and effective) marketing tricks that will land you more appointments and more clients. Listen now. Show highlights include: The "honey cinnamon butter" secret that, when used correctly, will get you more clients (1:10) How inserting your hobbies, favorite restaurants, and kids into your marketing can "pre-sell" a prospective client and make them only interested in working with you (3:23) The strange, but true reason sharing your worst financial mistakes can make someone want to hire you as their financial advisor (4:28) Try adding this to the PS of your next email to stand out from the sea of generic, boring, and forgettable advisors (4:50) How to tap into and alleviate the deep-rooted fear most prospective clients have and instantly melt their hesitation (10:02) 10 words that can make the most skeptical prospective buyer whip out their credit card and pay you on the spot (14:24) 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.