Financial Advisor Marketing Podcast

Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…

The lie?

Educating, teaching, and "giving value" in your marketing. While this might seem like a strategy that works, it collapses immediately when you think about it.

Here's why:

When you're teaching and "giving value," you're activating the logical side of the brain, not the emotional side. But the emotional side is the one that buys and invests in anything.

That's the bad news.

The good news?

In today's show, you'll discover how you can get better results than the so-called marketing experts and 3 marketing shifts you can implement this week that will improve your marketing across the board.

Listen now.

Show highlights include:

• Why listening to so-called marketing experts is particularly lethal for financial advisors (1:18)
• How teaching in your marketing makes prospective clients run away and hand their money to another advisor (1:59) '
• The only 2 things that causes the human brain to take action that reveals why teaching is not an effective marketing strategy (4:37)
• 3 marketing shifts to make in your business (and I'll be floored if following these 3 shifts doesn't radically improve your marketing performance) (6:45)
• The "Trans" mistake almost every financial advisor makes that stifles their marketing efforts (16:04)
• 4 real life ways to frame your "comprehensive financial plan" that your prospective clients actually care about (16:45)

I have a confession:

I was wrong about using AI for marketing. Especially for financial advisors.

I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:

The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook. It's the purest form of average possible.

And since financial advisor marketing is fundamentally different from marketing for other industries, it will only waste your time and your money.

That's the bad news.

The good news?

In this episode, I share a new and little-known AI tool that fixes this "source material" problem for financial advisors.

Listen now.

Show highlights include:

• How chasing bright, shiny objections in your business will make you unhappier in your personal life (3:26)
• Why becoming a better AI prompter is a waste of time that won't improve your marketing and might even plant the seeds of your financial advice business's destruction (4:06)
• AI's big, fat "source material" problem that explains why using it for marketing will always generate lackluster results (especially for financial advisors) (5:16)
• The only AI tool that I can confidently recommend to financial advisors who want to improve their marketing (13:03)

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.

But there are some problems I can't fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.

And in this episod,e I'm sharing 15 of them.

I'll explain what they are, why I can't fix them, and why they're destructive to financial advisors. I'll also help you see (if any of them apply to you) how you can work through them so they don't hold you down forever.

Listen now!

Show highlights include:

• Why platitudes from "nice" people keep you stuck in mediocrity. (5:26)
• Heartbreaking reason many financial advisors fail. (8:29)
• How avoiding risk becomes the biggest risk. (8:47)
• Flawed "savings" strategy even financial advisors fall for. And how to keep it from costing you a fortune. (11:12)
• "Green light" to do the work, even when you aren't motivated. (13:06)
• Surprising way to filter feedback so you can ignore what stinks without missing what you need. (14:48)
• What really causes your analysis paralysis? (16:26)

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

Success isn't complicated.

But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.

Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.

This one thing, taught in the Bible and proven by experience, has enabled all my success. And if you're ready to truly listen, this could be the most valuable podcast you ever hear.

Listen now!

Show highlights include:

• What recently received "nastygrams" reveal about toxic ego. (3:57)
• How an age-defying dog can keep humble and eager to learn. (5:46)
• Ethical way to learn from anybody, even if they're deeply flawed. (7:19)
• What the Bible says about seeking advisors and counsel, and the blunt term it uses for people who won't. (7:52)
• "Terrifying" secret advantage to stay on top of your game. (8:57)
• How to defer to your superiors without abandoning reason and compromising your values. (11:48)
• "Gravitational pull" that prevents competent financial advisors from getting more clients. (14:14)
• What it really means to listen, and how to use your listening skills to leapfrog your peers. (15:34)
• My proprietary strategy to reach the top 1% in the skill of your choice. (20:06)

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

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice:

Your market believes it does!

That's the bad news.

The good news?

You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.

In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action.

Listen now.

Show highlights include:

• Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)
• 4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)
• How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)
• An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)
• How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)
• My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)
• How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)
• Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)
• 4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07)