Financial Advisor Marketing Podcast

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.

I remember my uncle once telling me that most people are dumb, weak, and broke. While I thought it was harsh at the time, it has been consistently proven to be true over the years. Why does this matter to you? Two reasons: First, to help you break through whatever limiting belief you've subconsciously placed on yourself that's keeping you out of the top 0.0001%. It's really not nearly as hard to become a one in a million person when you hear some of the statistics I share in this episode. Second, because your clients can either be top 1% types who value your services and treat you like an investment… or they can be the headache clients who refuse to listen and who object to every piece of advice you give them. Ready to become a top 0.0001% person? Listen now. Show highlights include: A potent marketing lesson from Harley Davidson and what they actually sold (it's NOT bikes) to their customers that can be instantly applied to your financial advice business (6:39) How raising your fees can actually improve your conversion rates (especially if you're worried sick that higher prices will lower your conversion rates) (9:06) The simple formula for becoming a top 0.0001% advisor in America (and why it's easier than you might think) (10:12) Why it's better for your long-term success to avoid failure rather than chase success (11:21) Here are some scary and shocking statistics about average Americans that makes your journey into the top 0.0001% easier than you'd ever imagine (11:55) How to avoid becoming a babysitter for adult children who don't take your advice to heart by making your marketing more repellant (21:26) 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 of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things! This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you drown in your own anxiety. That's the bad news. The good news? In today's show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above. Plus, it will help you avoid paying a marketing guru who's feeding on your insecurity. And yes, it will make every marketing campaign you set live more successful than what you're doing today. Listen now. Show highlights include: The ONLY marketing metric that actually matters that almost every advisor completely ignores (2:29) 3 metrics every financial advisor must know to determine the health of your marketing strategy (and they have nothing to do with cost per lead, open rates, or click rates) (5:26) The "brick method" for building trust that only the top 1% of financial advisors even think about, let alone implement into their marketing (7:27) Why the fastest way to dry up your sales pipeline is by obsessing over new leads (and how to double your bottom line without a single new lead) (9:24) How worrying about being annoying, being repetitive, or overdoing a certain follow-up strategy makes you an unsafe investment to prospective customers (10:36) How to "tap into" the "mental environment" of prospective clients and hijack their minds until they become your best clients (10:59) If you're making this mistake, you're one change away from complete and utter destruction of your financial advice business… (13:42) Why you don't actually have "marketing problems" you have "sequencing problems" (and why adjusting the order can turn a flop into your best campaign) (14:39) How to naturally soothe a prospective client's nervous system before it backs out of working with you (19:21) 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 advisors create their marketing strategy by stitching together "quick tips," following the latest tactics, or otherwise getting some form of Shiny Object Syndrome. This can work (and does work) for a while. But there's a massive hidden debt that comes with this patchwork marketing strategy: It undermines your certainty, confidence, and even your ability to best serve your clients! In fact, this mistake kills more financial advice businesses that have achieved moderate success than anything else. But here's the good news: Today's episode explains in nitty-gritty detail why this is such a costly mistake, why so many advisors fall victim to it, and the single most effective way to dig your business out of the hole your patchwork marketing strategy dug for it. Listen now. Show highlights include: The sneaky and undeniable way stitching together several "quick tips" and calling it a marketing strategy is like building your business on quicksand (0:41) Why nothing is deadlier to a financial advisor's marketing strategy than stumbling upon more marketing ideas (3:39) How marketing mistakes create a slow and almost imperceptible loss in your certainty, confidence, and ultimately, business growth (and how to better "spot" these mistakes before it's too late) (6:21) One question that mystically makes marketing feel "lighter" and more fun (8:56) How correct marketing tactics without the necessary context to use them drains your time, your energy, and your very spirit (10:56) The real, life-shortening cost of running your business by stitching together random marketing tactics (14:46) The "Pattern Recognition" secret that advisors in my Inner Circle use to run marketing laps around 90% of advisors and compound their growth without investing more of their time (18:21) Why the "invisible debt" that most advisors accrue is the single most dangerous form of debt that exists (even though it doesn't charge interest in the traditional sense) (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.

There is something infecting your mind and your marketing right now. It's not a lack of tactics or using the wrong ones. It's not a lack of strategy or using the wrong one. And it's not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse. The truth? Somewhere along the way, you've created an identity for yourself that sabotages your marketing efforts before you even sit down to create one. It explains why you procrastinate on every marketing campaign you create. It's why you're scared to send risky marketing messages. And it's the one thing that will halt your business's growth more than any other factor (yes, including a 2008-sized economic collapse). That's the bad news. The worst news? Upgrading your identity is one of the hardest internal battles you'll face. You'll have to confront some things lodged into your nervous system that your mind wants you to avoid at all costs. But here's the good news: It's possible to upgrade your identity. This episode will show you how. And the best part? It will fix all of your marketing efforts almost overnight. Listen now. Show highlights include: The 2 main reasons that financial advisors struggle with marketing (and how to correct both causes) (0:32) Why does marketing feel impossible for some advisors and effortless for others even when they have the same exact knowledge? I answer this question at (1:39) How trying to change your marketing strategy without changing this often overlooked character trait is a recipe for failure, burnout, and negative ROI (3:13) Why your nervous system suplexes your marketing efforts before you even sit down to create them (it sounds bizarre, but it affects the vast majority of advisors) (5:07) How staying busy, optimizing productivity productive, and planning ahead are the things keeping you stuck and miserable and allergic to growth (6:57) The underlying, psychological reason behind why you're afraid to publish content (and one difficult shift that alleviates this fear forever) (10:10) The insidious way low marketing intelligence seeps into your marketing strategy and sabotages your campaigns. (I've seen financial advisors kill successful ads for no other reason than having a low "MQ".) (12:07) 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.

I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members. I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success. And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients. Listen now. Show highlights include: The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38) 7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02) Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16) One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43) The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25) A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54) 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 approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you. There is a far smarter approach that doesn't keep you busy for busy's sake. It actually makes you more productive, profitable, and happy. All it requires is a simple mindset tweak and being okay with getting fewer total loads (in exchange for more total clients… and more higher-paying clients too). The secret? Designing your website to REPEL 95% of your prospects. It probably sounds weird and counterintuitive now. But it will make perfect sense after you click play. Listen now. Show highlights include: The easiest way known to financial advisor-kind to consistently get a 100% return on investment (3:59) Why wanting your website to showcase your professionalism is the silliest mistake advisors make (and why top advisors do the exact opposite) (6:07) How to make your website so repellent that it ONLY attracts the best, most qualified, and wealthiest prospective clients to your calendar (6:58) 3 business bankrupting website mistakes that almost every single advisor makes. (These mistakes signal low trust, kill your conversion rate, and your profit-per-client metric.) (7:04) Why listening to other marketers is the fastest way to overwhelm yourself with low-quality clients who frustrate you so much you might wind up dead sooner from all the stress! (11:34) How low-quality prospects rob innocent and unsuspecting financial advisors for thousands of dollars every month (without you even realizing it!) (13:57) What to do to turn your website into your unpaid sales qualification intern so you ONLY take appointments from prospective clients who are likely to thank you for your high fees (15:33) 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 closely study the best financial advisors' marketing strategies, you might find something so counterintuitive that it makes you question reality: The top advisors grow faster with less marketing, not more! Most advisors get this completely wrong. They think they have to have daily marketing breakthroughs to break through the noise and land one client. This leads to frustration, burnout, and, worst of all, giving up. But the top advisors? They do far less, grow far faster, and probably have far more fun doing it too. But how can you grow faster with less marketing? That's exactly what you'll learn when you click play. Listen now. Show highlights include: How to add over 1200 new LinkedIn connections and 9 new clients from this almost-too-simple strategy (best part? It won't ruin your reputation like cold DMs do!) (4:21) Why treating marketing more like you do investing is the single most important piece of marketing intel you'll ever learn (8:04) A simple way to leverage basic math to make every marketing campaign you deploy significantly more profitable (10:51) The strange way pure boredom sabotages your conversion rate (12:28) How to "borrow" your next marketing breakthrough from another sucker who spent thousands of dollars testing an ad (without wasting a cent on testing it yourself) (15:28) 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 is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors! Some advisors are simply too lazy (or pretend they're too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work before they try. And there's a smaller fraction of advisors who simply don't know that this specific type of high-converting lead magnet exists or that it naturally leads to higher quality and wealthier clients. If you're in that smaller fraction of advisors, this episode will melt away your ignorance (for better or worse). This is NOT the easiest lead magnet to create. In fact, it's the hardest and by a wide margin. That's why it's so wildly effective. If you want the easy route, find another podcast to listen to. But if you're willing to do the hard work of sowing, so you can reap the long-term rewards, listen now. Show highlights include: A new way to think about lead magnets that not only create some extra cashflow, but also enhance the quality of your clients (1:06) The counterintuitive reason longer lead magnets (like a 57-minute webinar presentation) often win against skimpy ones (like a checklist someone will open once then forget forever) (2:20) How to quietly erase competitors from your market's minds while also filtering out the low-quality noise and only attracting wealthy, high-quality clients (4:33) 3 foundational reasons why so-called marketing gurus are especially vicious and ineffective for financial advisors (5:32) The "LD" formula for cooking up lead magnets that are so persuasive some clients might skip past the appointment and hire you directly (6:10) How to hijack your market's psychology and "ethically force" them to trust you completely. (This is Psychology 101, but I'm shocked by how few advisors ever even think about this.) (8:08) The subtle "mental jiu jitsu" trick that subconsciously makes your market value you more than your competitors (10:12) Why creating a lead magnet designed to repel is more important than one designed to attract (yes, even if it tanks your conversion rate!) (12:31) How a "Map of Lead Magnets" can make you so persuasive to your ideal clients that it should almost be illegal (17:38) 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.

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.