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3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)

3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)

Financial Advisor Marketing Podcast · James Pollard

June 28, 202126m 41s

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Show Notes

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals.

But you don't have to use those outdated methods that chase prospects away.

In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn again.

In this episode, you'll find out how to correct those mistakes and make your inbound marketing magnetize clients.

Ready to get more clients with less work? Listen now!

Show highlights include:

  • The 2 components of a marketing strategy that gets clients right away (without sacrificing your long-term success) (10:34)
  • Why most advisors leave money on the table by having a great LinkedIn profile. (14:46)
  • The most important KPI for your inbound marketing (and the free software tool that helps you maximize it) (18:43)
  • How to identify prospects that are ready to set an appointment and close them (even if they've never talked to you before) (21:30)

If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html