Financial Advisor Marketing Podcast

Success is not an accident. It's the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence. The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won't magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry. But that ends today. In today's show, I'm sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors. You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business. Listen now. Show highlights include: The powerful "Amplifier" marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57) How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31) Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48) How needing control and predictability in your financial advising business puts it in an early grave (9:20) The "Traits over Tactics" secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36) 6 of the top traits the most successful financial advisors have (and how to build them if you're missing any) (11:51) The invisible "Time Debt" trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015. Through these conversations—because advisors feel safe to share the whole picture (which isn't the case at seminars or webinars)—I've cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one. And you know what? In today's episode, I'm revealing these secrets with you, so you have no more excuses as to why you're not as successful as you could be. Nobody's gonna save you or grow your business for you. But this episode is the next closest thing you can get to that. Listen now. Show highlights include: 3 "hidden" perks financial advisors get from having a podcast (even if it doesn't result in as many sales as running ads) (2:32) How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39) The "public places" trap most financial advisors fall into which dooms them to mediocrity (7:18) I've had over 10,000 private conversations with financial advisors: Here's what separates the wealthy from the average… (8:01) How to make your clients (and yourself) become stinkin' filthy rich by leveraging the "Modest ROI" secret (8:13) The almost too-simple way to get a 152% ROI when you invest in THIS (11:02) The "Holy Grail" of financial advisor marketing which trumps every other type of marketing you do (18:17) How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11) The "Big 3" marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

99% of people will never get into the top 1% of anything. That's just simple math… But that doesn't mean you'll never get to the top 1%. In fact, while becoming a top 1% financial advisor isn't easy, it's a lot simpler than you think. Why? Because you just have to do the simple things that 99% of people aren't willing to do. Sure, they take time, energy, and effort. But so does pursuing anything worthwhile. In today's show, I'm revealing how—with brutal honesty—to get ahead of 99% of people. Now, you may not like the wisdom I share in this episode, but if you commit to it, you will be in the top 1%. Listen now. Show highlights include: How to attract wealth your way by treating your business success like a marriage (6:18) One question you must ask yourself if you ever want to enjoy being in the top 1% financially (6:53) The "ancient text" secret for becoming a top 1% financial advisor who gets to pick and choose your clients instead of chasing after them (7:25) Why only reading Amazon best sellers limits your wealth potential (and why ancient books like The Bible will help you make more than $600,000 per year) (8:54) The 4-word affirmation to repeat to yourself that delivers a treasure trove of opportunities and wealth to your doorstep (9:37) How to become more successful than 99% of people by simply looking at this app on your phone (12:37) Why setting massive goals where you experience humiliating defeat leads to more successful than going with the flow (18:00) 3 dirt-simple ways to stand out to your ideal clients like a diamond in a truck full of coal (21:19) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

It's your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often. But most advisors don't think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That's the bad news. The good news? You only have to make a couple simple tweaks to your mindset to suck the sleaze out of your sales call, eliminate sales call anxiety, and most importantly, make more sales. In this episode, you'll discover why selling is the most moral thing you can do and how to sell without being sleazy, so you can offer your gift to more people. Listen now. Show highlights include: Do you get nervous before sales calls? This short Bible verse will wipe away your nerves (and help you close the sale) (1:51) How asking questions disarms potential clients' aversion to sales and makes them share their deepest, darkest secrets with you (4:39) The simple "use your gifts" mindset tweak which eliminates your sales anxiety in an instant (6:13) The "One Vessel" secret for your finances that prepares you and your clients for both success and failure (8:21) The single best way to suck the sleaze out of sales calls and skyrocket your chances of closing new clients (11:13) Why being afraid of rejection on sales calls shows you're deeply selfish (and how being selfless obliterates your fears) (14:22) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn't bad… but is it the best? No, it's not the best because in order to write the best copy, you need to deeply understand your market. That's why, for example, headlines that break all the copywriting rules tend to do the best. This lesson doesn't just apply to copywriting either. It applies to every piece of content and marketing you put out. And you know what? Financial advisors, perhaps more than any other industry, are uniquely skilled to tap into this next level of copywriting. Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors. Show highlights include: How to write stronger, more captivating, and more revenue-boosting headlines by simply asking questions (3:51) The "just ship it" secret for pumping out the most revenue out of your hectic day (4:39) Why making people feel noticed unlocks the true power of copywriting magic (and why financial advisors are especially equipped for this, even if you're not a good copywriter) (6:08) The "FDD" method for making your financial advising clients feel like you're the only advisor who actually "gets" them (9:57) One of the most powerful forms of proof you can put in your marketing (and why it'll never get you hassled by compliance) (14:19) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that's lower than the churn rate of most software companies and streaming services. And you know what? There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99). In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line. Listen now. Show highlights include: How to get a churn rate of only 0.4% for your financial services (2:55) Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27) The "ROI Spell Out" secret for making your clients know instantly that hiring you will grow their wealth (even if they've worked with subpar financial advisors in the past) (9:46) How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38) Why the best way to increase your bottom line, reduce your churn rate, and grow your clients' wealth is by telling them no more often (16:29) The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. And I get it: Outsourcing your lead generation to a third-party company is appealing. But there's a big, fat problem with buying leads: It's like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels. That's the bad news. The good news? In today's show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients. Listen now. Show highlights include: Why buying leads is like stuffing your savings account for a 1% return (1:28) How to get highly qualified leads for as little $7.50 per lead (3:06) The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29) Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08) How to land 10-40 new appointments by only investing $1,000 in this "forgotten" marketing channel (15:57) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return. The difference between the two? Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I've never peeled back the curtain and reveal how I pick the best freelancers each time. That ends today. In this episode, you'll discover my exact step-by-step process for hiring rockstar freelancers each and every time I need one. Listen now. Show highlights include: How hiring a freelancer "flips" the usual hiring process and helps you land a talented team member quicker (2:10) The absolute worst site, in my experience, to look for and hire freelancers (and which one to pick instead) (4:37) How to hire a rockstar freelancer each and every time you need one (7:05) Why hiring a more expensive freelancer will actually save you more money than hiring the cheapest freelancer (7:40) How turning the freelancer process completely upside down magnetizes the best freelancers to you (and how to do this) (9:28) Worried about handing over your passwords to freelancers? Here's how to completely minimize your risk when you do… (12:17) The overlooked way to get a 50% return on your investment (16:52) The single biggest mistake financial advisors make when hiring freelancers—and the dirt, simple way to avoid this mistake (20:40) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field. But he's been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years. Why? Well, that's what Mark and I chat about today. You'll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you've been a financial advisor. Listen now. Show highlights include: How to know if you're in the right career or not (and what to do if you realize you're in the wrong career) (3:23) The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52) 3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15) The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it'd help you land new clients) (18:55) The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25) The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30) One book that has nothing to do with financial advising that will make a direct impact to your business's bottom line (31:31) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right: Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation. How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business? Well, in today's show, I read the entire sales letter to you (don't worry, it's short), then reveal the 10 most important lessons that resulted in a 100% response rate. Listen now. Show highlights include: How this sales letter from 1925 got a 100% success rate and each customer paid $17,000 adjusted for today's inflation (1:12) Bruce Barton's "emotions and aspirations" secret which empowered him to write a sales letter that had a 100% conversion rate (1:58) Why ethically amplifying people's insecurities can cause a surge of new clients from every marketing channel you try (11:25) The weird way using your clients' death as a motivator is the single most persuasive way to convince them of anything (and how to make sure you avoid doing this in a sleazy way) (11:31) Why the wealthiest people are often the most insecure (and how to use this fact to persuade them to do your bidding) (12:18) The "DEE" method for writing captivating stories that makes your ideal prospects ready to fork over their hard-earned money to you (15:11) Struggling to get social proof for your financial advising business? Here's how to turn yourself into the ultimate form of social proof (18:11) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We're officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before. But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today's guest, Mark Willis, knows how to do this. Besides building a thriving 700+ member community, he also serves over 1,000 clients in his financial advising business. In today's show, Mark shares his best-kept secrets with you, so you can double your wealth, impact, and legacy by this time next year. Listen now. Show highlights include: The "SCORE" secret for growing your financial business faster by borrowing wisdom from retired executives (5:33) How to leverage what Mark refers to as "the best form of marketing he can possibly imagine" (7:24) How you can bypass both space and time with this coveted marketing medium and only meet with prospects who are already pre-sold on working with you (9:18) The "SAM" method for creating addictive content that primes your audience to only want to work with you (11:42) Why this "MSS" framework helps you create content for prospects at every stage of the buyer's journey (without boring any one person) (14:31) The ultimate cheat code for generating content, being a thought leader, building a following, strengthening your client relationships, and building the best SEO in the universe (15:53) How to give someone the chance to hang out with you for 50 hours before they ever meet you (and how this fast tracks your business's growth) (20:36) The "Halo Effect" that gives you celebrity-like influence in your niche (23:23) How to become a better and wealthier financial advisor by hanging out in your garage (40:16) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you're creating content, but aren't treating your content like any other asset… I guarantee you're working too hard for not enough money. Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it. That's why I invited Jonathan Rivera, founder of The Podcast Factory, onto today's show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come. In today's show, you'll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more. Listen now. Show highlights include: The "Servant First" mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04) How a podcast can turn you into the "Joe Rogan" of your industry and unlock an avalanche of impact with your target market (4:50) The best type of content marketing to pre-sell your target audience so they're ready to hire you before they schedule a call (7:23) How to turn your driest, most boring content into cold, hard cash (11:04) The "K-Cup" secret for podcasting that boosts your search results and turns listeners into clients (14:12) The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09) The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52) Why taking big, scary risks in your content—even if they're gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13) Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There's no shortage of marketing "experts" who are confident they know what they're talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I'm tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you've swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the "more traffic equals more clients" marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a "scale fail," but you don't have to abandon it completely. Here's how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can't "build it and they will come." And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Inner Circle members often ask me whether or not financial advisors can have multiple niches. The answer? Not only can you have multiple niches, but it's easier (and more profitable) than you probably think. And you know what? Since someone booked a $2,500, 30-minute consultation with me this week about this topic, I'll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you'll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less). Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37) The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16) Why ugly as sin landing pages actually convert higher than pretty ones (5:51) The "Pepperoni Pizza" rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37) The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11) Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08) How to personalize your emails in a way that makes your competitors completely irrelevant (13:47) The "multi-niche" formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39) Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working. Well, not only is this possible, but it's the only proven route to growing both your business and your freedom. Of course, you can't literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it. Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on "easy mode." In this episode, you'll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it's easier than you probably think. Listen now. Show highlights include: How to ethically build a team of "marketing interns" you never have to pay, micromanage, or even replace (1:06) The 5 "Treasure Trove" marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36) How to build relationships at scale with a personal touch and add an extra zero to your business's bottom line (2:05) The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15) The "Marketing Rental Property" secret that spits cash into your pockets without you even lifting a finger (6:54) How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10) The "GAR" content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor wants to get more done in less time. But this is an impossible task if you don't spend your time productively. There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance. That's why I'm answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you'll also discover how to minimize the impact distractions have on your productivity. Want to grow your business by becoming more productive? Listen now. Show highlights include: The "Capture Everything" secret for staying productive even when life happens and your workload constantly changes (3:31) How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02) The "CPE" method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41) Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55) How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55) How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30) Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55) How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm

Most people, including most financial advisors, are weak. They claim they're wealthy but have maxed out credit cards. They're afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. That's the bad news. The good news? Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong. The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help. In this episode, you'll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America. Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46) The "Vital Few" mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25) Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24) Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54) How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. Today's guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who's able to sell his business for a profit rather than closing it down for nothing. Besides selling his coffee shop and opening up a financial advising agency with his wife, he's also guided a successful rebrand for his advising business (without sacrificing his business). In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it. Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35) How the "Infinite Banking" concept gives you more access to cash (even if most financial advisors write it off) (3:50) Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34) The "Rhythms" secret for growing your business (without sacrificing time with your family) (11:28) The one overlooked "skill" many financial advisors lack that means more to your clients than a wall full of certifications (12:44) The simple "STILL Method" for mastering marketing, finances, and even physical fitness (17:01) How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29) 3 key steps to consider when rebranding your business so you don't make time-devouring mistakes (41:30) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

70% of financial advisors who clear over 7-figures per year have something in common: They have a niche, which gives them "expert" status in their market's minds and makes scaling to 7-figures (and beyond) a cakewalk. So, why don't more financial advisors niche down? Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a "niche" that only includes 10 people. But don't worry. Niching is easier than you think, especially after you listen to this episode. In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year. Listen now. Show highlights include: How to "flip" a prospective client's objection that money isn't important to earn a client for life (2:55) Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13) How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn't work) (5:14) Want to triple or quadruple your annual income this year? Here's the simple, yet effective way to do this (5:39) The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27) Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43) The "Layering" technique for picking a niche where almost no competition exists (and where you can play the marketing game on "easy mode") (10:52) The "Obvious" approach to picking a niche that's profitable, fun, and unlocks a surge of eager clients (15:02) Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they'll take another prospect call instead of spending the afternoon with their son. But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it's probably because they aren't making enough money–or because they haven't created a marketing plan that aligns with their unique personality, business and lifestyle goals. In this episode, you'll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too. Listen now. Show highlights include: The insidious "Altar of Convenience" trap financial advisors fall into which makes their family split at the seams (0:43) How to build a business that doesn't rely on sacrificing time with your children (without worrying about going bankrupt) (1:18) The "Nike Approach" to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38) The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39) Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11) How to spellbind your ideal clients and "ethically force" them to become your client by simply thinking strategically (14:47) Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28) The 3 questions you must answer so your business doesn't morph into a time-devouring, family-ruining monster (17:26) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don't send more than a couple emails per week. But this is the worst way to set up your email strategy. Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services. But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you'll land more high-quality appointments and clients. In this episode, you'll discover a few of the most effective (and unconventional) ways to make more money from every email you send. Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don't (even if AI can't replace your job) (2:32) The "Philosophical Divide" email secret that boosts both unsubscribes and paid clients (3:20) How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49) The "Celebrate Unsubscribes" mindset tweak that makes every email you send more profitable (11:00) How to land more high-quality appointments on your calendar by creating a "Nightmare Client Avatar" (14:08) Why making your clients pay more for your services actually "forces': them to get better results (15:49) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Starting your career as a financial advisor isn't easy. Well, it's even harder when you're a woman, like today's guest Anna Kareis. But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she's also a skilled marketer with valuable (and actionable) lessons. In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective. Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don't (5:53) How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55) The "end of relationship" trick for landing more female clients (9:55) How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52) Why hope is the most powerful tool you wield as a financial advisor (22:31) Why relying on lead generation services is a surefire way to go belly up (24:05) How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17) If you'd like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out. Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow. But here's the problem… Creating contagious content that drives appointments and sales is hard. That's why I invited Ermos Erotocritou, one of the world's best financial advisors at creating content for today's episode. In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business. Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45) Why creating even the best content falls on deaf ears when you don't ask yourself these 2 questions before creating it (6:28) The "facts tell, stories sell" trick that turns your content into an unpaid sales intern for your financial advising business (7:20) The "trust before transaction" secret for booking more calls and landing more clients (without talking about finances at all) (13:30) Why it's almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09) The "House Edge Voicemail Method" inspired by casinos that boosts your results from cold calling (18:32) Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37) How switching from an "ROI mindset" to a "COI mindset" unlocks a surge of new, hungry, and qualified clients (24:52) If you want a free copy of Ermos's book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients. Then there are other financial advisors who haven't generated even one call from LinkedIn even though they post all the time. The difference? The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn't. Here's the good news: Understanding, and then applying, the patterns isn't as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There's perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony. And in this episode, he's sharing all his juiciest secrets, so you can dominate LinkedIn too. Listen now. Show highlights include: The Life Events "feature" of LinkedIn that makes it the best social media channel for financial advisors (9:21) How to become "famous" to your niche on LinkedIn (without writing a single word of copy) (10:00) The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03) Why treating your LinkedIn page like a resume almost guarantees you'll land no clients from it (13:24) The "Direct Response LinkedIn" secret for writing infectious copy that surges you with high-quality sales calls (16:06) The "DQRT" formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24) Why copying and pasting content will bankrupt your business (even if it's worked for you in the past) (25:23) How talking about the nitty gritty of personal finance on LinkedIn doesn't result in new clients (and what to post instead) (27:17) The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14) The "Golden Rule" trick for using LinkedIn to instantly create trust with people who you've never even talked to (45:09) If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it's a highly visual social media platform, and they don't think they can get clients with it. But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business. In this episode, Clare shares how financial advisors can effectively use Instagram to land new clients, common mistakes advisors make on Instagram, and secrets to growing your business through Instagram. Listen now. Show highlights include: Why most advisors are mentally lazy (and why it's kept this incredibly effective marketing strategy for advisors a secret) (3:38) How to "jimmy" your target audience's inherent laziness and unhappiness to make both of you wealthy (5:33) Why someone who used to make 3,500 cold calls a week think it's dead (and 2 marketing strategies to use instead) (7:54) How to get 52 warm prospects to willingly give up their time for you in the next week (8:58) The weird way selling someone else instead of yourself "neutralizes" their natural abrasion to being sold to (and how to make this profitable for your business) (9:41) Why a personal Instagram account is more effective for landing new clients than a business one (12:44) The "Personal Posts" method for getting rabid engagement and landing new clients from Instagram (15:07) Why flying first class puts landing clients from Instagram on "easy mode" (20:29) The sneaky "Story Secret" for unlocking a treasure trove of new followers and potential clients on Instagram (35:33) If you want to connect with Clare, check out her Instagram account here: https://www.instagram.com/clarebaukham/ or her website here: https://www.clearwealthgroup.com/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business. That said, I'm the furthest thing from an expert on Twitter. That's why I invited an actual expert onto today's episode: Thomas Kopelman. In this episode, Thomas reveals how advisors can leverage Twitter, and make more than $16k per month from Twitter alone. If you're not using Twitter, or not landing clients from Twitter, this episode might just be the most profitable thing you listen to all year. Listen now. Show highlights include: How to curate your social media feed so it helps you grow your business (without driving you mad) (3:13) The dirt-simple 3-step plan to 8x your Twitter followers by this time next year (6:04) How to unlock a brand-new revenue stream—to the tune of $16,000 per month—by simply sending out a few tweets per day (even if you don't have a lot of followers) (7:34) The weird way spending 90 minutes a month creating tweets can result in a surge of new clients (14:53) How tweeting even "basic" knowledge can cause of meteoric rise in booked meetings with qualified prospects (24:48) The "Employee Jedi Mind Trick" for making it almost impossible for your clients to part ways with you (33:17) If you want to connect with Thomas, you can follow him on Twitter here: @TKopelman or on LinkedIn here: https://www.linkedin.com/in/thomaskopelman/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors tend to treat all of their clients like they're the exact same person. This is a massive mistake, even if you're niched down and deal with the same type of people every day. Why? Because you win or lose a client's lifetime business not by the results you give them, but how you make them feel within the first few times you meet. That's why I invited Brandon Chapman, client onboarding expert and founder of AdvisorFlow, onto today's show. In this episode, Brandon reveals how to improve your processes, leverage technology, and retain clients for decades by making a few simple tweaks to your onboarding systems. Listen now. Show highlights include: How treating every client the same plants to the seeds of bankruptcy in your financial advising business (even if you deliver life-changing results for your clients) (2:53) Why "Disney-fying" your financial advising business makes your clients happier that you're charging higher prices for your services (3:45) 3 simple ways to treat each client in a unique way (even when every client works in the same industry) (4:58) The "Super Mario" secret for creating processes for repeatable business and scaling on "easy mode" (6:32) How to leverage the first few touchpoints with new clients to cement your relationship for decades (even if your clients get subpar results) (9:08) The weird way automating most of your business actually makes you more human and relatable to clients (11:13) How using AI to "outsource" your creativity can make Google punish your site (and how to outsource your creativity without upsetting Google) (17:46) Why looking at other industries for ideas for your financial advising business unlocks an absolute surge of new clients and referrals (24:19) If you want to connect with Brandon and see how improving your onboarding systems supercharges your business, you can find his website here: https://advisorflow.ca/. Or you can connect with him on LinkedIn here: https://www.linkedin.com/in/brandonchapmancfp/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you're only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. Think you could make more money, enjoy more time off, and deal with fewer frustrating headaches? Me too. And that's why this episode could, quite literally, change your life. In this episode, Noah Rosenfarb, financial advisor to the top 0.5% and author of Exit: Healthy, Wealthy and Wise, joins me to reveal his secrets for marketing to the top 0.5%, so your client roster can be full of clients with real wealth. Listen now. Show highlights include: Want to sell your business one day for an obese lump sum? Here's the only book you'll ever need… (2:56) The strange way scaling your business to $100M than selling it can cause a divorce (and how to use this fact to land wealthier clients) (4:22) The "Hyper Liquidity" secret for helping your clients have the biggest liquidity event of their life while you're their advisor (5:36) How blindly investing in your business month after month can nuke your bank account (7:45) The little-known "Return on Time" metric that lets you know the exact moment to sell your business for the best value (8:16) The insidious way you could be sabotaging your business and ransacking your freedom when your business makes more moolah (9:33) How niching down based on psychographics instead of demographics helps you magnetize the top 0.5% as clients (10:32) 2 key ingredients which separate decamillionaires from the average Joe making $80 grand per year (and how to use this "intel" to land decamillionaire clients) (23:16) If you want to connect with Noah, you can find him on LinkedIn here: https://www.linkedin.com/in/noahrosenfarb. And you can also visit https://richbeyondmoney.com to get Noah's free ebook, "Rich Beyond Money." Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don't fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers like lower ad costs, more credibility, reporters seaking you out, and more. Well, today's guest, Dr. Jay Zigmont from Childfree Wealth, joins us to discuss how going all in on his niche of childfree adults has allowed him to grow way faster than any other financial advisor in his first year of business. Want to speed up your growth by going all in on your niche? Listen now. Show highlights include: How picking a broad niche that includes as high as 20% of the population can actually competitor-proof your business (2:39) The 3 "must-have" rules for picking a wildly profitable niche (7:03) How the decision to either have kids eventually or not changes the entire course of your financial plan (11:40) The 4-step "Niche Growth" secret for dominating your niche and growing a lucrative financial advising business within your first year (14:39) Why writing a book creates expert positioning in your niche and can lead to 15 appointments in a day (even if you self-publish and don't sell many copies) (15:32) The "Moat Marketing Strategy" that makes you immune to competitors and helps you borrow credibility from financial giants like CNBC (24:43) How to pick a niche that lands you 7 new clients in a month (when most advisors struggle to land that many new clients in a full year) (37:57) If you want to connect with Dr. Jay and learn more about childfree wealth, visit his website here: https://childfreewealth.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche. Why? Well, many believe that Christians aren't as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you're a fellow Christian. That's why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche. Listen now. Show highlights include: Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20) How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03) The counterintuitive way "Faith-dumping" on prospective Chrsitian clients can repel them away (11:15) How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25) The ad copy trick for calling out your intended audience without offending them or breaking Facebook's rules (27:31) The sneaky "Image Secret" for ads so you only attract your ideal clients (29:35) How productizing your financial advising services can double the amount of clients you can serve (34:17) If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors ignore Gen Z thinking they don't have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don't start getting ahead of this trend now, you might find yourself without a business in 10-15 years. That's the bad news. The good news? In this episode, Ben Phillips from North Coast Asset Management and host of the Gen Z and Friends podcast, joins me to reveal how to market to Gen Z (without coming across as a cringy Gen Xer). Listen now. Show highlights include: How to tap into a segment of the population that has over $100 million in buying power (that most financial advisors ignore) (4:20) The one social media platform that 95% of Gen Z and millennials use almost daily (4:42) The "Four C's" approach for marketing to Gen Z that makes them salivate about the idea of working with you (8:51) Why pandering to Gen Z by making cringy TikTok dances repels them away instead of attracting them (and how to stop pandering) (16:23) The counterintuitive way offline events work better for landing Gen Z clients than online ones (18:51) Why bashing crypto as dumb today is a surefire way to evaporate your sales pipeline and business 10 years from now (23:40) If you'd like to connect with Ben on social media, you can find him on Instagram here: https://www.instagram.com/bensbullsandbears/ and LinkedIn here: https://www.linkedin.com/in/benphillips5/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it? Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely. That ends today. In this episode, I'm revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days. Best part? You'll be able to do the same once you realize how simple it is. Listen now. Show highlights include: The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05) Legendary marketer Gary Halbert's "starving crowd" secret for becoming the #1 financial advisor in your market (1:30) Why "swiping" from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19) The "Today and Tomorrow" technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50) The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08) Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

YouTube is one of the most lucrative and effective marketing strategies for financial advisors. Why? Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients. No other social media is half as powerful as YouTube. And no financial advisor knows the ins and outs of YouTube like Dave Zoller from Streamline My Practice. In this episode, Dave shares how to grow your account from 0 to thousands of subscribers, how to get people to sign up for your services after watching your videos, and why YouTube is the single best marketing channel for financial advisors. Listen now. Show highlights include: The only 5 ways financial advisors can grow their business (and how to pick the one that skyrockets your growth the fastest) (3:31) How being a financial expert actually hinders your marketing engine and stifles your growth (6:49) Why you won't land many appointments from your YouTube videos (and the "micro-ask" trick to reverse this) (9:39) How to start making high-quality and valuable YouTube videos that grow your business using nothing more than your iPhone (17:52) How to get YouTube to pay you to bring your ideal clients to you (21:15) The weird way writing a few sentences on LinkedIn can morph into 261,000 YouTube views (31:22) If you'd like to learn more about Dave Zoller and how he uses YouTube to grow his financial advising business, sign up for his email list at https://streamlinemypractice.com. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Without improving your goal-setting skills, you'll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it's also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer. Well, I have good news on that front: In today's episode, Mando Sallavanti, a young advisor who's already enjoyed more success and wealth than most financial advisors ever enjoy, joins me. He reveals how he set goals that took him from making $360 in three months to building a six-figure advising business. And you know what? It's probably much simpler than you're currently making it. Listen now. Show highlights include: How changing your environment can magically unlock pent up demand for your services and surge you with new clients (3:21) The 3 "bedside questions" every human asks themselves (and how understanding this gives you a license to print money as a financial advisor) (5:07) The bizarre way having an athletic background is a cheat code for becoming a successful financial advisor (6:57) The "making a friend' approach to sales that nukes the pressure you feel and makes your prospective client drool (8:41) Why planning your wild financial goals around giving all but guarantees you'll meet—and exceed—them in half the time you otherwise would have (10:22) How simply thinking about your craziest goals and ambitions enchants your subconscious to achieve them for you (15:07) The wicked way the people closest to you start despising you as you become successful (and how to handle this without sabotaging your success) (17:32) One question to ask yourself as your alarm shoves you out of sleep that forces you to surpass even your wildest dreams (21:41) How looking like a dummy in front of your clients actually makes them more willing to pick you instead of another financial advisor (25:12) Disclaimer: Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Want to connect with Mando? You can find him on LinkedIn here: https://www.linkedin.com/in/sallavanti/ or on Facebook here: https://www.facebook.com/armandosallavantiMMGP/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors receive advice for marketing their business that's mediocre at best and can cripple your most cherished relationships at worst. But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you'll start to hate your job too. Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him. And you know what? They'll work for you too. Listen now. Show highlights include: How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04) Why engineers make the worst clients for financial advisors (even though they're intelligent and wealthy) (7:02) The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52) How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23) Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02) How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47) How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21) Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There's nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don't buy my products or coaching. Why? Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague. Now, financial advisors with a victim mentality won't even hit play on this episode. But I recorded this episode for you—if you sometimes slip into a victim mentality, and want to eradicate it before it sabotages your joy, business, and life. In this episode, you'll discover why a victim mentality is lethal, how to obliterate it, and why you should fire any client that's infected by it. Listen now. Show highlights include: The insidious and widespread mindset that plagues financial advisors and strangles their wealth, health, and happiness (1:35) How having even one client infected by a victim mentality can make your business go belly up (3:28) The tragic, yet motivating news story that instantly nukes your victim mentality for good (7:49) Making less than $150k per year as a financial advisor? You can't afford to miss this… (9:29) 5 signs you may have a victim mentality (and how to reverse them before misery and poverty consume your world) (14:16) Want to find out how healthy you really are? Head to Stevyn's site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, there may be one aspect to your "financial health" that you're completely neglecting. In fact, most financial advisors don't even consider it a part of their finances, but it trumps all other forms of finances. What is it, you ask? Your health! Not only will improving your health lead to better financial health (for you and your clients), but it's also one of the best ways to ramp up your referrals and grow your business. In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health. Listen now. Show highlights include: The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18) How becoming healthier can actually magnetize your dream clients to you (5:38) The sneakiest (and most effective) business growth hack for financial advisors (7:31) 4 smoking gun signs that you're on the road towards heart disease, diabetes, and cancer (8:31) The "take out the trash" trick for keeping your stress levels low (even when you're overwhelmed) (12:41) How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14) Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19) How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25) Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37) The "Great 8" secret for simplifying and improving almost every aspect of your health (38:49) Want to find out how healthy you really are? Head to Stevyn's site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can't do the same for themselves. Why? Well, first and foremost, it comes down to an inability to listen and take action. That's why you're stuck—you overthink and under-act. In this episode, you'll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving. Listen now. Show highlights include: The single most prominent characteristic of financial advisors who underachieve (4:25) Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23) The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11) How to get as much as a 194% return on investment (or more) every time you invest in this "hidden" investment (12:33) Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

You've heard me say before that email marketing is the #1 most effective appointment-setting strategy I've ever seen for financial advisors. But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed. Well, here's the good news: In this episode, I reveal the simplest and most effective way you can grow your email list as a financial advisor. And you'll also discover why you don't need thousands of email subscribers to make money from email marketing. Listen now. Show highlights include: How an email list both magnetizes your ideal clients while also repelling your worst clients away (1:33) Why buying a list of emails interested in your financial services is the fastest way to sabotage your results from email marketing (3:29) How to use email to land 2 new clients a month (without writing a new email every day) (3:56) The almost-too-simple way to "ethically force" your ideal clients to join your email list and read your emails (5:36) How not investing in yourself and your business causes deep psychological damage to you that can put you out of business (7:14) How to generate 190 new email subscribers in a day (without breaking the bank) (9:30) The dirty "N-word" which helps you generate more revenue by having less subscribers on your email list (15:33) Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, you often have your clients' livelihood in your hands. But as a client to a financial advisor, it almost never feels like this. Why? Simply put, most financial advisors don't understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you'll never be able to impact your clients' and prospective clients' wealth generation as you otherwise would. That's the bad news. The good news? In this episode, financial advisor and behavioral economist, Dave Yeske, joins me to reveal how you can use psychology to better serve your clients. Listen now. Show highlights include: The "2 people" secret from psychologist Stuart Heller that helps you unlock better results for your clients (3:08) Why reading this book written by two economists will boost your success in your financial advising business more than perhaps anything else (5:07) How small incremental changes in your clients' financial habits create ripple waves of wealth compared to massive changes (7:55) The simple "Financial Satisfaction Survey" technique to turn cold prospects into red hot clients by checking a few boxes (11:14) Why asking open-ended questions is the single greatest "sales skill" you can learn (12:39) 4 words to say to prospective clients that makes them salivate about the idea of working with you (15:10) The powerful "Connect the Dots" method for making it almost impossible for your clients to ignore your financial advice (18:42) How to become the most trusted and referred financial advisor in your market by acting like a peacock (24:47) Why "ignoring" someone after they tell you bad news comforts them more than trying to rationalize it (and how this helps you turn clients into lifetime loyalists) (29:32) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you'll burn potential prospects forever, wasting countless hours of your time, money, and sanity. That's the bad news. The good news? If you know how, It's easy to generate clients on demand via LinkedIn. If you know how. Question is, how do you do it, especially after changes to LinkedIn's algorithm? In this episode, I reveal exactly how to get your content in front of more people on LinkedIn. If you ever wanted to take notes from a podcast, then this is the one to do it. Listen now. Show highlights include: Bag a couple more clients by stealing these 20 free social media post ideas specifically tailored for financial advisors (1:11) The simple way to earn more and work less by 10xing your lead generation efforts (2:00) Worried about changes to LinkedIn's algorithm? Here's how to "position" yourself to stay front and center of your dream client (3:05) Why thinking "Just post, post, post, get your content out there!" is an excellent way to never be seen (and get a client) from LinkedIn (4:55) How to "pre-qualify" prospects on auto-pilot (and eliminate 95% of the manual grunt work you normally do on sales calls) (6:08) The "amplification" strategy to consistently boost your posts in front of your target market on LinkedIn (9:30) How to sneakily build trust, credibility, and rapport immediately after you've just done a LinkedIn Connection Campaign (10:29) The scientifically proven way to boost the chances of your prospect seeing your next post by a whopping 85% (11:46) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

New year new me, right? Everyone says that, but let's be honest, who actually does anything about it? Well, on today's podcast, I'm going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You're probably sick of me saying this, but… Number 1 — Get an email autoresponder! Now, I'm not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you'll be able to find clients easier, and have more of them. In this episode, I reveal exactly how to work less, and earn more in 2023. Listen now. Show highlights include: 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10) The "Law of Large Numbers" secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15) How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of "MTMM" (5:12) The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57) HateDon't like "chasing" prospects? Here's a strategy to get them to raise their hands, say they're interested, and chase you insteaddown automatically (9:20) The "stranger on an airplane" secret to attract potential clients to you like a magnet (16:13) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I'm in, I'm also in several mastermind groups for business owners. My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success. That's the bad news. The good news? Once you know what these mistakes are, it's easy to reverse them and unlock more wealth than you thought possible. The best news? In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them. Listen now. Show highlights include: Why a scarcity mindset "costs" you more wealth than going out and buying outlandish material goods (3:22) How Eve fell into the sneaky "Serpent Trap" in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22) The instant "10x Happiness" mindset shift that increases your joy by tenfold—at the bare minimum! (6:56) The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13) How not believing in yourself can actually magnetizes success towards you (11:52) Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There's a massive gap between what financial advisors think they're doing and what clients perceive they're getting. That's why many financial advisors lose clients even when they help them make money. Here's the thing… There's no right or wrong when it comes to perception. And your clients' perception of you and your services mean more than the amount of wealth you build for them. That's the bad news. The good news? Well, it's pretty simple to create a better perception of your services in your clients' minds. Especially after tuning into this episode. In this episode, you'll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this). Listen now. Show highlights include: The insidious "Call Reluctance" trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24) Why your clients might secretly hate you (and how to "ethically force" them to love you) (5:04) How to make your clients happier and more prosperous by using the "Seatbelt Secret" (7:33) The "Tie It" Technique for instantly helping your clients see the value you're providing them (10:54) How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24) The deadly "Curse of Knowledge" mistake that can make even your most successful clients want to cancel (13:12) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors don't charge enough for one of two reasons: Either their marketing machine isn't up to snuff. Or they don't feel comfortable with charging higher prices. But here's the thing: Charging more not only helps you attract better clients, but it also helps you serve your current clients better. In other words, charging more is the single best way to improve every aspect of your marketing and business. In this episode, you'll discover why charging higher prices is the best marketing "hack" you can do. And I reveal simple mindset tweaks which help you feel okay with charging more. Listen now before inflation eats more of your life savings. Show highlights include: How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23) Why high prices are often the best qualification tool in your marketing toolbox (5:01) The weird way charging your clients too little can cause violent outbursts (7:39) The "Overbooked Airplane" method for making your clients thank you for charging them more (10:20) The "UVP" marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22) How spending more money on silly material items automatically attracts higher quality clients (16:36) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you'll lose all of your clients overnight. Of course, this never actually happens. But it still feels real inside our brains. Well, that's why I recorded this episode. Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients. Listen now. Show highlights include: The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16) Why adding more "value" to your offers doesn't mean you can charge more (5:16) The "Contrast Trick" which lets you charge double (or even triple) what you're charging today (6:38) How to charge 76.6% more for your offers by simply going to your office (9:15) The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43) The subtle "discount" mindset shift which helps you feel comfortable with charging higher prices (18:37) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there's a trend for which personality types make the most money and enjoy the most success. For example, having an "S" marker in the Myer Briggs personality test is the most common. But it's also the most lethal for your success as a business owner and financial advisor. In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality. Listen now. Show highlights include: The absolute worst personality type to succeed as a financial advisor (and how to change it if it's your personality) (2:48) The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39) How to radically transform your financial advising business by using the "MMS" secret (7:32) The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31) How to turn your personality type into an unfair advantage (even if your personality type isn't as likely to become a millionaire) (16:27) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Here's a cold, hard fact of life: Most people retire almost as broke as they were when they entered the world. Why? Well, there are several reasons. But none is more lethal than "Projection Bias." It doesn't just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth. But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients', wealth. Listen now. Show highlights include: Why decamillionaires don't make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34) The "40% Secret" only the wealthiest people in the world know about and leverage (2:58) How being the dumbest person in the room is a cheat code for wealth creation (4:47) The insidious "Projection Bias" trap which results in most people retiring broke (even smart and successful financial advisors) (5:40) Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41) How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14) How to improve every aspect of your marketing by acting like a child (15:32) 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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you're not making as much in your business as you'd like, I have some humbling news for you: You're letting your ego sabotage you! Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. But you know what? You don't have to give into your ego. In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about. Listen now. Show highlights include: Puff Daddy's "Ego Secret" responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53) Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37) How your ego tricks you into mutilating your wealth (without even realizing it) (5:59) The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18) Why hiring a marketing agency slowly cripples your growth (even if they're making you more money) (12:57) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors are great at their job, but they suck at marketing. I don't say that to be cruel. But sometimes the truth hurts. That's the bad news. The good news? After listening to this episode, you will never be able to say you suck at marketing again. Why? Because I'm revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you're about to listen to. In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles. The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it's a crime I'm giving it away for free. Listen now. Show highlights include: The "N-word" which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43) Why alienating and repelling people from working with you magnetizes your best clients to you (3:46) How to verify your niche's profitability in 30 seconds (or less) (8:40) The "Grey's Anatomy" secret for sending emails that make your target audience drool over the idea of working with you (15:17) The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53) Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26) The "Show, Not Tell" technique which practically forces your prospects to trust you (32:02) How to land more clients from LinkedIn by getting fewer impressions (41:55) The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html