Financial Advisor Marketing Podcast

When it comes to getting clients, there's two words you've heard a million times: Prospecting and marketing. And with so many people posting client-getting advice on social media, it's easy to confuse the two. But if you don't know the difference, none of your work will get results because you're sending the wrong messages to the wrong people. In this episode, you'll discover the difference between marketing and prospecting—and how to excel at both so you always have a full pipeline of red-hot leads. Do you want as many clients as you can handle? Listen now! Show highlights include: What you can learn about getting clients from 4th grade geometry classes. (6:28) Why you're in the marketing business even if you've never written a blog article or posted on social media. (10:51) How your marketing budget kills your marketing results. (15:17) How office decoration can make prospects run away—or close them before you say a word. (11:59) The one insight that attracts more clients than the world's best marketing strategy. (17:21) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn. If you're not, this episode is for you. You'll find out why LinkedIn is the absolute best social network available to financial advisors and how to use it to get the wealthy clients you've always wanted. Ready to do business with wealthy clients who appreciate you? Listen now! Show highlights include: How young newbies old financial advisors make more money after a year than seasoned veterans after a decade. (4:30) The habits 95% of millionaires use to get and stay rich. (8:11) A giant email marketing lie that keeps you slaving away all day for the same money. (10:43) The "Message and Mail" strategy that gets leads in your target market in 2 easy steps. (14:44) Why the most common LinkedIn strategy is also the least effective. (15:10) How to get leads on autopilot without being pushy.(17:18) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive. One of the reasons: Most people waste time. They're not productive and barely get anything done. If you want to build a successful practice as a financial advisor, you need to be as productive as possible. In this episode, you'll discover the 3 best productivity tools for financial advisors. Ready to have more free time and make more money? Listen now! Show highlights include: How spending more time with your family can ruin your kids. (5:51) A free software tool that shows you where you waste valuable time. (9:12) How to get more done in 4 hours of work than others do in a whole day. (12:33) How laying in your bed can make you happier, wealthier and happier. (16:09) How turning your house into a "red light district" can make you more productive. (18:16) The marketing strategy that frees up your time instead of clogging up your schedule. (19:33) 2 email marketing tools that get financial advisors red-hot leads and free up their time. (21:01) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don't get results, you might as well throw your money in a barrel and burn it Financial advisors who run profitable ads have an unfair advantage. In this episode, you'll discover how you can run ads that bring you clients without extra work. Let your competitors waste time at networking meetings and cold-call strangers. Ready to get an advantage over your competition? Listen now! Show highlights include: How to run profitable campaigns even when your company won't let you run ads. (2:57) A sneaky method "gurus" use to fake their marketing results. (5:27) How your targeting can kill your entire campaign before you write a word. (8:06) How to make money off of an offer you haven't created yet. (9:43) Why most financial advisors burn money with online ads. (14:45) Why traffic, followers and comments don't matter and the only metric that does. (19:45) Unsexy, but highly effective marketing strategies few advisors use. (21:37) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don't know how to get there. But most people never get there because they focus on shiny objects and short-term tactics. Those will never get you to real wealth. But if you focus on the strategies outlined in this episode, you can achieve lasting success and wealth. Want to claim the freedom you deserve? Listen now! Show highlights include: Why most people never get rich even if they work hard for 40 years. (6:11) Why you should never learn marketing from other financial advisors (9:06) Why 1% improvements never create breakthroughs. (11:42) 3 marketing strategies that are killing your business—even if they get you leads. (12:54) How the top 1% of advisors think about their marketing—and 4 ways you can copy their mindset in your own life. (15:25) Frank Sinatra's secret to making passive income without being alive. (16:04) The simple-but-hard method to becoming wealthy and free. (20:15) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Designing A Lifestyle Advisor Practice You probably didn't start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want. And that can be your reality. Your business doesn't have to be a low-paying job with a terrible boss. In this episode, you'll find out how to build an advisor practice that gives you the exact lifestyle you want. Ready to break free? Listen now! Show highlights include: If you want to reduce your work hours, this 8 word sentence will set you free. (5:19) How to screen for clients who'll boost your business instead of clogging up your schedule. (7:07) Dangerous lies most financial advisors tell themselves about their business. (14:20) Feel stuck in business? Get clarity on these 3 things by picking a niche. (16:22) How many clients do you really need? Here's the definitive answer.. (18:17) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren't as great as they sound. If you're not careful, referrals will kill your business and have you searching for a new job. But you don't have to give up referral marketing. You can build a sustainable financial advisor business with referral marketing strategies—as long as you don't depend on them. If you're in this for the long haul, listen now! Show highlights include: Why referrals should never be your only marketing strategy—unless you want your business to crash and burn. (4:48) The biggest disadvantage of referrals—and how to avoid it. (5:01) Why the most successful advisors turn down referrals. (6:02) How to get better referrals without begging and pleading. (7:56) If someone tells you about their referral-only business, throw all of their advice in the trash. (11:04) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

You've heard all the business mantras, listened to every sales guru and read books rich people recommend. But even though you know the exact steps to build the life you want, you're not living it yet. That's probably because of limiting beliefs. These toxic thoughts erode even the best success mindset and keep you stuck until you defeat them. Today, you'll find out how to kill a limiting belief and replace it with a mindset that guides you towards success again and again. Want to end the constant struggle and create the outcomes you really want? Listen now! Show highlights include: How Jeff Bezos' thinking makes him rich while most people stay average. (2:58) The way too simple method to "solve" neediness forever. (5:39) Why hard work and honesty won't make you tons of money, no matter what Instagram gurus tell you. (8:13) Dumb beliefs that keep advisors poor. (10:31) How to quadruple your rates without losing clients. (14:15) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

If you want more clients, you need more prospects. But if you're talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom. The truth is: You need fewer prospects than you might think to live your dream life. In this episode, you'll find out exactly how many prospects you need to build the business even your clients could only dream of. Ready to stop blindly chasing leads and build a business you actually like? Listen now! Show highlights include: Why spending $10k is better for your business than spending $100. (5:03) The crucial difference between a qualified prospect and a poor tire kicker hellbent on wasting your time. (10:31) The unshakeable confidence you get from 100 of these names will do 1000x times more for your practice than a bunch of "leads" (13:30) Why "quality over quantity" makes you less successful. (17:08) Why wild west gold diggers were better at marketing than your favorite guru. (17:43) The slightly "woo-woo" mindset that magnetizes leads, prospects and clients. (19:45) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you're a regular listener of this show, you've probably had a question pop into your head while listening. In this episode, James answers questions from listeners, a privilege usually reserved for Inner Circle subscribers. Want to learn more about James, get business-boosting advice and get your question answered? Listen now! Show highlights include: Is Dave Ramsey's new program dangerous? (2:55) How to make your follow-up succeed without being annoying. (4:42) The blood-sucking type of SEO agency you should run away from. (10:24) The only metric you should use to decide if you should invest in an online course. (15:13) Don't follow any marketing "guru" until you've listened to these 4 reclusive copywriters. (16:11) LinkedIn request acceptance is going down. Here's how much you should be getting. (18:09) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You spend a lot of time communicating with prospects, clients and business partners. And if you're like most advisors, you get ignored at least half of the time. It's not because people hate you. They just hate all the sales & marketing techniques "experts" sell you. Clients want you to do something else. In this episode, you'll find out how to supercharge your communication. That way, you won't get ignored nearly as often, get more prospects and lose less clients. Ready to talk to people the way they want to? Listen now! Show highlights include: Why you shouldn't use technologies invented after 1995 to talk to clients. (10:31) The surprising medium 71% of older clients prefer. (11:35) Never market on this social network unless you also cut your lawn with scissors. (14:13) Ask about this first or lose the prospect. (17:21) Why financial results matter less than this simple thing you do every day. (17:42) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You'll make more money serving wealthy people than any other clients. But if you've never met a millionaire, you probably don't even know where to start meeting them. But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective marketing. In this episode, you'll find out how to put this into practice and close the rich people you want as clients. Ready to stop settling for ordinary clients and work with rich people? Listen now! Show highlights include: Why your richest clients won't drive Lamborghinis, wear gold chains or invite you to their yacht (and how to spot real millionaires). (6:27) What millionaires really pay for (a custom-made suit won't convince them). (9:23) Use this common sales technique on rich people and you'll be escorted out by security. (11:16) Everybody bores affluent investors with stock market graphs. Use this long-term strategy instead and beat your lazy competitors. (13:01) How "SSCCR" ruins your prospecting efforts before you ever touch the phone. (14:16) Why copy & paste marketing templates repel high net worth leads. (21:24) These overlooked statistics show: Most millionaires want your services! (24:34) 7068 millionaires might be looking for a financial advisor right now. Will you do the honors? (26:49) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow? You can't. Sure, "gurus" out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds. The truth is: There's no effortless way to succeed as a financial advisor. But you can use leverage, scale and systems to generate leads, close clients and minimize your work hours. In this episode, you'll find out exactly how to build the business you want instead of slaving away at work that gets you nowhere. Listen now! Show highlights include: If you're cold-calling, emailing or going to networking events, your marketing isn't good enough. Here's why. (11:14) How to eliminate prospecting and reach thousands of people with a few hours of work. (12:10) If you're smart enough to not believe in overnight success, build these 4 marketing assets now. (13:43) How a video with 6 views can make you rich. (14:11) Why a single blog article, YouTube video or podcast episode is worthless. (15:51) If you want to make it in the long-term, you have to build these two things right now. (17:40) How to make "passive income" as a financial advisor. (22:31) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

In normal times, it's easy to go to the office, do your work and go home. But we're not living in normal times. Clients want to liquidate assets. People are scared to invest. The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you'll see opportunity where others hunker down. Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business. Show highlights include: Advisors who throw in the towel skip these 4 "mental preparation" habits. Ignore them and you might be on a job board soon. (4:03) Why the best financial advisors are NOT in the investing or financial planning business. (6:55) Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41) A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31) 3 crippling thoughts you can banish instantly by writing them down. (21:20) If you can't answer "yes" to this question, you might be missing your clients' biggest cash reserves. (34:08) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Chasing clients sucks. If your skeptical prospects object at every word you say, you'll not only stay broke, you'll also hate your work. The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they'll even come to you on autopilot (never make a cold call again). This might sound impossible, but it's what all the rich advisors do. In this episode, you'll find out how they make pre-sold leads come to them. Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now! Show highlights include: How to get faster results with inbound marketing. (4:35) The most important to link on your website—this tiny change can multiply your results. (11:30) How to write content that gets you ranked on Google and convinces prospects. (13:12) The exact amount of keywords to focus on for more Google traffic. (21:30) How one advisor "infiltrated" corporate executive suites with his content. (29:49) An overlooked traffic strategy that also starts profitable relationships for you. (33:24) Why NOT to do cold outreach, no matter what gurus tell you. (36:56) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

Let's face it you're not as successful as you want to be yet. And you're probably worried you won't get the success you know you deserve. Time to make sure you're the advisor who'll become wealthy, happy and fulfilled. How? There's 5 core signs all great up advisors share. In this episode, you'll find out exactly what these 5 signs are and how you can implement them for yourself. Want to have absolute certainty you'll be successful? Listen now! Show highlights include: The marketing system you'll profit from for the next 10 years. (5:00) What the world's best salesman says about other people's opinions. (8:30) The only opinions you should listen to besides your own. (9:51) One forgotten book many successful people read and love. (14:21) Why "be yourself" can torch your reputation and scare off clients. (17:35) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

If you're wildly ambitious, an above-average income won't cut it. While normal people would hate you for it, there's no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you've always wanted? It won't happen unless you join the elite advisors who clear multiple six figures each year. Fortunately, there's a plan for you to get there. It's all laid out in this episode. Ready to multiply your income and leave the losers behind? Listen now! Show highlights include: How to multiply your revenue with a single decision. (1:53) Why putting more on your to-do list kills your productivity and happiness. (7:55) Why your competitors close the clients you do free work for. (14:00) The "always on" marketing asset 99% of advisors make no money from. (16:50) How to reach leads who pretend to be "out of office". (20:58) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

You've probably made some bad emotional decisions in your life. Whether you bought something you couldn't afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food. But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working. If you're ready for a better business and life, listen to this episode now. Show highlights include: 2 emotions that can wreck any business completely. (6:30) The unconscious emotions that make you work for free. (14:27) How you can avoid being a broke advisor. (16:24) Why making tons of money to prove someone wrong will leave you heart broken. (21:30) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Many successful businesspeople will tell you to get a mentor. And maybe you've been looking for someone to take you under their wing, to help you become who you need to be. But what if that's a waste of time? What if listening to a mentor doesn't get you where you want to be? In this episode, you'll find out who to listen to and whose advice to ignore. That way, you'll only get the best advice from the right experts. Stop letting bad advice ruin your business. Listen now! Show highlights include: One common piece of advice successful people don't even follow themselves. (5:48) The one thing no mentor can ever teach you (but you absolutely need). (7:07) "Unsexy" ways wealthy people build successful businesses. (12:20) Why you should never ask successful people to pick their brains. (14:39) The most valuable thing a mentor can give you– in 30 seconds. (16:17) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

The most common questions financial advisors ask themselves are "How can I get more clients?", "How can I get more money?" and "How can I have more free time?". You've probably noticed those don't help you reach your goals. That's because sales and marketing doesn't work that way. With that mindset, your content will be ignored, your clients jump ship and prospects never reply. Bob Burg knows the real questions you should be asking and how you can turn them into massive sales success and more leads from referrals than you can handle. Ready to find out the right questions to ask and transform your business? Listen now! Show highlights include: The "law of value" that determines your true worth to clients—this is the root cause of all marketing problems. (4:25) 3 things to increase in your business—profit isn't one of them. (8:40) How to give more than you take without being a doormat. (18:30) What most prospects don't understand—and how to attract the "dream clients" you really want. (21:35) Step nr. 1 to become the most valuable financial advisor. (23:43) 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. Find out more about Bob's Endless Referrals here: https://EndlessReferrals.com Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You're probably worried. Clients could abandon you. "closed" leads might not come through anymore. You may even need a desk job soon. All of that's scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis. In a few years time, you'll look back at this. Will you remember giving up on your goals? Or will you remember massive growth and transformation? If you want to thrive while your competition crumbles, listen to this episode now. Show highlights include: How to keep clients from running away in a bear market (you won't like this answer, but you need it). (3:53) The 4 simple activities you're probably not doing that could save your business. (6:12) 2 ways to "prep" your business to thrive in any crisis (you can build them in a few days). (6:54) How to "fireproof" your business so you never panic in a bear market again. (8:40) Why you already know how to profit from this crisis, but aren't using those skills. (8:12) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

As a financial advisor heading out on your own, you've got a lot of obstacles in your way: Skeptical prospects, competition, overwhelm, the list goes on. But none of these things can slaughter your business as fast as the enemy we'll talk about today. This enemy has the power to keep you from ever living your dream—but if you turn him into your ally, you'll become effective beyond your own belief and blow right past the biggest goals you've set. In this episode, you'll find out who hat enemy is, how to shield yourself from it and make it work for you. Ready to defeat your biggest enemy and free yourself from any limitations you might feel right now? Listen now! Show highlights include: Why you should change the lightbulbs in your bedroom if you want to perform better. (7:48) How slowing down and taking less action makes you more successful in the long-term. (11:21) The 4 (painful) phases of gaining success in any field—and why not to look for step-by-step advice. (16:25) The only 2 things that make you money (hard work is not one of them). (19:23) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You're probably a knowledgeable, effective and trustworthy financial advisor. You know you'll take good care of your clients' capital. But even with all your skills, you can't afford to be boring. If talking to you feels like a chore, no client will want to stay with you and prospects will start checking their email on calls with you. If you want clients to come to you, stay with you and refer you, you've got to become at least somewhat fun, friendly and entertaining. The good news: You don't have to become a stand-up comedian or start wearing funny outfits. In this episode, you'll find out how to stop being boring and become the financial advisor clients love interacting with. Listen now and have more fun in business! Show highlights include: How to do better marketing by giving way less "value" than anyone else. (8:07) Why you should educate your prospects, but keep most of the information from them. (11:55) Is "giving value" undermining your business? How well-meaning help cannibalizes your own business without making a penny. (13:58) Be less boring: The easy way to become entertaining without creating more content. (16:30) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

Most financial advisors are good at their craft, but aren't great at generating leads and turning them into clients. There's one sweet-sounding alternative to generating leads: Buying them. But buying leads won't jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up and lower your income–even if you make a buck or two in the short-term. In this episode, you'll find out the 4 reasons why buying leads is bad for your business–and how to actually get the leads you need to build the business you want. Ready to stop being a nobody and become a trusted advisor serving grateful clients? Listen now! Show highlights include: Why buying leads puts you in the passenger seat of your own business. (7:20) What bank robbers can teach you about lead generation. (9:25) 2 ways lead generation companies will screw you–even if they're "nice" people. (12:40) Why you won't find millionaires on lead lists—and where to find them. (18:13) How "fake millionnaires" can clog up your schedule, burn your money and ruin your business. (19:07) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Organization is no sexy topic. But it's essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying. If you're not organized, you'll lose prospects, repel your clients and never feel the freedom you became an advisor for. The good news is you don't have to become obsessive and micromanage everything. But baseline organization is essential for your success. In this episode, you'll find out about the biggest mistakes to avoid and how to fix them so you can become more productive and enjoy more free time–without sacrificing business success. Ready to beat your competition without spending more on advertising? Listen now! Show highlights include: What to put onto your desk for maximum productivity–and why you'll never get anything done otherwise. (5:05) The one software that helps you make more money and frees up hours every week (15:17) Why email is robbing you of your productivity—and how to eliminate most of it with a few clicks. (19:52) How to invest a few hours to turn yourself into a sales machine—with nothing but a software you already have. (21:22) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you want to improve, you need to know what you're bad at and how to do it better. But in business, your strengths and weaknesses aren't always clear—you don't know why a client left, a prospect ghosted you or a referral source dried up. In reality, you can fix this easily with feedback from the people you serve. They'll tell you exactly what you could do better—and sometimes even how you could do it better. In this episode, Julie Littlechild stops by to help you gather more feedback and turn it into actions that grow your business. Ready to leave behind confusion and know exactly how you can take your business to the next level? Listen now! Show highlights include: The biggest trend for financial advisors that helps you multiply the value you provide… without multiplying your work! (4:16) How to find out exactly which feedback questions to ask for maximum clarity and results (don't ask any question before you figure this out). (8:26) How timing can give you a tiny trickle of referrals—or a massive flood! (18:19) When to avoid and ignore feedback. (21:15) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals? If you tend to fall short of your goals, don't worry. The truth is: Most financial advisors don't reach their goals. There's a simple reason for this—and if you don't usually reach your goals, you'll find out the only way you can ever change that today. In this episode, you'll discover the truth about reaching your goals and the only way you'll ever make them a reality. Ready to respect yourself again and become who you know you can be? Listen now! Show highlights include: Why not finding clients is not a big deal–and what to think about instead. (7:57) The two things you need to ask yourself to completely transform your life. (8:50) One characteristic all losers share—if you share this one behavior, you'll never ever be successful. (12:51) Exactly what to do when you're at rock bottom with your business and life in shambles. (15:05) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You've probably heard about content marketing before while researching marketing strategies to bring in more clients. But one big problem is: Many entrepreneurs create content just to create content—NOT because it's actually useful. The real way to do content marketing that works is by creating useful content that helps your target market and actually gets you more appointments. How? In this episode, you'll find out 3 tips that'll make you the advisor who magnetizes clients and have leads pour in rather than chasing people. Listen now! Show highlights include: Why NEVER to talk about stock market events in your email content. (2:37) How "turning into Yoda" helps you attract more clients and makes them feel like heroes for working with you. (7:55) Why creating free content should cost you a lot of money. (15:52) Worried about prospects not reading your content? Here's why most readers dropping out is a good thing. (19:20) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you could sum up every financial advisor's dream state of their business, it would probably sound something like this: "Make more money in less time". The easiest way to do that is to get someone else to do some of your work for you. Today, Danielle Cuomo stops by to teach you all about how to leverage virtual assistants and free up time for what's really important. No to-do list, productivity book or time management system will ever free up more time than having someone else help you out. Ready to focus on what you like to do? Listen now! Show highlights include: How to get all the benefits of having an employee—without worrying about the paperwork and workload or having someone come into your office. (4:42) Why hiring entry-level or "learning on the job" assistants can create more work for you, not less. 3 things you can outsource right now to free up your time ASAP. (14:38) The first step you need to take when hiring a VA—before even thinking about tasks to outsource. (19:50) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn't work if your clients and prospects abandon you because you made mistakes you don't even know about. If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead. In this episode, you'll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term. Ready to become a financial advisor clients love? Listen now! Show highlights include: The one question you should answer to get better results for less work. (4:56) Why new advisors with a small book of business have the advantage in the client-game. (7:19) How to educate your clients so they work with you perfectly. (11:13) Why 34% of clients fire their financial advisors. (15:47) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

If you're a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you. But if you've tried to find a niche, you've probably realized: It's not as easy to find people who have enough money to invest and aren't already bombarded with emails, phone calls, letters and postcards by your competitors. In this episode, you'll hear about one niche that's mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time. Ready to remove yourself from most of the competition and earn more money faster? Listen now and become THE financial advisor for this uncontested, lucrative market! Show highlights include: How to snowball content as simple as a social media or blog post into a well-paying client. (10:22) The one market you should never target—unless you want people and government agencies to hate you. (12:50) Why getting new clients isn't your best course of action if you're not doing this one important thing. (17:05) How losing one client takes away more than whatever they would've paid you. (18:04) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays. You want to do what you enjoy, spend time with friends and family and feel free. And this can be your reality—if you know how to defeat stress. In today's episode, Dr. Jack Singer shows you how. You'll find out how to reduce stress from your life and enjoy the freedom you deserve for your hard work—and what to do when you're stressed to relax quickly and enjoy your life again. Ready to break free from stress? Listen now! Show highlights include: Why financial advisors are just like professional athletes—and how you can use a sports psychologist's blueprint to "unlock" peak performance and eliminate doubt and stress. (2:49) The little-known secret of how your thoughts can make your clients desert you or run towards you. (8:35) How "eustress" is different from harmful stress–and how to seek out one and avoid the other. (15:11) How to take better care of yourself to reduce disease and stress. (19:03) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Whether 2019 was your first year as a financial advisor or your tenth year, you're probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life. But for that to become reality, you need the right attitude, goals and knowledge. In this episode, you'll find out exactly how you'll make 2020 the best year of your life. Listen now to make sure you don't look back at 2020 with regrets, but conclude that you've done everything you could. Show highlights include: Why traffic is the easiest part of marketing. (7:08) The goal-setting exercise that helps you reach goals 10x bigger than whatever you're struggling for right now. (8:20) How a stopwatch can make you a more productive financial advisor. (15:52) If you can't explain your goals to a 6-year old, they're useless. Here's why. (17:11) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

If you've been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won't cut it. Because the best, richest and happiest financial advisors have raving fans. And in this episode, you'll find out exactly how to create those fans. Ready to leave behind average clients and have raving fans that refer you to their friends? Listen now! Show highlights include: How to create "immeasurable value" so you can get measurable results in your bank account. (6:40) The two companies to study if you want to serve your clients better. (7:33) If you can accomplish these two steps, you'll always be outperforming your competition. (11:08) Two signs you should fire a client or hang up the phone on a prospect. (19:33) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you've ever researched how you can market your business, you've probably stumbled across Facebook for marketing. Some advisors love it, others hate it. But there's one big problem with Facebook for financial advisors. And if you ignore this problem, you won't attract clients. You might have a lot of "likes", but you won't end up with a flush bank account. Listen to this episode if you're ready to hear the truth about Facebook marketing for financial advisors—and how to really attract clients. Show highlights include: How a financial advisor ruined his business with highly effective Facebook marketing. (7:15) The one thing to make sure whenever you think about a marketing channel. (8:48) How you could buy a $10,000 client for $150. (14:06) Why even the best Facebook strategies might be useless soon. (17:12) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you've got an interested prospect, you're probably excited about a new potential client. You write to them, call them–but more often than not, they don't decide. Eventually, the prospect stops replying and actually goes nowhere. In this episode, you'll find out how to fix that problem by getting prospects to decide. Listen now to find out how to generate more business and spend no more time chasing prospects that aren't interested anyway. Show highlights include: Why you shouldn't try to insert urgency into your sales meetings–and how to use it anyway. (5:47) How compound interest applies to your business efforts. (11:00) The "secret" to making your website work for you—without changing any of the copy or images. (18:00) Why knowing less about your prospects, your market and finances keeps you from meeting qualified prospects. (20:03) 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 TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Being a financial advisor isn't easy. You face a lot of stress, rejection, struggle and disappointment. You know it'll all be worth it in the end, but you'll have to conquer your fears and struggles. And if you're mentally weak, you'll succumb to the pressures of these negative things. If you want to be successful, you need to be mentally strong. In this episode, you'll find out how to strengthen your mind and overcome any challenge you're facing. Show highlights include: The easiest step to becoming mentally tough (if you don't do this, nothing else will work). (8:31) How stress makes you tougher and can grow your business. (12:51) How thinking negatively makes you mentally tougher and makes your outcomes more positive in the end. (15:38) How "momentum" lets you achieve more while feeling better. (19:40) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you're a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more time with your kids and provide more for them than you had growing up. But if you're like most parents, you know educating your kids isn't as easy as putting them into school. In this episode, you'll find out which 3 things your kids should learn so you'll smile when you think about their accomplishments once they're grown up. Show highlights include: The controversial advice to kids that many financial advisors disagree with. (10:47) Why NOT to teach your kids to save as much money as possible. (12:20) The superpower you have as a financial advisor that no average person will ever have. (14:32) How "The Marshmallow Test" can determine whether your kid will be a success or a failure. (17:22) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Before you started out as a financial advisor, you probably thought you'd be successful quickly, reducing your work hours and having tons of free time. But when you really start running your business, you realize it's much more complicated than that. Everybody struggles, but you shouldn't struggle without solving your problems. In this episode, you'll find out how to grow your business and finally solve the problems causing you struggle right now. Show highlights include: Why you don't have to be great at cold-calling to thrive as a financial advisor. (4:18) How getting a mentor can ruin your business and make you hate the work you thought would make you incredibly happy. (6:32) The two online quizzes that'll show you exactly what you should be doing in your business. (13:00) The free mindset shift that lets you ignore your competition and turn yourself into the businessperson you know you can be. (15:07) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you're struggling to land more clients even though you're doing all the right things from books and training programs, you might be making a different mistake. Because while you can learn a lot from what successful people do, you can learn much more from what they quit on. In this episode, you'll hear about 5 habits every financial advisor needs to break before becoming successful. Listen now if you're ready to let go of bad habits dragging you down and get full leverage out of the productive things you do. Show highlights include: How trying to get more clients can get you no clients at all and ruin your business before it really got started. (5:03) Why you shouldn't always try to get new clients—according to Harvard Business Review. (8:42) If you react to clients instantly, you're sacrificing your long-term success for short-term satisfaction. Here's why. (12:04) How comparing yourself to others makes you less happy—and gets you worse results when you copy "successful" people. (14:32) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

If you look up to millionaire financial advisors, here's some relief: Rich financial advisors aren't rich because they're naturally better than you. The truth is much simpler. They do things on autopilot most financial advisors don't even do with tons of effort. These things make them rich—and you can do the same to get better results for yourself. Ready to become a rich financial advisor? In this episode, you'll get the 3 best habits rich financial advisors share so you can do more of what creates success and less of what makes financial advisors fail. Show highlights include: How you can dominate a market where everyone has better skills than you (this is how "stupid" people end up rich and on TV while intellectuals hate on them from their couch). (3:35) Even though this might not feel effective, it's one of the most worthwhile things you can do. (6:52) The most important things you need to know about your business. (9:05) A life-changing book that'll help you implement rich advisor habit #3 in every area of your life. (12:59) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

There's nothing more important for entrepreneurs of any kind than lifelong learning. But sometimes, what feels like learning actually harms you. That's the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor. In this episode, you'll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you. Show highlights include: What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50) The simplest way to get more appointments. (10:28) The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00) 4 things that can automatically generate appointments for you. (19:50) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you've been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don't work out or they're not a fit for your business. But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you're lucky—sends you a one-sentence rejection? Then you've probably committed one of 3 "sins" that turn off potential clients and make them abandon you. In this episode, you'll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account. Show highlights include: The biggest problem with financial advisors' websites–which has nothing to do with design. (7:28) Why not turning your phone off during meetings can turn your prospects off. (11:43) The only person that matters in a meeting with your clients or prospects (hint: It's NOT you). (13:50) What you can learn from broadway plays about landing more clients. (17:15) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

You've probably already heard that LinkedIn is one of the best marketing channels for financial advisors. But creating an account and uploading a picture in a suit isn't enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you're ready to find out how to do that! Today, you'll hear about 3 rules that let you set appointments and generate clients using LinkedIn. Ready to become the financial advisor that has dream prospects on the phone every day? Listen now! Show highlights include: How to get LinkedIn to put you in front of your target market without lifting a finger. (8:05) The biggest mistake financial advisors make in their first message to a prospect—doing this makes people ignore you immediately. (12:28) Why most people distrust you right from the start—and how to earn people's trust and make them your clients. (14:45) How to make money with LinkedIn from your couch—without missing your favorite show. (19:08) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You can have the prettiest business cards and the fanciest websites, but a financial advisor's business runs on clients. And whether you're brand-new or just going through a slump, this episode will help you get more clients. In this episode, you'll hear the no. 1 strategy to get more clients now. You'll hear how you can flush money into your business right now and stop using strategies that don't work. Become a real financial advisor–not a client-less amateur. Show highlights include: Why most advisors resist the #1 secret for more clients. (4:45) The century-old marketing channel most of the richest marketers in the world still use (most financial advisors see this one as "outdated"). (9:08) How to become unforgettable for your niche. (14:00) The "hidden" niche that has very little competition, but gigantic potential for financial advisors. (14:14) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn't their work ethic or ambition, it's that they're never told what to actually get good at. But, it turns out, there are 3 skills the most successful financial advisors master which the failures and the quitters don't practice enough—or not at all. If you want to have the freedom and the income you know you deserve for your hard work, listen to this episode now. You'll discover what those 3 skills are and how you can put them into practice for yourself so you can join the ranks of the best financial advisors. Show highlights include: The 3 simple steps to landing clients as a financial advisor. (5:18) The most important (and toughest) decisions you'll ever make in your career as a financial advisor. (6:39) Why NOT to follow "gurus" and do everything they say to the letter. (8:22) How flexibility can either turn you into a hyper-effective entrepreneur—or kill your business before you land your first client. (9:54) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year. If you're starting out, this might seem completely unrealistic. But it's possible. A small elite of financial advisors are pocketing millions every year while others struggle to make even $10k. In this episode, you'll find out how you could scale your business to one million dollars in revenue and generate wealth that will free you and your family from having to work. Show highlights include: How "wasting" money creates more wealth than penny-pinching ever will. (6:08) The 4 things you need to measure to hit any income goal you want to reach. (7:43) The positive side effects of charging more than your competition (these go WAY beyond how much money you pocket at the end of the month). (11:45) Exactly how many prospects an average advisor might need to make a million dollars (that number might be lower for you if you're above-average). (16:34) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you're listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don't. But what's even more important than doing the things that work is avoiding what doesn't. If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they're newbies while you've got a decade of experience. In this episode, you'll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors. Show highlights include: If you hate cold-calling, working on your marketing and learning about sales, here's how you can start enjoying all those things and create the business you want to run. (7:00) The 2 most profitable activities for financial advisors (these are the "money-making activities" that put dollars in your bank account). (10:29) How to land more clients than your competition, even if you generate fewer leads. (14:21) The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (16:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

If you're a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite. But you won't get there if you don't do what the elite has done to get there. In this episode, you'll learn which 7 things will let you join that elite and become one of the advisors others look up to and want to be like. Show highlights include: What not to copy from Warren Buffett (following his lead here could not only kill your business, but yourself in the long-term). (1:35) Why successful financial advisors aren't in the financial advising business. (4:45) How to get more consistent results with everything you do. (10:50) Why you should be able to hug your clients whenever you want to. (13:25) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to. But way too often, we're not productive enough to execute. We waste time on social media and spend hours on activities that don't move the needle. To escape that cycle and get done what you need to get done to become successful, you need "commitment devices". In this episode, you'll find out how to use commitment devices to make decisions that can make you more productive for years to come. Listen now if you're ready to create the perfect business reality you want to see in your life. Show highlights include: How to "automate" your productivity and give yourself no choice but to get things done. (6:40) The "cold turkey" method of getting rid of all social media distractions with a single click. (8:40) How to outwork your competition without doing late night shifts or getting up any earlier in the morning (this free browser extension can add a whole work week to your productivity). (10:30) Why you should stop trying to spend less time on social media, YouTube, etc. (12:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html