Financial Advisor Marketing Podcast

Here's something you might not like to hear, but you need to hear it: The reason you're not as successful or effective as you want isn't because of the market, the economy, or any other external factor. The reason is you.  Take, for instance, the fact every listener of this show knows enough to get started. And yet, the vast majority will let that information die in the deep recesses of their mind...

I'm feeling extra generous and reflective in this episode because the July Inner Circle newsletter, my 100th straight issue, is the single best newsletter I've ever written.  The process of writing this celebratory issue has left me overflowing with ideas. Which means you're in for a treat in today's show.  I'm giving you 10 of my best secrets I've learned from spending more than a decade helping...

50 clients seems to be the threshold where the entire game changes:  Either your first 50 clients are wealthy, high-quality ones who "get" you (which paves the way to unbelievable marketing effectiveness and growth)… Or your first 50 clients are random, low-quality ones who frustrate you, stifle your marketing effectiveness, and keep you trapped in mediocrity.  That's why I recorded today's episod...

I have personally reviewed 1000s of financial advisors' "About" pages over the years, and I am not exaggerating when I say that somewhere between 90 and 95% are just horrible.  They are actively repelling their ideal prospects.  The reason?  Most advisors think their About page is a resume in narrative form. And so, they say the same things: You went to such and such university, you have a CFP, yo...

I am tired of financial advisors telling me that they cannot grow but they just don't have the budget for paid ads. In almost every case, this is an excuse. And a rotten excuse at that.  These advisors think their lack of marketing spend is the reason they can't grow. But the true problem is much deeper than that. Your lack of marketing is a symptom of the deeper problem. And I prove it in this ep...

The single most effective, fulfilling, and fun way to market your financial services is by leveraging the incredible powers of niche marketing.  But if you're like most advisors, you go about picking a niche in a completely backwards way, burning out before getting any real traction, and giving up way too soon.  That's why I recorded this episode.  If you listen to it, then implement what's discus...

Ethical persuasion is your professional obligation to your prospective clients.  But most advisors don't believe this because they fall into one of two extremes:  They either ditch the "ethical" part and dive into unethical manipulation tactics to trick their prospects into forking over their hard-earned money…  Or they think the complete opposite: That persuasion is beneath them. And thus, don't...

Most of what you do in marketing will not produce the results you desire. That's the harsh reality behind the mathematical structure of marketing.  But it's your mind that turns mathematical realities into a problem.  Here's what I mean: After racking up a couple of embarrassing marketing failures, most advisors think they're a failure and give up. They don't realize that every marketing failure s...

If you are a financial advisor who wants to get more clients with Facebook Ads, then, well, this might be the most important piece of content you ever come across.  I'm sharing my top 20 Facebook Ads tips for financial advisors in today's show. The only other way to even get the secrets I share in this free episode is by forking over thousands of dollars a month to an advertising agency - for mont...

I'm not the "guru" type who will boldly proclaim that a certain marketing strategy is dead. But I have a sneaking suspicion that advisors are keeping cold prospecting on life support by themselves because they don't know there's a better way.  But there is a better way that's far less time consuming, far more effective and profitable, and far less soul-sucking too.  In fact, there are 3 specific m...

There is no shortage of tricks and tips created specifically for financial advisors who want to get more referrals.  And yet…  The entire industry struggles hard to actually land referrals. You might ask your clients to refer others to you in hundreds of different ways, but you can't trace back a single client to a referral.  The reason is actually quite simple:  Your clients physically cannot giv...

Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business.  The reason? You're using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect is...

Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term.  But metrics are terrible masters and wonderful servants.  Here's what I mean: Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry.  Not only are most marketing metrics va...

This episode might be the most important one I've ever recorded… And it has nothing to do with marketing.  Instead, it's a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost any other human on earth.  In fact, it's totally possible to take $10,000 and turn i...

There are certain people, who are not in your market and would never become your client, who try to offer you advice about your marketing and your overall business.  It's important you ignore these people and don't take their feedback seriously. The reason? It's like a steakhouse owner taking advice from a broke vegetarian.  The trouble is, their feedback might feel like a good idea. It might make...

This episode may make you uncomfortable, but it's too important to avoid. There is a silly and self-sabotaging belief that runs rampant amongst financial advisors. It is actively destructive and extraordinarily expensive. And the only reason it exists is because it protects you from discomfort and responsibility.  The belief?  "I'm not ready for marketing."  This one poisonous belief has destroyed...

I remember my uncle once telling me that most people are dumb, weak, and broke. While I thought it was harsh at the time, it has been consistently proven to be true over the years.  Why does this matter to you? Two reasons:  First, to help you break through whatever limiting belief you've subconsciously placed on yourself that's keeping you out of the top 0.0001%. It's really not nearly as hard to...

Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things!  This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you...

Most advisors create their marketing strategy by stitching together "quick tips," following the latest tactics, or otherwise getting some form of Shiny Object Syndrome.  This can work (and does work) for a while.  But there's a massive hidden debt that comes with this patchwork marketing strategy: It undermines your certainty, confidence, and even your ability to best serve your clients! In fact,...

There is something infecting your mind and your marketing right now.  It's not a lack of tactics or using the wrong ones.  It's not a lack of strategy or using the wrong one.  And it's not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse.  The truth?  Somewhere along the way, you've created an identity for yourself that sab...

I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.  I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.  And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your...

Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you.  There is a far smarter approach that doesn't keep you busy for busy's sake. It actually makes you more product...

If you closely study the best financial advisors' marketing strategies, you might find something so counterintuitive that it makes you question reality: The top advisors grow faster with less marketing, not more! Most advisors get this completely wrong. They think they have to have daily marketing breakthroughs to break through the noise and land one client. This leads to frustration, burnout, and...

There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors! Some advisors are simply too lazy (or pretend they're too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work before they try. And there's a smaller fraction of advisors who simply don't know that...

Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for.  It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult.  The secret? Your marketing sucks because you believe marketing...