Financial Advisor Marketing Podcast

You've probably heard of the power of your mind: If you're pessimistic and lazy, you'll sabotage your own success. At the same time, optimism and discipline let you fast-track your goals.  But if you think without taking action, you'll never get the clients, business and lifestyle you want. The bridge between mindset and action? Mental models.  In this episode, you'll discover the exact mental mod...

If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom. But knowledge alone keeps you stuck where you are. To experience life-changing success, you need action. And when your brain isn't used to taking action, you never implement what you learned.  In this episode, you'll find out how to train your...

Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7?  Most people would think about their online presence, sales skills or certifications.  But none of those things are as powerful as your own thinking. If you want to enjoy freedom, wealth and independence, you need to level up your thinking. ...

Blogging, social media and networking are great ways to get clients. But they take time to get results: You're always creating, but you might wait for months before anyone calls you up (if it ever happens). But there's a strategy that gets results now: Paid ads.  If you run ads the right way, you can get appointments with red-hot prospects fast.  In this episode, you'll find out how to run paid ad...

All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of it's useless if you're sabotaging your own success. A large part of becoming successful is about what you stop doing, not what you start doing.  When you quit the things that hold you back, you can unleash incredible success into your life—even if y...

Making a million dollars per year sounds awesome: You'd have the money to drive your dream car, live wherever you want and spend time with your family.  But the "millionaire lifestyle" sounds unattainable for most financial advisors. The truth is: Almost anyone can get to this level of income.  You just have to know how to get there. In this episode, you'll find out exactly how to raise your perso...

Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies.  When you use analogies, you teach your leads, prospects and clients something without telling them directly.  That way, you'll sell th...

If you're prospecting regularly, you probably constantly hear "I'm not interested" from lukewarm prospects. It's frustrating when prospects reject you—and even worse if you don't know why your prospect isn't interested.  But if you can deal with "I'm not interested", you can discover what's holding your prospect back and might even land more clients. Want to discover how to deal with objections an...

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they're desperate for clients. It's easy to envy the wealthy advisors, but it's better to become one of them.  If you cleanse your mindset from the toxic limiting beliefs that block your path to wealth, you can get all the...

If you're like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again.  The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happiness. If your inner voice is a critic, you'll strugg...

Some financial advisors win because they're great at selling. When someone answers the phone or sits down in their office, it's hard for the prospect not to hire the advisor.  But if you're in meetings and phone calls all day, you're a salesperson, not a financial advisor.  That's why copywriting is awesome: If you can write persuasive copy, you're selling 24/7, attracting clients and getting appo...

If you're a good financial advisor, you want to do the best possible work for yourself and your clients.  In theory, that's great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism.  This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts. But you don't h...

Your skills don't matter if you don't get anything done.  You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses.  But if you're checking off your to-dos every single day, you become hyper-effective and skyrocket your income.  In this episode, you'll discover a productivity experiment that could get you more high-pa...

Referral leads  are better than random people from networking meetings. They hire you without objecting to everything you say. They're usually wealthy, You don't have to work to acquire them and they already trust you. Unfortunately, most advisors struggle to get referrals—because they ask for them. Begging your existing clients for referrals sucks. It makes your clients uncomfortable and makes ma...

You've probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Competitors are closing clients you could've signed left and right. And if you're not setting yourself apart from your competitors, you'll lose. But if you become a category of your own, you'll have all the clients you need.  In this episode, you'll find o...

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them.  But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that's you, don't worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere.  In this episode, you...

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.  But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.  That's because all humans are irrational and biased. Once you accept that, you'll be much better at helping clients get wh...

If you've ever read an article or watched a video on millionaire financial advisors, it's easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city.  You might feel like that lifestyle is out of reach. But the truth is: These people aren't that much smarter than you. In fact, millionaires aren't that different from you. They just do...

You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you'll never get a single client from all of it.  There are different types of website visitors. And they're all looking for different things. If you can give every visitor exactly what they're looking for, your website becomes a client magnet.  In this episode, you'll find out about di...

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects.  But many advisors send email after email and only get unsubscribes. That's because they're making crucial mistakes that alienate prospects.  In this episode, you'll discover what these mistakes are and how to fix them so that your email marketing magnetiz...

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you're burning your money.  That's why your conversion rate is so important if you want to get more clients online. In this episode, you'll find out exactly how to raise your conversion rate and get more clients from your ads.  Want to finally get clients from your marketing...

Most financial advisors know they shouldn't do everything themselves.  You've probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right?  But most financial advisors never outsource anything. It's not because they like doing everything themselves. Most are afraid of someone screwing up and wrecking their business.  What if a VA treats...

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That's why they think it's hard to attract clients online, so they make it hard.  But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them.  In this episode, you'll discover 20 principles of m...

What's holding you back from achieving your business goals? You might think it's a lack of experience, tough competition or not enough time.  But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever.  But if you can clear up your thinking and leverage it for your success,...

With all the marketing methods, strategies and channels out there, it's easy to get overwhelmed.  If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else "experts" say you need, you'd be a marketing department - not a financial advisor.  But you can use effective marketing strategies to get clients without turning into a full-time marketer.  In this episode, you'll find o...