Financial Advisor Marketing Podcast

As a financial advisor, your expertise is centered around stocks, funds and other investments.  But what if a client needs help with Medicare? It has a significant impact on your client's financial life - and supporting them with it lets you earn even more of their trust.  This week's guest Brian McArthur helps financial advisors' clients get the best possible outcome with Medicare and takes care...

Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question.  In this episode, you'll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show.  Want quick, actionable advice you can use to get more clients today? Listen now! Show highlights include:  Why being overwhelme...

Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings.  But most financial advisors can't press a button and start their client attraction machine. Even if that sounds like a pipe dream, that's exactly what effective advertising can do for you. The reason...

Your website is how you present yourself to potential clients. Even if you're crushing it on LinkedIn, you won't get clients if your website sucks.  But unless you're a professional marketer, it's hard to know what makes a good website.  In this episode, you'll discover 20 mistakes financial advisors make with their websites - and how to fix them to get more clients.  Want to turn your website int...

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family.  Why are some financial advisors living the dream while others are scraping by?  It's all about your mindset: If you think small, you'll be average. If you think big, you can build a business...

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can't sell, you don't get clients.  And without clients, you don't have a business.  That's why many financial advisors look for sales advice online… and embarrass themselves when they follow it.  Some of the most popular sales tips are either plain wrong or don't work for financial advisors....

Today, marketing is almost impossible without modern technology:  LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house.  But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates.  But you don't have to be dependent on big tech companies. You can build a business t...

Marketing experts tell you where to market to attract more clients. If you followed everybody's advice, you'd be running a media business and have no time to serve your clients.  So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog? The truth is: You can get clients with nothing but social media. But you shouldn't.  In this episode, you'll find out...

It's fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets. In contrast, tax planning is boring. But it's an exciting marketing opportunity for financial advisors: If you're touting your favorite stocks, bonds and funds, you're like any other advisor. But if you can help your clients deal with the IRS, yo...

Financial advisors, marketers and other businesses have used email marketing to attract clients for decades.  But when social media came around, self-proclaimed experts started announcing the death of email marketing. So should you start dancing on TikTok instead? Or is email marketing still an effective marketing strategy?  In this episode, you'll discover why email marketing is still the most ef...

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients.  But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years.  The difference between success and failure isn't in the marketing tactics, the networking or the company....

Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you're competent and want to get started right away.  But most prospective clients aren't like that. They have questions, objections and resistance.  To win skeptical prospects as clients, you need to build more trust and improve your positioning. In other words: You need to d...

Most financial advisors fail with the same marketing strategies. They hound prospects on LinkedIn, collect business cards at networking events and analyze the stock market in their newsletter.  That's why most financial advisors look like empty suits to prospective clients. They have no idea who to trust.  But there's a strategy that keeps clients from comparing you to any other advisor.  In this...

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals. But you don't have to use those outdated methods that chase prospects away. In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn...

Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets.  But if you do whatever your client tells you to do, you'll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things.  In this episode, you'll find out exactly what...

You can find "proven" marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time.  But that doesn't mean they'll get you any clients. In fact, if you blindly copy an outdated strategy, you're almost guaranteed to fail.  Marketing evolves. That's why you have to do what works today—not what made people rich in the '80s. In this episode, you'...

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the "old & rich" demographic is an uphill battle. millionaires are flooded with financial advisors who've got the perfect plan for their hard-earned wealth.  But you don't have to compete for the same 1% of people as every other advisor. In fact, you can build a great bus...

If you want to get fit, you've got to exercise every single day. If you want to get smarter, you've got to learn something every day. And if you want more clients, you've got to work on your marketing every day.  If you're not working on closing new clients every day, someone else will. They'll gobble up your leads and dominate your niche. But you don't have to let that happen. In fact, you can be...

Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client.  Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile.  The difference between wealthy advisors and client-less amateurs isn't in the tools they use. It's in their mindset - the way they think about mar...

Building a business that sets you free and makes you wealthy takes time. And if you're focused on short-term tactics, you'll always be chasing "shiny objects" that don't attract well-paying clients.  But if you pretend that "good things come to those who wait"—you'll never build the business of your dreams. Because you don't get clients unless you actively prospect and go get them. In this episode...

Even though financial advisors help others manage their money, many of them have "money blocks". They're afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money.  That's bad news if you want to get wealthy. When you're afraid of anything related to money, you'll always shy away from it. This fear holds you back more than any lack of certifications ever...

Have you met someone who can't enjoy today's weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset. And a negative mindset affects the way you think about decisions, keeping you from getting the success you deserve. High performers in every field take Mindset seriously. They make decisions differen...

Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you're working long hours, can't separate work from your home life, and feel like you're stuck on a treadmill… burnout might be creeping in. In this episode, you'll find out how to recognise the three types of burnout, discover how to reduce your workload, and create more space in your personal life....

Show Notes You've probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong:  They create fancy stock market reports nobody reads and post about certifications that don't get clients.  The truth is: Effective content marketing doesn't have to be complicated (or take a lot of time). In this episode...

Most financial advisors dream of an amazing life when they start their business. They think they'll make more money than ever, spend a ton of time with their family and go on exotic vacations.  But reality is usually different. You're working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacation, your business would collapse because your cli...