Financial Advisor Marketing Podcast

It's nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face.  But if you chase acceptance, you'll never have a roster of clients who appreciate you. You can't please everyone at the same time. At best, you'll have a bunch of lukewarm client relationships. At worst, you'll only be managing your own capi...

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won't attract the clients you want.  But you don't have to resign and rely on harassing strangers who don't want to hear from you. In this episode, you'll find out about 3 market...

As a financial advisor, your personal performance decides if you thrive or struggle. When you're on top of your game, your service is top-notch, your business grows and you feel fantastic.  But if you're not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business is falling apart.  In this episode, you'll find out about the worst productivity habi...

Many financial advisors are analytical types, not slick salesmen. They're uncomfortable with smooth-talking sales tactics and aggressive "closing". But if you can't sell, you'll never make a penny as a financial advisor. Fortunately, selling doesn't have to mean extorting prospects until they submit and hire you. There's a way to sell without feeling manipulative. It's called storytelling.  If you...

Let's be real: You're more ambitious, more skilled and more hard-working than most people.  That's not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you're not careful, your ambition can harm your business and keep you from achieving financial freedom.  In this episode, you'll find out what makes financial adviso...

You probably started your business to control your time and income. But if you're like most advisors, you're working nights, always think about work and feel guilty about taking days off.  You deserve better. But it won't happen unless you automate your business. If you don't create systems that work on autopilot, you'll never get your free time back.  In this episode, you'll discover the 3 most i...

Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren't successful.  The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor. You might not like how they do things, but you should follow their lead. In this episode, you'll discover 3 things successful f...

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 betw...

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...

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 epis...

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...

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 n...

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 prac...

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 strategi...

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...

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 st...

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...

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...

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 pe...

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 lead...

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 sho...

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'l...

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 ab...

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...

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 t...