Financial Advisor Marketing Podcast

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 f...

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...

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 gr...

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 beli...

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 y...

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 epis...

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...

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...

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 f...

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 epi...

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, productivi...

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...

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 t...

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 y...

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'...

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 th...

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...

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 c...

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...

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 s...

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 finall...

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 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 thi...

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 i...

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...