Financial Advisor Marketing Podcast

You've probably already heard that LinkedIn is one of the best marketing channels for financial advisors.  But creating an account and uploading a picture in a suit isn't enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you're ready to find out how to do that!  Today, you'll hear about 3 rules that let you set appointments and gen...

You can have the prettiest business cards and the fanciest websites, but a financial advisor's business runs on clients. And whether you're brand-new or just going through a slump, this episode will help you get more clients.  In this episode, you'll hear the no. 1 strategy to get more clients now. You'll hear how you can flush money into your business right now and stop using strategies that don'...

In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn't their work ethic or ambition, it's that they're never told what to actually get good at.  But, it turns out, there are 3 skills the most successful financial advisors master which the failures and the quitters don't pract...

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year. If you're starting out, this might seem completely unrealistic. But it's possible. A small elite of financial advisors are poc...

If you're listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don't. But what's even more important than doing the things that work is avoiding what doesn't.  If you spend your time checking useless tasks off your to-do list, your competition will ou...

If you're a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite.  But you won't get there if you don't do what the elite has done to get there. In this episode, you'll learn which 7 things will let you join that elite and become one of the advisors ot...

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to.  But way too often, we're not productive enough to execute. We waste time on social media and spend hours on activities that don't move the needle.  To escape that cycle and get done what you need to get done to become successful, yo...

Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself. But then they hit you with objections, doubts and skepticism. Suddenly, the conversation becomes awkward. And you often lose the client.  Luckily, you can bypass these situations and convert even the most skeptical prospects into client...

If you go on the internet and look for marketing tactics to get more clients, you'll get tons of tips, tricks and hacks that promise to skyrocket your business and deliver you an endless flow of clients.  But when you put them into practice, they usually don't make you rich, but give you very little or no results. Why? Without the right "foundation", all marketing tactics are nearly useless, no ma...

You can't get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.  What if you could minimize your work and set appointments on autopilot? In this episode, you'll find out how to set appointments with potential clients on autopilot. Instead of spending hour...

Whether you're crushing your market or currently trying to attract clients right now, you run a business.  In any industry, there are losers and winners. The difference? Winners do different things than losers. That's why they get different outcomes.  In this episode, you'll hear what activities successful financial advisors (and businesspeople of all kinds) do every day.  Execute what you hear to...

Your website is the home of your business online. Even prospects you've met in-person will often find your website to seek out additional info about you.  But not every website is successful. In fact, most websites don't attract clients at all. Many even repel prospects and "unsell" you.  Luckily, there are 5 things you can do to make your website work for you. In this episode, you'll find out wha...

If you've been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills.  And that's where most financial advisors fail: The mental side of being in business.  While many financial advisors set themselves up for failure, you can train your mind to seek out success instead.  You'll find out how to "prog...

As a financial advisor looking for clients, the first thing you need is an appointment. But if you've tried to get more appointments before, you've probably noticed: It's not as easy as it looks.  Whether you're currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments.  You'll hear all about them in this episode. Yo...

If you're like most financial advisors, you didn't start your business for the money—you started it to live and work on your own terms.  Although freedom is the most common goal of financial advisors, it's the least common reality. Many work into the AM, never feel done and don't even see appropriate results for all their hard work. If that's you, today's episode is for you. Because you'll find ou...

It's easy to start a career or business all excited. It's hard to surmount challenges, persist in the face of adversity and win in the long-term. But years later, we say "Had I known that from the beginning, I would've skipped years of struggle." In this episode, you get 3 things which will give you that exact feeling. You'll be able to leap ahead of the struggles other advisors still face and get...

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find.  If that's you, you're making an error that can kill your business—even if you succeed. Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life a...

You've heard internet "experts" talk about giving value before doing business with someone. Following their advice might kill your business. You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term. In this episode, you'll hear exactly how and when to give value...

Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the casinos. Long story short: Casinos are amazing at making money. Which means they can teach you something if you want to earn more. In this episode, you'll hear what you can learn about marketing from casinos and how to turn what they know into more...

If you're currently struggling to add more clients to your business, it might sound impossible to land clients by next week. But if you had to for your survival, you could. You'd surprise yourself with creativity and energy to land clients. And land them now. In this episode, James shares exactly how he would get clients now as a financial advisor. Listen and implement these strategies so you can...

Who should you learn from when it comes to growing your business? You could learn from all sorts of seminars, books and courses. And many of them are great. But there's a hidden treasure of knowledge you access when you're able to learn business lessons from everyone and everything. You're not just learning more, you also make learning fun. Like when you can learn how to grow your business from To...

When you start out as a financial advisor, you're hungry for success. You start landing your first few clients, then a couple more—and suddenly you're a successful financial advisor running a thriving business. But then what? Success corrupts many financial advisors. Their mindset changes and they lose what they painstakingly built. But there are ways to stop this from happening and grow even beyo...

Do you sometimes feel you can't get it all done? Between serving clients, growing your business and your private life, it's easy to have more tasks in your head than you feel you could ever handle. But some people DO get it all done. In fact, some extraordinary entrepreneurs get more done in 10 years than billions of people in their lifetimes. One of them is Bill Gates. In this episode, you'll get...

Building a business can be hard, especially in the beginning. There are bills to be paid, clients to be served and if you're new at this, you also have to grow into the mindset of a successful entrepreneur. Many of the challenges financial advisors face are caused by 4 phrases they tell themselves and others. If you replace these phrases, your business will not only grow, you'll also get back cont...

As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and make more money yourself. Referrals from current clients are one of the most popular ways of attracting new leads. But the most popular strategies for getting referrals are business killers. They make your clients leave you and make you look unprofessiona...