Financial Advisor Marketing Podcast

As a listener of this podcast, you know marketing is essential to your success as a financial advisor. And you probably have ideas on how to improve your marketing. But if you think of marketing and think of commercials, slogans and branding, even your most creative ideas will fail. In this episode, you'll hear how to do the exact opposite of what you think of as marketing and actually get more cl...

You've probably seen plenty of experts dispense advice on how to become a highly-paid financial advisor. Most of them trumpet how much money they make and how easy their life is. But you learn the most from other people's mistakes, not from how successful they are now. That's why this episode reveals 5 marketing mistakes that have cost James thousands of dollars so you can sidestep these mistakes...

As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do list is endless and you couldn't get it all done if you had 50 hours in a day. It might sound harsh, but if you're that "busy", you'll fail. If you want sustainable success and a crowd of high-paying clients, you need to adopt a WWII general's mindset...

To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a Ferrari?) and not answering to anybody just don't seem like something most people could also have. But if you're an ambitious financial advisor, you might have a hunch that becoming a millionaire is possible for you. And it's true: With the right mind...

If you've ever been drunk, you'd probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles that make them work as if they were drunk. In this episode, you'll hear all about how to maximize your productivity and work with a clear mind so you can claim your success fast. Show highlights include: - Here's why pressing the snooze-button can make...

Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no. Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer complete financial strategies for free. These things might feel like you're making p...

If you want more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it. After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers who might not even want to talk to them. Your dream of financial freedom and quitting...

If you've been a financial advisor for more than 10 minutes, you've probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office. Maybe you even have some of them. And it's something that makes you feel accomplished. You get to call yourself a new title with every new certification and you also gain some valuable skills. But the cold har...

Would you trust a dentist with crooked teeth? You wouldn't. Similarly, clients don't trust poor financial advisors. And while clients don't get insight into their advisor's personal finances, they can tell if an advisor is poor. Clients know because poor financial advisors give off tells. And these tells make clients run the other way. Unfortunately, even successful advisors (or those on the road...

Whether you're in debt or have enough money to never work again, you've got the same amount of time in a day as everyone else. Time is the great equalizer—and not even Bill Gates can buy himself a 25th hour in the day. But even though we all have the same amount of time, some people are wildly successful while others are miserable failures. In the business world, most successful people have master...

Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books and pursue their hobbies—while you're working your butt off without seeing the same results? You're not uniquely flawed or victim to bad circumstances. Successful advisors just know how to scale. And if you also want to make more money by working les...

Who doesn't hate hypocrites? People who trumpet one thing and then go out to put the exact opposite into action. Unfortunately, most financial advisors are hypocrites. This doesn't mean that you're a liar or that you need to change everything you say and do—but it gives you a chance to make your business even better and earn even more trust from your clients. In this episode, you'll learn why most...

Referrals. They're almost magical, turning one client into three without doing anything yourself. Whether you've gotten referrals before or are anxious about asking for them, there's a lot of mistakes financial advisors make when it comes to referrals. And when you ask for referrals the wrong way, you'll end up not only getting less referrals but also tanking your own goodwill with your current cl...

You go after specific people when you look for clients. You're looking for people who have more money than time. You need people who need financial advice. But they can be hard to find—after all, most rich people spend their time doing productive things instead of clicking on social media ads or reading junk mail. But there's one platform on which you'll uncover a treasure trove of potential clien...

To get more clients as a financial advisor, you need to improve your marketing. And you can find tons of marketing strategies everywhere from the internet to your local library. Many advisors implement these strategies and get no or minimal results. They blame themselves and think they're not good enough. In reality, the opposite is true. Most financial advisors are truly good people—but many "exp...

If you tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you'd never get done consuming advice. And frankly, much of the "advice" out there are shoehorned tips trumpeted by people who haven't been in the trenches as an advisor. If you prefer to sign clients and actually grow your bottom line instead of mindlessly consuming, you'll love...

You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want get more clients without all the stress. You're about to get the real scoop on everything from lead generation to closing the deal.