Financial Advisor Marketing Podcast

Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children.  Not only is this dead wrong, but it's a completely backwards excuse too.  You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to spu...

Most financial advisors believe that their experience is the best trust signal to attract and land new clients.  This might've been the case years ago, but it's not necessarily true.  Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when they're combined, then, well, something magical happens in prospective clients' brains.  T...

Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing.   That's the bad news.  The good news? If your niche is too broad, I can help you fix it in 20 minutes.  But only if you listen to this episode.  Show highlights include: 3 reasons why having a broa...

Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.  You could be the best advisor in the world with the best track record of wealth creation - but it won't matter if you're so bland nobody remembers your name.  If you actually want to get more clients, then you need to be willing to be a little unusual.  And that's what you'...

The bar to stand out as a financial advisor is incredibly low.  Why? Because most advisors think, for some reason, that their profession is immune from market forces.  This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.  And it gets way worse…  The study also found that people value their financial advisors less than they value the...

Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult… The lie? Educating, teaching, and "giving value" in your marketing. While this might seem like a strategy that works, it collapses immediately when you think a...

I have a confession:  I was wrong about using AI for marketing. Especially for financial advisors.  I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:  The source material AI pulls its answers from is based on Reddit, Wikipedia, and Faceb...

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out. But there are some problems I can't fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.  And in this episod,e I'm sharing 15 of them. I'll explain what they are, why I can't fix them, and why they're destructive to financi...

Success isn't complicated. But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you. Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode. This one thing, taught in the Bible and proven by experience, has enabled all my success. And if you'r...

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That's the bad news.  The good news? You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do...

It shocks me how many financial advisors struggle with their own finances.  If you struggle with your own money, how do you expect any clients to trust you with their money? But that's the unfortunate reality for far too many advisors. That's why I recorded this episode.  I'm going to show you how to force yourself to make more money.  Listen now. Show highlights include: Why being psychologically...

Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they're rooted in your prospective client's insecurities, and have absolutely nothing to do with you.  But there's another problem:  Your prospective clients also aren't about to open themselves up l...

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.  The problem? You're vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That's it. If your plan isn't that simple, you're wasting a bunch of your time for nada.  Here's the good news:  By simplifying your st...

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.  And you know what? Most of the information can actually harm your business.  That ends today.  In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need...

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.  But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM.  That's why Jeff and I...

Most advisors need a marketing reality check:  They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don't line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it's too hard.  If you're not showing up consisten...

Here's a harsh truth that most financial advisors don't realize until it's far too late: It's an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches. But most advisors never think about "repellant ma...

What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads? Do you think you'd be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business? Well, there's only one way to find out: I get tactical in today's show, and reveal a proven three-step formula for lead...

Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it's painfully true. They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact: Making money is a skill, which, like other skills, can be honed and improved over time. It's really no different fro...

Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you've enslaved yourself for less money than a full-time job would pay you? If your business isn't giving you the lifestyle you dreamed about as a kid, you're doing something seriously wrong.  That's the bad news.  The good news? In today's show, I share the...

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake?  I tried to justify an objection I imagined my ideal customers had… except they didn't have this objection and the advertising copy completely backfired on me.  But you know what? Since I suffered the humiliation of this mistake, you don't have to. When you listen to this episode, you'll hear the full story about t...

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.  I don't want that to be you (even if you're currently trapped like most seasoned advisors are).   So, here's the harsh truth: You're playing too small.  If you truly want exceptional results,...

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.  But wait - there's more! Not only is AI planting the seeds to your business's destruction…  but it's also literally stealing your mind and cognitive functions. I'm not just making this up either: MIT recently proved this.  That said, t...

I had a slimy experience with a popular mattress company after they didn't honor my warranty (even though I was within their 10-year warranty period).  And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.  So, my misfortune is your gain… In today's show, you'll discover all the various ways you can prevent you...

There's a chance you'll either love this episode… or you'll stop listening halfway through because you feel personally attacked.  Here's why:  After spending over a decade working closely with thousands of financial advisors, I've discovered that there are 15 signs a financial advisor isn't going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 sig...