Financial Advisor Marketing Podcast

Many financial advisors squirm about the idea of selling ongoing financial advice.  For some reason, they think it's a scam—and this comes across when they're selling it to prospective clients.  The result?  Banging your head against the wall because without a new source of prospective clients, you'll be out on the streets.  But here's the thing: In many cases, ongoing financial advice is not only...

While one-time financial plans aren't as attractive to prospective clients or your financial advice business, there's still a place for them.  Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.  But most financial advisors aren't good at helping their prospective clients see the value of on...

My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don't know if there's anyone who has a more successful track record than myself in this niche.  And today, I'm revealing the secret to why my content marketing campaigns have been so wildly successful. I'm not sharing this to brag, but to show you how simple...

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to "spot" the problem clients from the great clients.  And you know what?  It's easier to spot red flags than you might think especially when you know what to look for.  Since I've had tens of thousands of conversat...

I've written my print newsletter for financial advisors since 2018. Since then, I've seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.  More:  I've had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don't share anywhere else about marketing and business.  And you know what?  From the...

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.  Turns out, the best business books weren't written in the last year, the last ten years, or even the last twenty years.  They're different.  They're timeless.  And their wisdom will grow your business faster—with no chanc...

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.  And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road.  But don't worry. In today's show, I reveal 3 hard things...

There's no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.  Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier.  So, what's the 80/20 Principle anyway?  Well, to help...

I committed a couple of "marketing sins" that would have marketing gurus laughing in my face and claiming I'm setting my money on fire. But you know what?  This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative estimations, these campaigns will generate a sky-high return-on-investment soon. Not immediately...

Direct mail is the most underrated—and most effective—way for financial advisors to get clients.  But… only if you know what goes into making a direct mail campaign successful.  Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.  In today's show, you'll discover (from someone who has spent tens of thousands of dollars on ink...

There's a secret ingredient that's missing from many advisors' marketing efforts. Perhaps even yours.  The problem is, this secret ingredient isn't sexy. It won't make your marketing campaigns winners overnight. And it won't flood your calendar with appointments from high-quality leads.  But this secret ingredient is the difference between barely being able to pay your bills or having a scalable b...

Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.  In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as "wake-up calls" you need to hear.  Why?  Well, if you...

During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I'd market an advisor with $100,000 in capital.  And so, I wanted to give you the exact step-by-step framework I'd use if I had an extra $100,000 to spare for an advisor.  Best part? You don't need nearly this much capital up front to successfull...

While I love when financial advisors read marketing books to level up their skills…  Most of the advice isn't just downright wrong for the financial industry, but it can have the opposite intended effect! That means reading books like "The E-Myth," "Who Not How," "$100M Offers," and "Building A Story Brand" can actually hurt your marketing, strangle your business, and breed resentment in your clie...

I'm not the richest person in the world, but I have done well with my money.  Since you're probably talking to your clients about their finances all day, I wanted to give you some "ammo" when talking to them.  In today's show, I reveal the 5 things I've done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I've done poorly with mo...

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.  His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.  And you know what?  A lot of financial advisors believe in at least one of these 3 majo...

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.  But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.  This is something nearly every billionaire has had to figure out.  The good news is that in today's 300th episode special, I reveal how to...

If you're a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.  But there has also never been more opportunity throughout all human history.  And since I want you to become the single most successful financial advisor you can be, I'm sharing some of the secrets which are directly responsible for the success of my business and ever...

Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.  Couple this with many financial advisors using an anti-persuasive sales process, and it's no wonder finding high-quality clients feels impossible.  But there's a secret to reduce your prospective clients' skepticism, earn their trust, and help...

How would your business grow if you booked—and converted—as many appointments as you can possibly handle?  Well, I have good news:  In today's show, I reveal the exact technique I've used to book thousands of appointments for myself and other financial advisors. Best part?  It's a deceptively simple, yet wildly effective 5-step method. And you're just one click away from using this technique in yo...

Financial advisors aren't typically the best marketers… But could you be a horrible marketer?  Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you're a horrible marketer.  Why?  Because if you're making any of these 10 mistakes, you still have time to fix them before your business goes kaput.   Listen now. Show highlights include: The weird...

There probably won't be a bad book on your favorite guru's "Top 10 Business Books" list, but I doubt there will be any business-changing insight you uncover either.  How come?  Well, all of these self-help, business books share the same exact "secrets," said in a slightly different way so they're markable.  The more books from these top 10 lists you consume, the more you distract yourself and push...

There are 5 major mistakes financial advisors make in their business that create "money leaks." Growing your business filled with these "money leaks" is like playing an already hard game on impossible mode.  Worst part?  Most financial advisors don't even realize money is seeping out of their business every day! But don't worry - I got you covered.  In today's show, I share the 5 biggest "money le...

If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.  Why?  Well, outbound leads simply aren't scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.  On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.  But financial advisors consistently commit 5...

Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.  Of course, this isn't intentional. But advisors make the same marketing mistakes over and over again that I'm questioning that statement.  Are you making any of these 10 specific marketing mistakes I reveal in this episode?  There's only one way to find out: Listen...