Financial Advisor Marketing Podcast

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. Why?  Well, after helping thousands of financial advisors, I've realized there are 7 fundamental reasons why financial advisors struggle to get clients.  If you don't fix these 7 mistakes, you will struggle to get clients forever. Sounds harsh, but i...

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don't even have $1,000 in their bank account.  If you're in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it.  But don't worry. I'm here to save you from boneheaded marketing decisions wh...

Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients' psyche, and live there rent free until they're ready to hire you.  But most financial advisors don't leverage psychological principles in their marketing because they don't know how powerful they are.  That's why, in this episode, I'm revealing 5 o...

Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created.  But there's a problem…  Most financial advisors don't know the first thing about content marketing! They get duped by content marketing agencies into creating sh...

We all have a deep desire to be liked by everyone we encounter. It's human nature. But this quirk can also spell trouble for you as a financial advisor.  Why?  Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business's revenue ceiling. There are certain types of people you will naturally create more wealth for. They'll implement your advice quicker....

There's one "tactic" in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.  This tactic?  Teaching.  Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money.  But for some reason, financial advisors think that teaching is the only way to build credibility. Not only are there plent...

Let me be blunt: Most financial advisors aren't world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor.  The solution?  Well, first you have to reframe how you approach sales. Selling isn't a negative, dirty word. It's an opportunity to help someone with one of their most prized possessions...

80% of people fail on their New Year's Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year's Resolutions.  That means that 92% of people fail to achieve their goals!  How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year?  Well, your fir...

There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.  What's the difference between the two?  Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hustle his way to making $500 a day to support his expensive drug addiction. Despite his foul stench, yellow teeth, homelessness, and crack addiction, Willie w...

I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube.  So, how did I do this? And more importantly, how can you "mimic" my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services?  I reveal this—and a bunch of other h...

In my life, I've stumbled upon 10 concepts that have changed my life for the better. While they're not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life. And they will do the same for you.  In today's show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happin...

While there is no single "secret for success," there are several concepts that can change the course of any financial advisor's life, business, and happiness for the better.  What concepts am I talking about?  Well, in today's show, I reveal 5 of the 10 most effective concepts I've harnessed in my own life as well as taught to other financial advisors that have dramatically enhanced their life and...

As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions. By simply doubling your fees, you can almost double your income—while working less than you ever had before.  Why then don't more financial advisors raise their fees? Well, here's the cold, hard truth:  They're worried that raising their fees will cause all of their clients to can...

One question that's always on the minds of financial advisors is this:  How long does it take to get results from marketing?  Some marketing coaches, consultants, and lead gen agencies will claim it can take years to see tangible results from marketing. While others claim that they can get you results in as little as a few days.  What's the truth? Well, the truth is that different marketing channe...

There's a massive difference between the bank accounts of different financial advisors.  Some experience groundbreaking success, making 8, 9, or even 10 figures a year. While others live paycheck to paycheck, can barely afford their bills, and are constantly spinning their wheels about how to grow their business.  After reflecting on the two groups, I've finally realized the difference:  The wealt...

What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor?  Think you could land more appointments, skyrocket your conversion rate, and even enjoy more free time with your family?  Well, good news:  In today's show, Andy Andrews—a top 0.1% financial advisor—joins me to share his marketing, sales, and operations secrets with you.  After li...

Business owners are the "holy grail" of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.  But financial advisors make a big, fat mistake when trying to target business owners:  They go too broad, don't niche down enough, and this erodes the effectiveness of marketing...

For my 250th straight episode of the Financial Advisor Marketing Podcast, I'm going to let you in on a little secret.  The secret?  While I love marketing and helping financial advisors become better marketers, I'd rather make you wealthy.  And in this episode, I reveal the single best wealth-creation mindset tweak for you. This secret is so powerful that it can help you become totally financially...

Success is not an accident. It's the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.  The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won't magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving...

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015.  Through these conversations—because advisors feel safe to share the whole picture (which isn't the case at seminars or webinars)—I've cracked the code to what makes a wildly successful financial advisor, and what...

99% of people will never get into the top 1% of anything. That's just simple math…  But that doesn't mean you'll never get to the top 1%.  In fact, while becoming a top 1% financial advisor isn't easy, it's a lot simpler than you think.  Why?  Because you just have to do the simple things that 99% of people aren't willing to do. Sure, they take time, energy, and effort. But so does pursuing anythi...

It's your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often.  But most advisors don't think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That's the bad news.  The...

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn't bad… but is it the best?  No, it's not the best because in order to write the best copy, you need to deeply understand your market. That's why, for example, headlines that break all the copywriting rules tend to do the best.  This lesson doesn't just apply to copywriting either. It applies...

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful:  Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that's lower than the churn rate of most software companies and streaming services.  And you know what?  There are 5 specific secrets that help me keep clients longer—and they can help...

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads.  And I get it: Outsourcing your lead generation to a third-party company is appealing.  But there's a big, fat problem with buying leads: It's like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your...