Financial Advisor Marketing Podcast

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return.  The difference between the two?  Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I've never peeled back the curtain and reveal how I pick the best freelancers each time.  Th...

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.  But he's been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years.  Why? Well, that's what Mark and I chat about today. You'll discover how Mark leverages the fundamentals to grow his business, and how yo...

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right:  Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation.  How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business?...

We're officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before.  But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today's guest, Mark Willis, knows...

If you're creating content, but aren't treating your content like any other asset… I guarantee you're working too hard for not enough money.  Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it.  That's why I invited Jonathan Rivera, found...

There's no shortage of marketing "experts" who are confident they know what they're talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, a...

My Inner Circle members often ask me whether or not financial advisors can have multiple niches.  The answer? Not only can you have multiple niches, but it's easier (and more profitable) than you probably think.  And you know what? Since someone booked a $2,500, 30-minute consultation with me this week  about this topic, I'll take you through the complete process, from step A to Z, on how to set u...

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working.  Well, not only is this possible, but it's the only proven route to growing both your business and your freedom.  Of course, you can't literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it.  Why? Because mar...

Every financial advisor wants to get more done in less time. But this is an impossible task if you don't spend your time productively.  There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance.  That's why I'm answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you'll a...

Most people, including most financial advisors, are weak.  They claim they're wealthy but have maxed out credit cards. They're afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country.  That's the bad news.  The good news?  Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earl...

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.  Today's guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who's able to sell his business for a profit rath...

70% of financial advisors who clear over 7-figures per year have something in common:  They have a niche, which gives them "expert" status in their market's minds and makes scaling to 7-figures (and beyond) a cakewalk.  So, why don't more financial advisors niche down?  Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and win...

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they'll take another prospect call instead of spending the afternoon with their son.  But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financi...

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don't send more than a couple emails per week.  But this is the worst way to set up your email strategy.  Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services.  But by breaki...

Starting your career as a financial advisor isn't easy. Well, it's even harder when you're a woman, like today's guest Anna Kareis.  But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she's also a skilled marketer with valuable (and actionable) lessons.  In this episode, Anna Kareis from Ame...

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out.  Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality conten...

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients.  Then there are other financial advisors who haven't generated even one call from LinkedIn even though they post all the time.  The difference?  The first group understands the patterns of successful LinkedIn marketing, and leverag...

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it's a highly visual social media platform, and they don't think they can get clients with it.  But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business. In thi...

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business.  That said, I'm the furthest thing from an expert on Twitter. That's why I invited an actual expert onto today's episode: Thomas Kopelman.  In this episode, Thomas reveals how advisors...

Most financial advisors tend to treat all of their clients like they're the exact same person. This is a massive mistake, even if you're niched down and deal with the same type of people every day. Why? Because you win or lose a client's lifetime business not by the results you give them, but how you make them feel within the first few times you meet. That's why I invited Brandon Chapman, client o...

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you're only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. Think you could make more money, enjoy more time off, and deal with fewer frustrating headaches? Me too. And that's why this episode could, quite literally, cha...

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don't fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers like lower ad costs, more credibility, reporters seaking you out, and more. Well, t...

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche. Why? Well, many believe that Christians aren't as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you'r...

Most financial advisors ignore Gen Z thinking they don't have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don't start getting ahead of this trend now, you might find yourself without a business in 10-15 years. That's the bad news. The good news? In this episode, Ben Phillips from N...

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it?  Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely.  That ends today.  In this episode, I'm revealing the exact steps I would follow to build a complete marketing system—that resul...