Financial Advisor Marketing Podcast

YouTube is one of the most lucrative and effective marketing strategies for financial advisors. Why? Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients. No other social media is half as powerful as YouTube. And no financial advisor knows the ins and outs of YouTube like Dave Zoller from Streamline My Practice. In...

Without improving your goal-setting skills, you'll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it's also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer. Well, I have good news on that front: In today's episode, Mando Sallavanti, a yo...

Most financial advisors receive advice for marketing their business that's mediocre at best and can cripple your most cherished relationships at worst.  But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you'll start to hate your job too.  Well, this episode is the antidote to t...

There's nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don't buy my products or coaching.  Why? Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague.  Now, financial advisors with a victim mentality won't even hit p...

As a financial advisor, there may be one aspect to your "financial health" that you're completely neglecting. In fact, most financial advisors don't even consider it a part of their finances, but it trumps all other forms of finances.  What is it, you ask?  Your health!  Not only will improving your health lead to better financial health (for you and your clients), but it's also one of the best wa...

Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can't do the same for themselves.  Why? Well, first and foremost, it comes down to an inability to listen and take action. That's why you're stuck—you overthink and under-act.  In this episode, you'll discover the 7 most deadly (and common) patterns financial advisors fall in...

You've heard me say before that email marketing is the #1 most effective appointment-setting strategy I've ever seen for financial advisors.  But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed.  Well, here's the good news: In this episode, I reveal the simplest and most effective way you can grow your email list as...

As a financial advisor, you often have your clients' livelihood in your hands. But as a client to a financial advisor, it almost never feels like this.  Why? Simply put, most financial advisors don't understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you'll never be able to...

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you'll burn potential prospects forever, wasting countless hours of your time, money, and sanity. That's the bad news. The good news? If you know how, It's easy to generate clients on demand via LinkedIn. If you know how. Question is, how do you do it, especially after changes to LinkedIn's algorithm? In this episo...

New year new me, right? Everyone says that, but let's be honest, who actually does anything about it? Well, on today's podcast, I'm going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You're probably sick of me saying this, but… Number 1 — Get an email autoresponder!  Now, I'm not going to reveal the other 2 s...

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I'm in, I'm also in several mastermind groups for business owners.  My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being...

There's a massive gap between what financial advisors think they're doing and what clients perceive they're getting. That's why many financial advisors lose clients even when they help them make money.  Here's the thing…  There's no right or wrong when it comes to perception. And your clients' perception of you and your services mean more than the amount of wealth you build for them.  That's the b...

Most financial advisors don't charge enough for one of two reasons:  Either their marketing machine isn't up to snuff. Or they don't feel comfortable with charging higher prices.  But here's the thing:  Charging more not only helps you attract better clients, but it also helps you serve your current clients better.  In other words, charging more is the single best way to improve every aspect of yo...

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you'll lose all of your clients overnight.  Of course, this never actually happens. But it still feels real inside our brains. Well, that's why I recorded this episode.  Not only will listening to this episode help you feel more c...

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there's a trend for which personality types make the most money and enjoy the most success.  For example, having an "S" marker in the Myer Briggs personality test is the most common. But it's also the most lethal for your success as a business owner and financial advisor.  In this ep...

Here's a cold, hard fact of life:  Most people retire almost as broke as they were when they entered the world.  Why? Well, there are several reasons. But none is more lethal than "Projection Bias." It doesn't just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth.  But fear not. In this episode, I reveal how this psychological fact s...

If you're not making as much in your business as you'd like, I have some humbling news for you: You're letting your ego sabotage you!  Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways.  But you know what? You don't have to give into your ego.  In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can...

Most financial advisors are great at their job, but they suck at marketing. I don't say that to be cruel. But sometimes the truth hurts.  That's the bad news.  The good news? After listening to this episode, you will never be able to say you suck at marketing again.  Why? Because I'm revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean...

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here's the problem: If your current visitors aren't converting now, adding more gasoline won't fix your conversion problems.  But don't worry. In this episode, you'll discover 7 proven ways to get more...

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they're more skeptical when it comes to investing their money. They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them. You need to work hard to build credibility throughout...

I've been running Facebook Ads for my business for over a decade. I've learned a lot over the years. And I've spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads.  Through my research, I've uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a c...

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it.  Why? Because they're making one of the 5 deadly social media mistakes.  Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month i...

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.  But they can also devour your time with nothing to show for it if you don't know what you're doing.  So how do you create blogs that help grow your business rather than blogs that eat up your free time?  There are a few simple rules you can follow to make your blogs your...

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to "hire" your money to grow your wealth.  But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it's not even possible to make $500k per year.  If that sounds like you, I have good news:  In this episode, you'll discov...

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all.  Here's why that's good news:  After listening to this episode, you'll know exactly why financial plans fail — and how to create...