Financial Advisor Marketing Podcast

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment.  Think you could add an extra $20k, $50k, or even $100k to your income? Me too.  Well, I have good news:  I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mista...

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half. But hiring the wrong virtual assistant, or hiring before you're ready, can increase your workload, expenses, and stress.  In this episode, you'll di...

Your productivity as a financial advisor directly impacts how much money lines your pockets each month.  While that sounds like good news, here's why it's not:  Many financial advisors I've coached were allergic to organization. It's nothing but a boring waste of time to them. But that's only because they don't understand this obvious truth:  The more organized you are, the more productive you bec...

Every financial advisor I've met shares a similar personality trait. This personality trait is the lifeblood of your business. But it's also the downfall of your marketing efforts.  What's this personality trait?  Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears. In this episode, you'll discover how your analytic...

If your marketing materials aren't as effective as you'd like, I have good news:  A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects' brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services.  In this episode, you'll discover 7 neuromarketing tips that make your marketing wickedly e...

If your clients trust you and thank you for your great work, it's easy to be surprised when a prospect is outright hostile. But let's face it: Many wealthy people think financial advisors would do anything to pocket higher management fees. Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it.  That's why financial adviso...

There are 5 driving forces behind all human behavior. And if your marketing doesn't hit on one of these deep psychological triggers, then, well, you'll always struggle with attracting new clients.  That's why even the best financial advisors fight tooth and nail to find new clients.  Here's the good news: In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them...

If you've been in the business for a while, you know building your dream business is hard. And if you're like most financial advisors, you don't struggle with serving your clients, but with getting them in the first place.  Lots of "experts" want to sell you courses, seminars and books with complex client-getting strategies—but most of them don't work. That's because the high-level process of gett...

Most financial advisors want to create extraordinary results for themselves and their families, but they don't know how to spend their time to create that reality. That's why they never see the results they want and fall short of all their goals.  If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world's most effective people: Billiona...

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it's what they should do or what they enjoy doing. But marketing isn't about your feelings. It's cold, hard math. A marketing strategy either makes money—or it doesn't.  In this episode, you'll discover the marketing strategies most advisors waste their money on—and what marketing ac...

How much should you budget for your marketing? If you go on the internet, you'll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.  But the truth is: Financial advisors don't need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without e...

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his cl...

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that's you, it's not your fault. It's because your brain isn't much more sophisticated than a rat's brain.  That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits.  And you know what?  Whenever you p...

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters…  …but they often get zero clients for all their hard work. It's not because they lack effort, but because they create for the wrong niche.  Here's the truth: You won't attract retired millionaires by dancing on TikTok. And you won't land millennial clients with...

You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…  But without a plan, you won't have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork. In this episode, you'll discover how to create a business plan on a single page. That way, you'll alwa...

It's exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails.  You're constantly getting rejected and have to spend irreplaceable time for every client.  What if clients reached out to you instead? That's exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dr...

There are tons of courses, books and seminars that promise you more clients by helping you sell.  But most of them repel more clients than they attract. That's because they teach worn-out tactics your prospects have heard a hundred times.  In this episode, you'll discover 5 cheesy sales tactics that sabotage your sales—and how to build trust and get more clients without BS sales tricks.  Want to s...

Whether it's fitness, business or relationships: Some people accomplish in weeks what others do in years.  When you're growing slowly, it's easy to get angry at all the people surpassing you. It's easy to make excuses and say they had some hidden advantage.  But it's much more productive to become one of those people. In this episode, you'll find out how to grow faster than you are now and leapfro...

Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality.  Instead, they make excuses: They don't have time because of their family, their day job takes up too much time… instead of taking action on their goals, they waste the potential they know they ha...

LinkedIn can be a reliable source of high-value clients. But most financial advisors don't make any money from their LinkedIn profile.  It's not because they're bad, but because they only post about certifications and their takes on the stock market. It's what most financial advisors do, but it doesn't work.  If you know how LinkedIn really works, you can magnetize more prospects than you can hand...

Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year.  But some financial advisors stay stuck. They work all day and barely see their families—just to make the same amount of money they made last year.  Why? That's what this episode is all about. You'll discover why some financial advisors stay stuck—and how to escape that cycle if...

Many financial advisors spend weeks on marketing strategies that never get them a single client.  Meanwhile, a few advisors magnetize dream clients without spending all day creating content.  That's because they accept a few harsh truths about marketing. It sucks to accept failure, but once you've accepted the truth, you can unleash growth and attract more clients than you can handle.  In this epi...

A ton of experts, gurus and coaches love to talk about mindset. And if you think like a loser, you'll become a loser.  But if you only think about success, you'll never be wealthy, never live in the house you want or drive the car you want.  You'll only reach your goals if you take action. In this episode, you'll discover how to live the life you deserve by accepting the "mindset paradox".  Want t...

Most financial advisors love making portfolios grow, but hate to do marketing.  That's not because they're bad at it, it's because they think they have to write, design and understand technology. But you don't have to do things you hate. You can talk into a camera and get clients with simple videos.  In this episode, you'll find out the pros and cons of using video marketing—and how to leverage it...

Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they're back in an office job.  It's not because they lack ambition or drive. They want to be millionaire entrepreneurs, but they think like 9-5 employees.  But you can break out of this cage. If you can change your perspective and see your business like an outsider, you can c...