Why Your Clients Physically Cannot Give You Referrals
Financial Advisor Marketing Podcast
There is no shortage of tricks and tips created specifically for financial advisors who want to get more referrals. And yet… The entire industry struggles hard to actually land referrals. You might ask your clients to refer others to you in hundreds of different ways, but you can’t trace back a single client to a referral. The reason is actually quite simple: Your clients physically cannot give you referrals because you’re missing the most crucial ingredient to this formula. It’s like trying to bake a cake without flour. That’s the bad news. The...
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Your Discovery Meeting Is Costing You Clients: Here’s How To Fix It
Financial Advisor Marketing Podcast
Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business. The reason? You’re using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it’s natural to want to rush in with the solution. But your prospect isn’t actually after a solution - they want something deeper and more fundamental. And so, when they hear your solution, they shut down and book another discovery meeting with another...
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20 Business Metrics Advisors Can Track
Financial Advisor Marketing Podcast
Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term. But metrics are terrible masters and wonderful servants. Here’s what I mean: Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry. Not only are most marketing metrics vanity metrics (which only trick you into thinking you’re performing better or worse than you actually are), but even the metrics that are most based in reality can dupe you into...
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5 Lessons Learned From Reaching Financial Independence
Financial Advisor Marketing Podcast
This episode might be the most important one I’ve ever recorded… And it has nothing to do with marketing. Instead, it’s a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost any other human on earth. In fact, it’s totally possible to take $10,000 and turn it into a crisp $1,000,000 in only 7 years after listening to this episode But it can only work if you actually implement the advice I’m sharing. Listen now. Show...
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Advisors: Ignore These People
Financial Advisor Marketing Podcast
There are certain people, who are not in your market and would never become your client, who try to offer you advice about your marketing and your overall business. It’s important you ignore these people and don’t take their feedback seriously. The reason? It’s like a steakhouse owner taking advice from a broke vegetarian. The trouble is, their feedback might feel like a good idea. It might make you feel like you’re being responsible and open-minded. But that is the trap. That’s why, in today’s episode, I’m giving you permission to completely ignore these...
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“I’m Not Ready For Marketing”
Financial Advisor Marketing Podcast
This episode may make you uncomfortable, but it’s too important to avoid. There is a silly and self-sabotaging belief that runs rampant amongst financial advisors. It is actively destructive and extraordinarily expensive. And the only reason it exists is because it protects you from discomfort and responsibility. The belief? “I’m not ready for marketing.” This one poisonous belief has destroyed more advisors’ wealth, time, energy, and even lives (due to the extra frustration and stress it causes over time) than anything else. And I’m completely dismantling...
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How To Join The Top 0.0001%
Financial Advisor Marketing Podcast
I remember my uncle once telling me that most people are dumb, weak, and broke. While I thought it was harsh at the time, it has been consistently proven to be true over the years. Why does this matter to you? Two reasons: First, to help you break through whatever limiting belief you’ve subconsciously placed on yourself that’s keeping you out of the top 0.0001%. It’s really not nearly as hard to become a one in a million person when you hear some of the statistics I share in this episode. Second, because your clients can either be top 1% types who value your services...
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7 Marketing Rules Of Thumb All Advisors Should Know
Financial Advisor Marketing Podcast
Most of the so-called marketing advice that advisors get sold by other marketing gurus isn’t just flat-out wrong… But it also makes you focus on the wrong things! This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn’t work, and causes you to toss and turn for hours each night as you drown in your own anxiety. That’s the bad news. The good news? In today’s show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned...
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Listen To This If You Feel Uncertain About Your Marketing
Financial Advisor Marketing Podcast
Most advisors create their marketing strategy by stitching together “quick tips,” following the latest tactics, or otherwise getting some form of Shiny Object Syndrome. This can work (and does work) for a while. But there’s a massive hidden debt that comes with this patchwork marketing strategy: It undermines your certainty, confidence, and even your ability to best serve your clients! In fact, this mistake kills more financial advice businesses that have achieved moderate success than anything else. But here’s the good news: Today’s episode explains in nitty-gritty...
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This Isn’t Fun But It Can Fix All Of Your Marketing Problems
Financial Advisor Marketing Podcast
There is something infecting your mind and your marketing right now. It’s not a lack of tactics or using the wrong ones. It’s not a lack of strategy or using the wrong one. And it’s not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse. The truth? Somewhere along the way, you’ve created an identity for yourself that sabotages your marketing efforts before you even sit down to create one. It explains why you procrastinate on every marketing campaign you create. It’s why...
info_outlineHere’s a harsh truth that most financial advisors don’t realize until it’s far too late:
It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches.
But most advisors never think about “repellant marketing” until they’ve built a big business that tears them away from their family, spikes their cortisol levels to dangerous heights, and steals all of their precious time away from them.
Today’s show will help you realize this trap before it’s too late.
You’ll discover why the “meat cleaver” strategy is necessary if you want wealth and freedom. And I’ll share some of the most effective “meat cleavers” financial advisors can use to free up their time and grow their wealth.
Listen now.
Show highlights include:
- The “meat cleaver” strategy that boosts your productivity, grows your bottom line, and eliminates endless business frustration… all at the same time (2:23)
- How eliminating large swaths of potential customers is the fastest way to grow your business (5:47)
- Most financial advisors don’t have the cajones (or frankly, the cash flow) to try this specific "meat cleaver accelerator”… But nothing is better at upgrading your list of clients’ net worth (10:45)
- Why you must take back your power in your business today or you’ll forever live under someone else’s boot (15:45)
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.