Afleveringen
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There are some prospective clients who, no matter how much they trust or value you, will never work with you.
And itâs not because of you, itâs because of them. They have certain limiting beliefs that will stop them from working with a financial advisorâno matter how much they can gain from working with you.
But there is a solution to this problem:
Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but youâll transform most of them into clients too.
In todayâs show, youâll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisorâand Iâll show you how to conquer each one in your marketing.
Listen now.
Show highlights include:
The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40) How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16) The âPlanet Fitnessâ secret for conquering prospective clients burdened by financial shame (9:29) Adding these few lines to your next email might just flood you with new appointments (10:13)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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In June of 2023, I tried an âoddballâ email idea and I didnât know whether itâd work or not. Well, that email became one of the most engaging and profitable emails Iâve ever sent.
Since then, Iâve rehashed this idea 11 more times. And each and every time, it works like gangbusters.
But⊠itâs not a beginner-friendly strategy. And I donât have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose.
But I have studied these emails in depth and can get you started on sending this advanced emailâif, and only if, your marketing and copywriting chops are up to snuff.
Think youâre advanced enough as a marketer to give them a shot?
Listen now.
Show highlights include:
Why financial advisors who try to mimic my âstream of consciousnessâ emails fall flat on their face (5:29) The âFall Back Taskâ secret for turning a day that completely flew off the rails into a success (6:25) How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19) Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52) 5 reasons my 12 âstream of consciousnessâ emails have been some of my most profitable emails of all time (14:11) How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Zijn er afleveringen die ontbreken?
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Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life.
But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world.
Iâm changing that today by interviewing one of the worldâs best mindset coaches for financial advisors, Nina Cooke.
If youâve been stuck at the same point in life no matter what you try, then thereâs probably something wonky in your internal software thatâs keeping you from reaching your pinnacle of success.
And in todayâs show, Nina explains how your internal feelings manifest in the real world in practical terms. And she gives you a way to upgrade your mental software, so you reach your goals almost automatically.
Listen now.
Show highlights include:
How your mindset can make the difference between a wildly successful ad campaign or one that results in no tangible results (5:31) Earl Nightingaleâs â2 Hardshipsâ secret that helps you trick your brain into enjoying all the boring aspects of your career that bring you closer to your goals (7:02) Why our instant gratification society will slowly crush your financial advice business (and how rewire your brain for long-term success) (12:08) The only 2 things you need to master any skill (and why most people fail to do it) (13:32) Why youâre reading books the wrong way (and how to approach it like a student, so you âdownloadâ the lesson into your mental software) (14:14) How to conquer the single most defeating mindset glitch most advisors have (18:28) Why your inner self-image will either âforceâ you into unbelievable success or ordinary mediocrity (19:33) How to test how emotionally attached you are to your goals (and why this makes the difference between reaching it or not) (22:22) Try this â33x33x33 Exerciseâ if youâre serious about changing the trajectory of your business and life (24:56) The almost too simple 3-step process to reach all of your goals (29:16)Nina put together a special resource for advisors who do not know why they cannot make more money and have more success. If you want to identify exactly which limiting beliefs you have that are blocking you from becoming wealthier and more successful, check it out here: https://resources.ninacooke.co.uk/scorecard-fa
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But Iâve noticed that thereâs a certain type of financial advisor, based on personality typing, thatâs particularly vulnerable to being manipulated.
Why?
Well, itâs almost as if their personality type works against them. And good marketers know the deep and dark psychological secrets that can make this type actâeven if it wonât move them towards their goals!
If youâve been a victim of a marketing guruâs manipulative tactics, donât worry. This episode explains how it happens, why it happens to you, and how to avoid being duped by a clever marketing guru again.
Listen now.
Show highlights include:
A dark psychological truth you wonât hear anywhere else that can prevent you from getting robbed blind by a marketing guru (3:55) Why what you do is never as important as why you do it (this is not just true in marketing and business, but it all aspects of your life) (5:02) 4 questions you must answer to train your brain to think more strategically instead of tactically (7:38) How searching for the âright wayâ to do your marketing leads to an early grave for your financial advising business (13:19) These 8 words make the difference between between staying stuck in a cycle of short-term wins and building something sustainable and meaningful long-term (14:30) Here are the most common âbenefitsâ manipulative marketing gurus use to ransack your marketing budget (14:58)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Iâm constantly asked by financial advisors about how much I think they should pay per lead. Itâs a pet peeve of mine. And my answer is always the same:
It depends.
It depends on how profitable you are, how much you charge per client, how much youâre willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business.
But that doesnât explain why this question is a pet peeveâŠ
The real problem with this question is that it reveals a deeper problem: The wrong approach to marketing your financial advice business.
I explain why itâs the wrong approach and reveal a more effective and profitable approach in todayâs show.
Listen now.
Show highlights include:
Why wondering how much you should pay per lead is the wrong approach that leads to an unstable business (and what to focus on instead) (2:19) How worrying about the average marketing metrics of other financial advisors âneutersâ your marketing (3:48) The weird way the lowest cost per lead can bankrupt your business faster (4:53) The single stupidest marketing strategy that tricks financial advisors into lighting their dollars on fire (7:58) How to leverage marketing assets and systems to pay a fraction of what other financial advisors pay on a per lead basis (and have a higher chance of converting them into paying clients) (11:20) The âno bad metricsâ secret for reframing how you approach marketing that automatically makes each campaign more profitable (17:17)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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A young financial advisor DMâd me on LinkedIn and asked what advice Iâd give to someone in his early 20s to be successful.
And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have.
In todayâs show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do.
Listen now.
Show highlights include:
The 4 areas of personal growth that indirectly result in business success (1:07) The weird way to grow your financial advice business by going to the gym (3:30) Why getting in a good relationship is the #1 most important thing to do for your mental health and, thus, your business (8:44) How taking frequent breaks makes you more productive and impactful (even if it seems like a version of procrastination) (11:23) Why the Bible is the single most effective self-help book youâll ever read (14:05) What a multiple-hour conversation with ChatGPT revealed to me about humanityâs free will (or lack thereof) (15:17) Why your skills arenât responsible for your success, this is⊠(19:03)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy⊠until you realize youâve created a monster that devours your time and joy.
What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth?
Well, thatâs exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average financial advisor firm.
And in this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors.
Listen now.
Show highlights include:
How an authentic origin story behind why you became an advisor gives you an unfair advantage that your competitors canât mimic (2:47) The trick for naming your firm in a way that magnetizes your ideal clients (hereâs how Larry did it for his firm) (4:43) The âJoy Factorâ secret that responsible for Larryâs firm growing by 15% per year when most firms are happy to reach 2% per year (9:29) How âbudget shaming,â a common habit of financial advisors, makes your best clients jump ship to your competitor (10:43) A few simple questions to âhackâ into prospective clientsâ minds and figure out exactly what they need to recommend you to all their friends (14:40) How to grow your business by traveling and sharing it on social media (24:03) The weird and fun âhockey arenaâ content creation secret that made Larry Sprung live rent-free in my mind until this episode (25:56)Want to figure out how to unlock the secrets to a joy-driven practice? Well, Larryâs created a webinar about this idea called The Power of Positive Money Conversations thatâs so popular he had to create a waitlist for it! Join the waitlist here: https://joyfuladvisor.com
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of.
The mental block?
Needing permission to do, well, any action that could grow your business by a scary amount.
These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didnât finish and reward them with entry into the knighthood of the wealthiest advisors.
And so, they sit around, and wait. And wait. And wait.
Until one day, many years later, they wake up from this stupor and realize that a âhope and prayâ marketing strategy is good for one thing: Bankrupting your business.
If that sounds like you, donât worry. Todayâs show will help you remove this mental block before it suffocates your advisory business.
Listen now.
Show highlights include:
The insidious âprospecting reluctanceâ trap advisors fall in that destines them to a mediocre business (3:12) The #1 biggest obstacle to your success (and itâs not your market, your competitors, or your current clients) (4:28) How to become wealthy beyond your wildest dreams when a guru hasnât blessed your strategy, you donât have a fancy title, and you lack real experience (4:51) Why seeking credentials, while important for credibility, becomes a crutch to feed your procrastination (5:02) The emotional mindset shift thatâs the main difference between an advisor worth $10 million and one worth $50,000 (7:45) The âACRâ secret from psychology that shows you how to be wealthy, fulfilled, and happyâat the same time (12:57) The 3 most common signs youâre subconsciously seeking permission (19:24)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Making low six figures as an advisor, while it may impress your family, isnât all that impressive. And it doesnât make you real wealth like other advisors enjoy.
Even making $300,000 per year isnât enough to create a legacy for your family. But I have good news:
If youâre making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode.
Best part?
Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures.
Listen now.
Show highlights include:
The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41) The âadd, not replaceâ method for boosting your conversion rates and doubling or tripling your business (4:13) How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50) Why advisors who havenât figured out how to convert more clients per hour will never make $500,000 a year (7:07) The weird way to grow your business faster by firing some clients (11:50) The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29) The âbroken slot machineâ secret only advisors who make 7 figures a year use or even know about (14:49) Why doing a distraction audit can triple your productivity by this time next week (20:41)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Todayâs guest, Michael Kitces, recently released an 108-page study called, âHow Financial Planners Actually Market Their Services.â
Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing.
I donât say this lightly, but this might be the best podcast episode ever for financial advisor marketing.
Not only will you realize whatâs working (and more importantly, whatâs not working), but youâll leave this episode with a plan to dominate 2025 and beyond.Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data.
Show highlights include:
This 108-page financial space marketing report will show you with crystal clear certainty how to actually get clients from your marketing (0:33) Why financial advisors are sometimes spending up to $10,000 per client (and how to get this cost lower while landing more clients) (5:11) The insidious âanti-scaleâ trap most advisory firms find themselves in that slowly bankrupts their firm (6:19) How building a faster, sales-based approach to business development gets you up and running but also plants the seeds of destruction in your firm (and the two-track approach to use instead) (13:20) The success rates of the most successful marketing strategies for financial advisors backed by hard data (14:58) The sneaky âTransfer of Trustâ secret that fast tracks your sales pipeline and can result in several new clients each month (27:17) Who wins in a battle of generating more clients: Podcasts or video marketing? (31:13) 3 things every piece of your marketing must do or it will fall on deaf ears (34:13) Why you only need 50 great clients to run a wildly successful advisory firm that rivals even corporate behemoths like Merrill or Morgan (47:05) The single most important marketing lesson every advisor needs to hear based on hundreds of hours of hard data and research (50:14)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Most marketing advice is all about drawing people in. And for good reason: Your business canât exist without clients.
But thereâs a problem with attraction marketingâŠ
If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. Thatâs why repulsion marketing, the exact opposite of attraction marketing, is often a more powerful marketing strategy.
Not only does it tend to be more profitable, but it also ensures that your clients are of the highest quality. That means they happily pay you more, donât think theyâre entitled to your time, and donât cause endless frustrations.
In todayâs show, youâll discover a few simple ways to add repulsion marketing into your campaigns and create a more successful and fulfilling business as a result.
Listen now.
Show highlights include:
Why attracting your ideal clients isnât nearly as profitable following this overlooked âGold Prospectorâ method (0:53) This seemingly innocent thought has crippled more financial advice businesses than perhaps any other thought in human history (6:08) A bulletproof way to weed out entitled freebie seekers from the people who make great clients (7:02) The magic ingredient you need to actually build a business that lets you spend as much time as you want with your kids (15:31)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think itâs a scamâand this comes across when theyâre selling it to prospective clients.
The result?
Banging your head against the wall because without a new source of prospective clients, youâll be out on the streets.
But hereâs the thing:
In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.
In todayâs show, Iâll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.
Listen now.
Show highlights include:
The single most important fundamental thing you need in order to successfully sell your financial advice (1:22) 2 beliefs you must have in order to outsell any of your competitors (1:45) How to improve almost every aspect of your business overnight by committing to âpsychological alignmentâ (3:35) The religious argument for why you should charge more for your services (Best part? You donât have to be religious to do this!) (6:37) Why financial advisors who worry about what constitutes âvalueâ are always less successful than those who ignore it (8:49) How thinking like a lawyer or doctor can triple your business by this time next year (10:29) 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48) The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06) 4 of the most common objections to ongoing financial planningâand how to conquer them to win clients (19:02)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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While one-time financial plans arenât as attractive to prospective clients or your financial advice business, thereâs still a place for them.
Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.
But most financial advisors arenât good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates.
So, in todayâs episode, Iâm going to share the biggest obstacles prospective clients will have to buying a one-time financial plan. And how you can overcome each one to improve your sales process and remove the barriers to working with you.
Listen now.
Show highlights include:
The almost-too-obvious, yet wildly effective way to convert more people into paying clients (6:51) One skill financial advisors must master to overcome the psychological âtemporal discountingâ glitch your clients will have to your one-time financial plan (12:10) How to make your clients sell themselves on buying a service with a delayed payoff (even when it goes against their natural psychology) (12:38) 3 things you must emphasize when selling to prospective clients who have the âDIY Mentality" (14:40) How to help your clients feel more empowered when buying a one-time financial plan (this boosts conversions) (17:50) The âFuture Relationship" positioning trick that turns one-time financial plans into recurring revenue (19:45)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
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My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I donât know if thereâs anyone who has a more successful track record than myself in this niche.
And today, Iâm revealing the secret to why my content marketing campaigns have been so wildly successful. Iâm not sharing this to brag, but to show you how simple it can be when you do it right.
The problem is, 99% of financial advisors approach content marketing in the exact opposite way as I teach. Thatâs why your lead magnets, blogs, ads, and other forms of content marketing fall on deaf ears.
But it doesnât have to be this way once you listen to todayâs episode.
Show highlights include:
How applying the lesson from my grip strength story to your financial advice business will make 2025 your most profitable year yet (3:29) Why this specific type of lead magnet attracts higher quality leads and clients than any other type (8:58) The overlooked, yet only proven way to create high performing content that makes your prospects only want to hire you (10:08) Hereâs the brutal truth about why 99% of content financial advisors create falls flat and leads to no new business (10:19) Why November, December, and January are the 3 most important months for determining how successful youâll be (12:01) The 4-step lead magnet creation process that will help you create a wildly successful lead magnet that turns strangers into your best clients (14:09) How thinking of your marketing as an army of gatekeepers not only attracts higher quality clients, but also frees up your time without sacrificing your wealth (19:31)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
If youâre serious about making 2025 your most profitable and successful year yet, I created a new guide to help you accomplish that. Itâs called 5 Marketing Moves Financial Advisors Should Make In 2025 and you can get it for free at https://TheAdvisorCoach.com/moves.
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While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to âspotâ the problem clients from the great clients.
And you know what?
Itâs easier to spot red flags than you might think especially when you know what to look for.
Since Iâve had tens of thousands of conversations with financial advisors, Iâve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.
Best part?
Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.
Listen now.
Show highlights include:
The insidious way bad clients make you worse at serving your best clients (2:51) If your prospect utters this sentence, run away as fast as you can (3:50) How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38) The âPositioningâ secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34) 3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43) The single most dangerous âcocktail of red flagsâ mindset your clients can have (22:40)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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Iâve written my print newsletter for financial advisors since 2018. Since then, Iâve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.
More:
Iâve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they donât share anywhere else about marketing and business.
And you know what?
From these tens of thousands of conversations, Iâve discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever.
Do you have all 7?
Listen now to discover the 7 things successful financial advisors have in common.
Show highlights include:
The sneaky way obsessing over ROI can tank your marketing results (4:43) Why asking more questions in your personal life can unlock consistent growth in your business (even if your questions have nothing to do with business) (8:49) The #1 most effective thing I have ever seen for getting more clients and building a better business (9:38) How to hire the worldâs best âcloserâ for prospective clients without paying an extra penny for appointments set (10:42) Why developing a golf, tennis, or Jiu Jitsu hobby this year can make you the most successful advisor in your area by 2026 (13:39) My theory for why introverted financial advisors tend to be more successful than extroverted ones (16:25) Why your brain wants to sabotage your successâand how to stop it before itâs too late (20:07) 3 of the most deadly defense mechanisms that will trick you into staying in your comfort zone instead of adding an extra 0 to your bank account (20:21)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletterâand this is the LAST chance to get grandfathered into the $99/mo price because the price increases to $199/mo on January 1st 2025, no exceptionsâIâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.
Turns out, the best business books werenât written in the last year, the last ten years, or even the last twenty years.
Theyâre different.
Theyâre timeless.
And their wisdom will grow your business fasterâwith no chance of duping you into costly mistakes like airport books can.
Listen now to hear the 7 books I think all financial advisors should read.
Show highlights include:
How to read a book by the end of the year (without depriving yourself of champagne, gifts, and Christmas festivities) (0:52) Why even atheist financial advisors should read the Bible (1:44) This mystical book recommendation from a âcon manâ always gets pushback⊠but it works (3:04) My favorite Warren Buffet book (even though he didnât write it and itâs barely about him) (4:55) How airport books can actually set your financial advice business back decades (5:35) The âInvestor Mindsetâ secret shared by 8 of the worldâs most successful CEOs (6:10) Why rapid client growth is the worst way to grow your business (6:39) The âfew simple disciplinesâ secret from the worldâs greatest motivational speaker (11:25) 3 traps that will ransack your business and freedom if you fall into them (18:47)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.
And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road.
But donât worry. In todayâs show, I reveal 3 hard things you should do today to set you up for long-term success.
If youâve been putting any one of these 3 things off for the future, let this be your wake-up call before itâs too late.
Listen now.
Show highlights include:
The insidious âsecond mistakeâ that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24) Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34) How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19) How to ethically âmorphâ your audienceâs mind to be more receptive to hiring you with the âFamiliarity Principleâ (10:29) The âjust talkâ LinkedIn strategy that can fill your calendar with high-quality prospects (15:46)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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Thereâs no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business fasterâwith fewer customers and headaches and stressâthan you ever thought possible.
Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier.
So, whatâs the 80/20 Principle anyway?
Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. Thereâs not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business.
Listen now.
Show highlights include:
The single most deadly entrepreneurial mistake youâre making that has your financial advising business knocking on heavenâs door (2:11) How understanding the 80/20 principle prevents you from ever starving for clients for as long as youâre in business (4:22) The ârack a shotgunâ secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28) Why McDonaldâs business model isnât what you think (and how to apply this to your business) (13:59) The âespresso machineâ principle to double or triple your business almost overnight (without even finding any new customers) (19:18) Why asking yourself this one question is the best way to become (and remain) a top 1% financial advisor (27:42)If you want to forever change your life, your businessâs growth, and the legacy you leave, buy Perryâs book here: http://sell8020.com
Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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I committed a couple of âmarketing sinsâ that would have marketing gurus laughing in my face and claiming Iâm setting my money on fire.
But you know what?
This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative estimations, these campaigns will generate a sky-high return-on-investment soon. Not immediately, but soon.
Whatâs my secret that makes marketing gurus squirm while backing up the Brinks trunk into my bank account?
Thatâs what I reveal in todayâs episode. And I share three marketing nuggets of wisdom every financial advisor needs to hear.
Listen now.
Show highlights include:
The counterintuitive way paying more per lead can make your profits soar higher than paying less per lead (1:16) How to circumvent the friction-filled process of hiring a financial advisor and land more appointments (4:07) How Iâm getting email subscribers for $2 a pop (and why I donât recommend it) (6:46) Why focusing on the actual economics of your business leads to more growth and wealth than worrying about optimizing costs (8:26) How you stifle your businessâs growth every time you treat it like a paycheck (9:48) The âcomplete controlâ feature embedded into direct mail that boosts your chances of success (14:44) How to never fail to reach your prospecting goals for as long as you run a financial advice business (15:53)Since you listen to this podcast, I want to give you a gift:
If you subscribe to the Inner Circle Newsletter, Iâll send you a collection of seven âobjection bustingâ 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.
Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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