Afleveringen

  • 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 don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success.

    If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late.

    Listen now.

    Show highlights include:

    The insidious “second mistake” 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 “morph” your audience’s mind to be more receptive to hiring you with the “Familiarity Principle” (10:29) The “just talk” 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, 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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.

    Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier.

    So, what’s 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. There’s 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 you’re making that has your financial advising business knocking on heaven’s door (2:11) How understanding the 80/20 principle prevents you from ever starving for clients for as long as you’re in business (4:22) The “rack a shotgun” secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28) Why McDonald’s business model isn’t what you think (and how to apply this to your business) (13:59) The “espresso machine” 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 business’s growth, and the legacy you leave, buy Perry’s 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, 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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Zijn er afleveringen die ontbreken?

    Klik hier om de feed te vernieuwen.

  • I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I’m 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.

    What’s my secret that makes marketing gurus squirm while backing up the Brinks trunk into my bank account?

    That’s what I reveal in today’s 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 I’m getting email subscribers for $2 a pop (and why I don’t 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 business’s growth every time you treat it like a paycheck (9:48) The “complete control” 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, 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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Direct mail is the most underrated—and most effective—way for financial advisors to get clients.

    But
 only if you know what goes into making a direct mail campaign successful.

    Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.

    In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate.

    Listen now.

    Show highlights include:

    The best direct mail call-to-action for financial advisors to maximize your response rate (2:08) The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33) Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57) The #1 ingredient any direct mail campaign must have to be successful (5:20) How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47) Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11) The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09) This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.

    The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads.

    But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork.

    So, what’s this secret ingredient? And is it missing from your marketing?

    Listen now to find the answer for both.

    Show highlights include:

    The one secret ingredient missing from almost every advisors’ marketing that threatens your entire business (4:32) How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52) The “Marketing Seasons” method for predictably scaling your financial advice business (6:30) 2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.

    In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.

    Why?

    Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today).

    In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business.

    Listen now.

    Show highlights include:

    How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04) The “Other Person’s World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03) Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04) How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this) (13:05) The counterintuitive way your current results stifle and suffocate explosive growth (18:47)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital.

    And so, I wanted to give you the exact step-by-step framework I’d use if I had an extra $100,000 to spare for an advisor.

    Best part?

    You don’t need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to.

    Listen now.

    Show highlights include:

    The first person you should hire in your financial advising business if you want to grow your business even faster (2:28) The absolute worst thing to delegate to someone else that can sow the seeds to your business’s downfall (4:58) Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53) How to create and design a lead magnet that brings in business for years (7:35) How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to “mimic” my results in your business) (11:38) The “Niche Credibility” secret for becoming wildly popular to your niche (18:45)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M

  • While I love when financial advisors read marketing books to level up their skills


    Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!

    That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients?

    How?

    I explain how this happens in today’s episode.

    Listen now.

    Show highlights include:

    Why reading books like “The E-Myth” & “Who Not How” can set your wealth back by years in your financial advice business (2:32) How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38) This is the single most lethal “marketing” strategy parroted by gurus that will instantly tank your bottom line (6:38) The psychological “Effort Heuristic” secret that explains why taking longer to reach your client’s goals makes them value you more (11:09)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • I’m not the richest person in the world, but I have done well with my money.

    Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.

    In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers).

    Want to discover some “unusual” ways to create (and destroy) wealth?

    Listen now.

    Show highlights include:

    How the “jimmy” the cost of your services to attract higher quality clients (3:07) Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17) Why investing in yourself almost always generates more revenue than even the best stocks (7:45) How to make more money in your financial advising business by simply upgrading your mattress (11:23) Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04) The biggest money-eating mistake parents make (19:26) This is the single best investment you can make—according to Warren Buffet (20:54)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.

    His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.

    And you know what?

    A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all).

    Worst part?

    Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut.

    In this episode, you’ll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them.

    Listen now.

    Show highlights include:

    Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here
 (4:01) Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29) One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25) How you’re accidentally making your clients feel judged when you offer financial advice instead of supported (14:04) Why only doing “revenue-generating activities” is not only weird but foolish if you want to grow your business (14:38) The “Coddling Cocktail” of factors that will shatter your dreams and business right in front of your face (18:35)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.

    But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.

    This is something nearly every billionaire has had to figure out.

    The good news is that in today’s 300th episode special, I reveal how to be successful—straight from a billionaire’s perspective.

    Want to actually enter the top 1% instead of it being a far-fetched dream?

    Listen now.

    Show highlights include:

    How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20) The “Compounding Yourself” secret for becoming wealthier than investments could ever even dream of making you (7:41) Why the most successful financial advisors fail the most often (13:59) How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven’t gotten there yet) (19:02)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.

    But there has also never been more opportunity throughout all human history.

    And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly responsible for the success of my business and every financial advisor’s business I’ve helped along the way.

    Best part?

    You won’t hear any of this in your favorite guru, from finance school, or in any webinar you attend.

    Listen now.

    Show highlights include:

    This quick litmus test reveals with near crystal clear certainty whether your business will succeed or fail (5:07) The “D&D” game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43) The “Funeral List” mindset trick to finally stop caring what others think (and how this makes your business’s bottom line skyrocket) (9:54) How this 2 pains lesson from Jim Rohn helps you figure out whether you’re cut off for being a business owner or not (11:21) Why you don’t need to be “valuable” in order to become stinkin’, filthy rich as a financial advisor (13:59) How tactical thinking will slowly bankrupt your business (and the only proven way to guarantee long-term success) (18:59)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.

    Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible.

    But there’s a secret to reduce your prospective clients’ skepticism, earn their trust, and help them defy their own human nature.

    And in this episode, I reveal this secret so you can profit wildly from it.

    Listen now.

    Show highlights include:

    The simple, yet bulletproof method for reducing your prospects’ skepticism (and why this is even more important in the financial world than other industries) (4:29) Gary Halbert’s “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38) How to create an environment that reduces skepticism and speeds up the sales process (12:19) This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here’s how to “disarm” this glitch) (13:58)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • How would your business grow if you booked—and converted—as many appointments as you can possibly handle?

    Well, I have good news:

    In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors.

    Best part?

    It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away from using this technique in your own financial advising business.

    Listen now.

    Show highlights include:

    Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10) The deceptively simple technique I’ve used to book thousands of appointments for myself and other financial advisors (5:13) 5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23) How to double your conversions by simply adjusting your headline (13:20) The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11) How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Financial advisors aren’t typically the best marketers
 But could you be a horrible marketer?

    Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.

    Why?

    Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput.

    Listen now.

    Show highlights include:

    The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24) How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42) The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34) How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54) How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40) The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.

    How come?

    Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable.

    The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.

    In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books!

    Listen now.

    Show highlights include:

    Why studying your grandparents will grow your business more than reading another book on your favorite guru’s “Top 10 Business Books” list (4:44) How to inherit business skills from your parents (even if they’re no longer here) (9:14) The “Different Beliefs” secret to becoming more open-minded and successful (12:49) The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01) Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.

    Worst part?

    Most financial advisors don’t even realize money is seeping out of their business every day!

    But don’t worry - I got you covered.

    In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank.

    Listen now.

    Show highlights include:

    5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28) The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54) 2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18) The single biggest LinkedIn mistake too many financial advisors commit (10:55) How to get more referrals from your current clients without begging them (11:21) The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17) The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40) How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.

    Why?

    Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.

    On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.

    But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.

    In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.

    Listen now.

    Show highlights include:

    How to attract higher quality leads—at a fat 61% discount (2:00) Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50) The biggest mistake you’re making on your Thank You Pages that sabotage your sales (9:22) 3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02) The “Commitment & Consistency” law of psychology that turns new leads’ unconscious mind into your sales intern (12:26) Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.

    Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.

    Are you making any of these 10 specific marketing mistakes I reveal in this episode?

    There’s only one way to find out:

    Listen now.

    Show highlights include:

    How to become the go-to expert in your market (even if most advisors never reach this status) (2:34) 3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06) How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58) The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22) Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26) Why using jargon in your website copy scares your best clients to your competitor (14:12) How to simplify your messaging (without dumbing it down) (14:36)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

  • How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?

    Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?

    And if your business was healthier, do you think you could be a better parent and spouse?

    If so, I have good news:

    In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple.

    Listen now.

    Show highlights include:

    Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here
 (1:44) The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50) How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29) Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44) The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)

    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.

    Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT