Afleveringen
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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
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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
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Zijn er afleveringen die ontbreken?
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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
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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
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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
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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
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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
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Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show.
Worst part?
There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t get the results they promised.
And you know what?
There are easier, more effective, and more profitable marketing strategies for financial advisors.
In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable.
Listen now.
Show highlights include:
Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27) The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40) How to make direct mail work for your business (even if you’re not a world-class copywriter and don’t have your offer completely dialed in) (12:17) The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02) Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31) How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24)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
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I’m giving you a gift today:
I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.
Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to you instead of causing headaches.
Best part?
Since only a small pool of marketers know this, you’ll instantly become leagues ahead of every financial advisor you consider a competitor.
Listen now.
Show highlights include:
The “Psychological Ventriloquism” secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09) How to “hire” your prospect’s brain and make their brains convince them that they need you as their financial advisor (3:59) The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22) How changing the way you ask questions can be the difference between landing three clients this month or none (8:42) 2 ways to use social media to “pre-sell” prospects on you being the perfect advisor for them (10:56) How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01) 2 big mistakes when using “Psychological Ventriloquism” that can make your ideal clients flee to your competitors (18:23)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
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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…
When I did, I found out the hard truth:
Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs.
This might not be your favorite thing to hear. But it’s true.
But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t.
Listen now.
Show highlights include:
How labeling yourself can conspire forces against you (instead of helping you) (1:33) Why do so many financial advisors think they have imposter syndrome? Here’s the hard truth… (3:28) 2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you’re faking (3:48) Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40) Mark Twain’s secret for eliminating your worries (12:48) An instant solution if you always think you’re going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)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
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If you’re struggling to build trust with prospects and clients, then I have some harsh news for you:
Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others.
The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract.
Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you.
In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective.
Listen now.
Show highlights include:
How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38) The truth about why marketing and sales books don’t work for financial advisors (1:16) How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26) Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51) The almost too obvious way to build genuine trust with your target audience (12:04) This book is the single best wealth creation machine for financial advisors that I’ve ever come across (15:10)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
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I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals.
Why?
Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if you don’t do something about it soon, it will devour your freedom—both financial and personal.
But you know what?
Like with any addiction, awareness is the first step. And after listening to today’s show, you won’t be able to use that excuse anymore.
Ready to learn the cold, hard truth about why you’re not accomplishing your goals?
Listen now.
Show highlights include:
This audiobook reveals exactly why you make bad decisions (and prevents you from making bad decisions in the future) (0:40) The nastiest addiction financial advisors have that threatens their business, influence, and bank account (4:23) Why constantly achieving your goals can actually prevent you from the destination you’re striving for (5:12) How enjoying “the grind” makes it all but impossible to stop grinding (unless you want your business to suffocate) (6:43) Are you making this mistake when running online ads? Most financial advisors do… Here’s how to tell if you are (14:49) 4 reasons why financial advisors fear success (16:50)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
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Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes.
Because here’s the thing…
While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you’ve been in the business or how many clients you currently have.
Best part?
While these mistakes can bubble underneath the surface, they’re also easy to fix.
In today’s show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.
Not only does this alleviate your worries, but it can also grow your business.
Listen now.
Show highlights include:
How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06) Why seasoned financial advisors feel the “sting” of this marketing mistake more than brand new ones (3:13) The “new client” trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01) How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08) Why outsourcing your website or email copy can make your dream clients run away from you (12:29) How to “borrow” credibility, trust, and even clients from other professionals (13:49)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
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When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up.
For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard and generate no returns.
In fact, after having thousands of discussions with new financial advisors, I’ve found that there are 7 specific mistakes new advisors make that sabotage their marketing results.
In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them.
If you’re a new advisor, you can’t afford to skip this episode. But even if you’re a seasoned advisor, there’s still a chance you’re making one of these 7 mistakes.
Listen now.
Show highlights include:
Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53) How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53) Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46) How your friends and family limit your growth potential (even if they don’t intend to) (10:22) Failing to understand THIS makes it nearly impossible for you to succeed (11:15) Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27) The “Stretch You” secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31) The insidious “Do More” trap new financial advisors fall into that keeps them broke and unstuck (17:10)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing.
Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line.
But most financial advisors aren’t even aware of these five elements.
In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want.
Listen now.
Show highlights include:
Why studying landing pages and websites from the best marketers can actually make yours worse (1:44) How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25) The “Try Enough” marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08) The insidious “Three Feet From Gold” trap financial advisors’ marketing campaigns fall into that devours your ROI (4:47) Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05) 3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51) The exact amount of time you should let your winning ads run for (12:30) How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00) Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90-minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created.
How did I do it?
Well, I did the exact opposite of what most financial advisors do when building their own lead magnets.
For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclusive. And I even charge for it instead of giving it away for free.
In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business.
Listen now.
Show highlights include:
How paying more for your leads (instead of less) generates more revenue for your business (0:49) Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48) The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14) How making yourself less available makes you more attractive to your best prospective clients (4:30) Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20) The $1 secret for turning your current lead magnets into actual client-getting machines (8:51) How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15) Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20) The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.
False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive.
But nothing will sink your business faster than being busy all day.
Busy is not productive. And productivity is not busy.
They are completely opposed to each other in every single way.
That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life.
You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you.
Listen now.
Show highlights include:
Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05) How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58) The “Time Boxing” method for accomplishing double the work in half of the time you’d normally take (5:59) Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22) 2 types of breaks that skyrocket your productivity levels throughout the day (10:06) The weird “Sparkling Trash Can” secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.
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While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale…
There’s a big, fat problem with niche marketing:
It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling.
In fact, it’s the exact opposite: Choosing a niche, then earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries.
That’s why, in this episode, I’m revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years).
Listen now.
Show highlights include:
How to actually build trust with potential clients (even if the financial advice industry is one of the least trusted professional industries) (0:31) Why typical sales and marketing books don’t work for financial advisors (even though they work in other industries) (1:42) Where the “riches are in the niches” advice marketing zealots pump into you falls flat and can even hurt your business (3:03) How to become the trusted figure in your niche—and why it will takes years, not months or weeks (3:21) Why appearing as a generalist instead of being a specialist is a better strategy for growing your business (even though it’s harder) (5:38) How to build an entire financial advice business around the “Generalist-Specialist” method that gets you clients today and years down the road (6:34) The slower, more methodical, and more effective “Behind-the-scenes” secret for building a wildly profitable niche (9:15)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.
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There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:
A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years.
So, how do you market to this wave of future retirees to win their trust and their business?
In today’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor.
Listen now.
Show highlights include:
Why it is the greatest time in American history to help people transition into retirement (0:52) 5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08) Can you market to retirees on LinkedIn? Here’s my contrarian strategy to try… (4:46) How to “layer” retirees into sub niches that makes them think of you as their dream advisor (6:38) Why online ads are the single best way to reach retirees (even if they don’t use social media as much as younger folks) (7:46) The best (and worst) words to use for people over the age of 65 (9:06) The “Selling Against Type” sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
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The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds.
And there are three key things that will rule the future of financial advice.
Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years.
So, what are the three things that will rule the future of financial advice?
In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes.
Listen now.
Show highlights include:
The almost-too-simple “human centered advice” secret for thriving as a financial advisor in the next couple of years (1:25) Why an uptight and super professional “About Me” page on your website scares wealthy clients away (3:05) How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30) Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07) How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48)Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
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