Financial Advisor Marketing Podcast

Here’s a harsh truth that most financial advisors don’t realize until it’s far too late: It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches. But most advisors never think about “repellant marketing” until they’ve built a big business that tears them away from their family, spikes their cortisol levels to dangerous heights, and steals all of their precious time away from them.  Today’s show will help you realize this trap before it’s too late.  You’ll discover why the “meat cleaver” strategy is necessary if you want wealth and freedom. And I’ll share some of the most effective “meat cleavers” financial advisors can use to free up their time and grow their wealth.  Listen now. Show highlights include: The “meat cleaver” strategy that boosts your productivity, grows your bottom line, and eliminates endless business frustration… all at the same time (2:23)  How eliminating large swaths of potential customers is the fastest way to grow your business (5:47)  Most financial advisors don’t have the cajones (or frankly, the cash flow) to try this specific "meat cleaver accelerator”… But nothing is better at upgrading your list of clients’ net worth (10:45)  Why you must take back your power in your business today or you’ll forever live under someone else’s boot (15:45)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads? Do you think you’d be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business? Well, there’s only one way to find out: I get tactical in today’s show, and reveal a proven three-step formula for lead-generating content. If you can’t create better content that’s more effective at driving leads to set appointments with you after listening to today’s show, there’s a deeper threat to your business.  Listen now. Show highlights include: How financial advisors subconsciously sabotage their business’s success without realizing it (and the only way I’ve discovered to prevent this from happening to your business) (5:35)  The “3S” content creation formula that’s as simple as it is effective at filling your calendar with high-quality appointments (5:49)  How creating content around fictional characters can actually fill your calendar with more real leads than real characters and clients can (and it doesn’t violate any compliance laws) (6:47)  The persuasion trick to make your prospective clients see themselves in any story you tell - even completely made-up stories (8:19)  How to segue into a pitch for your financial services without coming across salesy or like an amateur marketer (11:39)  3 examples of how financial advisors can follow this proven three-step content creation formula and get high-quality leads by next week (12:21)  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. 

Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it’s painfully true. They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact: Making money is a skill, which, like other skills, can be honed and improved over time. It’s really no different from setting new PRs in the gym, learning a new tune on the guitar, or leveling up in a video game. The difference? In the latter, people give themselves time, focus, and freedom from their fear to grow their skillsets. But 99% of people throw these necessary ingredients out of the window when it comes to the skill of making money. After listening to today’s show, you’ll know what 99% of people don’t understand about making money, and how you can be in the 1% of people who do. Listen now. Show highlights include: Why being a former athlete gives you an unfair advantage at wealth accumulation (even if you were only an athlete in high school) (1:12) How to understand more about making money than 99% of people just by tuning in at (5:28) The weird way advisors routinely cut their income in half without realizing it (6:06) How striving to be the Michael Jordan of financial advice puts a hard ceiling on your wealth (even if this seems counterintuitive) (14:11) 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.

Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you’ve enslaved yourself for less money than a full-time job would pay you? If your business isn’t giving you the lifestyle you dreamed about as a kid, you’re doing something seriously wrong.  That’s the bad news.  The good news? In today’s show, I share the 5 things I do that allow me to only work 10 hours per week without sacrificing any revenue.  If you want to make more while working a fraction of what you work today, listen now. Show highlights include: How I went from being a loser who couldn’t land a single full-time job after 100s of interviews… to working only 10 hours per week and spending most of the workweek at the beach with sand between my toes (3:06)  2 areas of your health that will directly lead to more zeroes in your bank account when you optimize them (13:23)  How to strategically go about deleting hours from your workday without sacrificing ANY revenue from your business (16:57)  The unconventional “Sprinter Secret” for significantly reducing the hours you work each week in a hurry (19:10) The weird way multitasking makes your workday longer with nothing to show for it (19:41)  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. 

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake?  I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me.  But you know what? Since I suffered the humiliation of this mistake, you don’t have to. When you listen to this episode, you’ll hear the full story about this foolish mistake, including the exact marketing and persuasion laws I violated.  Best part? After listening to this episode, you might even be able to double what you currently charge to your clients. Listen now. Show highlights include: The weird way the chart of my progressing grip strength can teach your business about achieving slow, steady, and consistent growth (1:37) How I made more from one email campaign than most advisors can even dream about making in an entire year (5:32)  Please learn from this foolish advertising mistake I recently made with a campaign so you don’t repeat it. Listen to (10:16)  How “over-persuading” can cause an almost closed client to ditch you for your biggest competitor (12:03)  The “state it and shut up” secret for turning your exorbitant prices into a reason prospective clients want to hire you (13:53)  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. 

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.  I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).   So, here’s the harsh truth: You’re playing too small.  If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if.  Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business.  Listen now. Show highlights include: The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10) What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)   The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35)  The single most important piece of advice that I wish I received when I was younger (10:05)  How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17)  Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47)  The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19)  Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)   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. 

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.  But wait - there’s more! Not only is AI planting the seeds to your business’s destruction…  but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this.  That said, there is a sliver of good news in the AI craze:  Simply not using it will make you stand head and shoulders above the rest of the industry.  If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now. Show highlights include: The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44)  How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55)  How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48)  3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52)  This MIT study alone will scare you away from ever using AI for marketing again (8:59)  Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25)  Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33)  A real life LinkedIn example of why human marketing will always beat AI marketing (14:15)  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. 

I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).  And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.  So, my misfortune is your gain… In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized.  Listen now.  Show highlights include: How to get more clients by offering them less than your competitors (1:39)  2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44) The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50)  The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)  Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28)  3 more “obvious” yet overlooked ways to avoid becoming a commodity (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.

There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.  Here’s why:  After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 signs.  If you have even one of these 15 signs, you have to change it like your business depends on it. Because it does.  You might not like what you hear in this episode… but if you heed my advice, you might be able to succeed.  Only one way to know: Listen now.  Show highlights include: The single most defeating mindset too many financial advisors have (2:30)  How I can tell with near 100% certainty whether or not a financial advisor will succeed based on one word (3:47)  Here’s the cold, hard truth you don’t want to hear about why your marketing falls on deaf ears (5:57)  The “Reading Test” to use in all of your ads that naturally repels horrible clients (and makes your dream clients drool about working with you) (9:11)  Why worrying about the compliance department puts the nail in your financial advice business's coffin (18:00)  The fastest way financial advisors end up broke and embarrassed (and why this is far more common than you might think) (20:16)  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.   

Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.  Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't. I had a few shocking discoveries… some that flew in the face of conventional wisdom and so-called “best practices”… and even noticed a couple boneheaded mistakes I was making.  In this episode, I share 5 of my biggest takeaways after analyzing 2,670 emails I sent.  If your emails aren’t converting like you want, today’s show is your solution.  Listen now.  Show highlights include: The “double-edged sword” email that has consistently been some of my highest converting emails (and why I personally don’t like this) (2:56)  How to get higher open rates by breaking every rule Google and ChatGPT tell you about subject lines (4:45)  The weird reason that increasing your unsubscribe rate is one of the most successful outcomes you can have (6:51)  A boneheaded mistake I made for far too long in my emails (10:57)  Why cramming value into your emails mutilates your conversion rate (14:18)  4 emotional ingredients your emails need if you want them to be opened, read, and purchased from (16:02)  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

Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.  And so, they do the same old things expecting better results, then burn out in the process.  Here’s the good news: If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau.  You might not like everything you hear. But if you implement it? Your life will look very different a year from now.  Listen now.  Show highlights include: 3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17)  Why nothing stifles your business’s growth more than being busy (5:10)  Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45)  These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18)  The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01)  The “task batching” productivity hack that frees up an extra week each and every month (13:06)  Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51)  How to grow your business by growing yourself (22:27)  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.

As much as 99% of your marketing problems can be summed up in one sentence:  You’re taking the easy route and doing the bare minimum.  You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance.  Worst part? I see more advisors falling into this irrelevance trap every time I log into LinkedIn.  And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice.  Listen now.  Show highlights include: The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15)  If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58)  4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17)  The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31)  The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55)  Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34) 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. 

One of the most common questions I get from financial advisors is, “How can I be more productive?”  The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).  But here’s the problem:  Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it.  But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode.  Listening today could add an extra 0 to your bank account down the road…  Listen now.  Show highlights include: This productivity hack that gurus won’t tell you has nothing to do with time (1:13)  A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)  The overlooked “ultradian rhythms” secret to extreme productivity (2:51)  Why working more than 2 hours in a single burst makes your productivity suffer (3:11)  3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)  This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51)  How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)   The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26)  How to change your very identity to align better with your goals (14:39)  Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.  Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.  And 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.

Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients. But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success. This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again. Listen now! Show highlights include: The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31) How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33) Delicious lesson waffles can teach you about financial services. (4:25) Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47) How to make price resistance vanish into thin air and turn skeptics into clients. (8:22) “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19) Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)  

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It’s not luck, connections, or even intelligence.  It’s something far more fundamental than that.  In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life.  Best part? Once you know about these 2 fundamentals, you can improve at them like any other skill.  That’s what we’re covering in today’s show.  Listen now.  Show highlights include: Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55)  The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32)  3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45)  How to double your fees overnight without sacrificing a single client (8:20)  The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09)  The weird way higher fees can build more trust than resistance (12:55)  2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01)  Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.  Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.  And 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.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.  Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do.  But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business.  They’re far more fundamental. And thus, less sexy.  But here’s what I can promise you:  If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner.  They’re that effective, but only if you actually do the work and implement them.  Listen now.  Show highlights include: 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49)  Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12)  The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30)  Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59) Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43)  Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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.   

Most financial advisors are in for a rude awakening that’s coming sooner rather than later.  The golden age of advisor marketing is ending.  Once it ends?  Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.  I don’t say this to scare you but to prepare you:  Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good.  It’s your choice:  Listen now.  Show highlights include: 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)   The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50)  Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24)  4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16)  The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07)  Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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.

Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.  The only goal of marketing is far simpler than that: It’s getting clients.  If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their business.  That’s what we cover in today’s episode. You’ll discover the 23 marketing mistakes I see advisors repeating over and over again, so you don’t make them again.  Listen now.  Show highlights include: The cord, hard truth about why objectively inferior financial advisors make more money than you (0:50)  How selling financial plans, instead of what I reveal at the timestamp, to your clients can make them jump ship for a competitor (1:40)  The insidious trap of content marketing that most advisors don’t figure out until it’s too late (2:05)  How to serve your clients in such a way that clients refer new clients to you for things you don’t even sell (4:29)  Why financial advisors don’t compete with other advisors (and the true enemy you compete against) (5:44)  How having this one phrase on your website or services page will make ideal clients flee in terror (even if it’s littered across the vast majority of advisor websites) (6:51)  The trick for getting an unfair competitive edge over advisors with better offers and prices (7:55)  Why professional headshots, alphabet soup designations, and a pretty website don’t convey trust like you think (and the real way to build trust) (19:10)  The ONLY 2 ways to improve your marketing (everything else, besides what I say at the timestamp, is distracting fluff) (20:32)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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. 

New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.  In contrast, using the correct strategy can cause your business to grow faster, with fewer headaches and problem clients, so you reach even your most outlandish goals in half the time it takes a more skilled financial advisor.  And who doesn’t want to grow their business faster with fewer frustrations? In today’s show, I’m sharing the 25 things I’d do if I were a new financial advisor with no email list, no referrals, and no warm market.    Best part? Each thing in the list is based on what actually works in the real world.  Listen now if you’re a new financial advisor that wants to cut your marketing learning curve in half.  Show highlights include: Why educating your audience is the worst way to win their business (3:33)  How letting your market write all your marketing copy is the most foolproof plan to fill up your client roster in a hurry (5:44)  The specificity secret to designing marketing assets to fill your email list (while also increases your chances of converting a lead into a client) (6:32)  How to build a simple email sequence that makes your ideal clients eager to not only book a call with you, but hire you afterwards (7:20)  The #1 biggest revenue-crushing mistake financial advisors make with their website (9:55)  Why studying copywriting and marketing more than finance is the single best “investment” you can make in your business’s long-term growth (11:31) One almost-too-obvious tweak to make to your LinkedIn page that can fill your calendar to the brim with qualified leads (14:36)  How a simple, 5-minute video can be your marketing intern that generates high-quality appointments without costing you time or money (17:00)  The ONLY social media platform I recommend new advisors focus on (20:21)  If you’re a new financial advisor, I created something special for you to get your business up and running and scaling to the tune of your dreams. It’s called Your First Year As A Financial Advisor, and you can get it here: https://www.theadvisorcoach.com/your-first-year.html  And 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. 

Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how much it sabotages their business. For example: One of my recent Facebook Ad campaigns went from costing $9.38 per lead to only 93 cents per lead. But when I tell you how I did it, if you’re like most financial advisors, you’ll instantly write it off saying it’s too hard or too much work.  Worst part? It’s not nearly as expensive as bad advertising, marketing, or business building!  In today’s show, you’ll discover how I’m generating thousands of leads for mere pennies on the dollar - and how to approach business in a new way that lets you generate thousands of lead for dirt cheap too.  Listen now. Show highlights include: How I’ve generated 3,386 Facebook leads while pummeling the average cost per lead from $9.38 to an absurd 93 cents (0:33)  The #1 biggest mistake financial advisors make with their online ads that prevents them from absurd success (5:14)  The 20-20-20 rule that can reduce your cost per lead by up to 90.85% (6:15)  The insidious “Artist Trap” financial advisors fall into that sabotages their will to market (10:09)   One potential reason Facebook ads have never worked for you (12:46)  The only 3 things you need to do to become a superior business person and squash any pesky competitors (14:11)  The "Market Selection” secret that makes your services instantly more desirable to your ideal clients (15:07)  Try this simple video trick in your next ad to jack up your engagement to an uncomfortable level (19:47)  the discovery meeting playbook, proven scripts for financial advisors to convert prospects into clients. You can actually download that for yourself over at https://theadvisorcoach.com/discovery  And 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.