Financial Advisor Marketing Podcast

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That's the bad news.  The good news? You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.  In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action. Listen now. Show highlights include: Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)  4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)  How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)  An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)  How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)  My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)  How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)  Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)  4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing  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. 

It shocks me how many financial advisors struggle with their own finances.  If you struggle with your own money, how do you expect any clients to trust you with their money? But that's the unfortunate reality for far too many advisors. That's why I recorded this episode.  I'm going to show you how to force yourself to make more money.  Listen now. Show highlights include: Why being psychologically congruent gives you an unfair leg up over almost every advisor you'll compete against (2:04)  The neglected "circulation" secret for almost magically filling your pipeline with highly qualified prospective clients (3:30)  How your friends and family might be keeping you broke (and what to do about it) (6:33)  A simple formula any financial advisor can follow to double or even triple their income (11:54)  How research and planning only delays your wealth (and may sacrifice it completely) (14:12)  How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12)  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. 

Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they're rooted in your prospective client's insecurities, and have absolutely nothing to do with you.  But there's another problem:  Your prospective clients also aren't about to open themselves up like you're their therapist and tell you about all of their biggest fears and insecurities.  That's the bad news.  The good news? There's a way to uncover this intel, incorporate it into your marketing, and dismantle their objections before they even put words to their emotions.  And that's what I show you how to do in this episode.  Listen now. Show highlights include: This is probably the #1 most effective marketing secret I've ever learned (and it's also the most looked over by other advisors) (0:33)  The single most dominant emotion prospective clients have before meeting with you (1:11)  Why financial advisors consistently get disappointed when they implement funnels recommended by Alex Hormozi, Russell Brunson, and Gary Vee (2:23)  The "inner world" mindset shift that instantly relieves you of taking objections personally (3:51)  How to make a prospective client tell you their biggest objections so you dismantle them before they ever come up in conversation (5:33)  Why engineers and physicians object to your financial services (6:05)  How to pre-handle objections in your marketing before ever even meeting a prospective client (7:15)  A real life demonstration of Pollard AI in action (think it could help you become a better marketer? find out at…) (10:55)  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 try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.  The problem? You're vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That's it. If your plan isn't that simple, you're wasting a bunch of your time for nada.  Here's the good news:  By simplifying your strategy with the one I recommend in today's show, you'll not only free up your time, but your results will "hockey stick" too.  Listen now if you want real results from LinkedIn.  Show highlights include: How to make LinkedIn one of your most successful marketing strategies you've ever run (6:30)  Why overcomplicating your LinkedIn marketing strategy is the #1 reason it'll fail (and the 5-word strategy that gets you almost more clients than you can handle) (7:35)  The "newsfeed" trick that's so obvious it's overlooked - and how it guarantees your DMs get seen (8:30)  Why having SalesNavigator send you LinkedIn prospects is a quick way to blow through your dough without landing a single appointment (9:22)  The weird way to "hire" LinkedIn as your personal (and free) marketing intern by getting a fewer number of responses (11:00)  Why treating LinkedIn like a numbers game is the single biggest mistake you can make on the platform (13:42) The "Digital Begging" mistake upwards of 90% of advisors using LinkedIn as a marketing strategy commit (19:06)  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 are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.  And you know what? Most of the information can actually harm your business.  That ends today.  In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed.  Listen now. Show highlights include: How to get 24/7 access to me without forking over my hefty consulting fees (2:00)  Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44)  How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42)  Here's an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04)  Why the Bible is the best "law of attraction" book on the planet (15:55)  2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42)   If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  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.

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.  But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM.  That's why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.  Listen now. Show highlights include: This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25)  The "Gloved CRM" approach that will save your entire team so much time that you might have to find a new hobby (6:38) The single most common CRM mistakes advisors make without even realizing it (14:43)  How the rarely discussed "pattern recognition" benefit of CRMs can boost your bottom line by up to 80% (15:49)  Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31)  A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03)  If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  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 need a marketing reality check:  They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don't line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it's too hard.  If you're not showing up consistently, day in and day out, then you aren't "marketing." You're making excuses while your competitors are getting ahead.  Today's show gives you your medicine. You may not like what you hear, but you'll thank me later for waking you up.  Listen now. Show highlights include: The one pattern I've noticed amongst unsuccessful financial advisors that holds them back (1:07)  The 2 only ways financial advisors can improve their marketing (2:59)  4 questions that will give you a marketing reality check you won't be able to ignore, but will boost every marketing activity you do (3:52)  This competitive advantage requires no skill or talent, and yet, most financial advisors never even consider it (13:24)  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. 

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.