Financial Advisor Marketing Podcast

It’s your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often.  But most advisors don’t think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That’s the bad news.  The good news?  You only have to make a couple simple tweaks to your mindset to suck the sleaze out of your sales call, eliminate sales call anxiety, and most importantly, make more sales.  In this episode, you’ll discover why selling is the most moral thing you can do and how to sell without being sleazy, so you can offer your gift to more people. Listen now.  Show highlights include: Do you get nervous before sales calls? This short Bible verse will wipe away your nerves (and help you close the sale) (1:51)  How asking questions disarms potential clients’ aversion to sales and makes them share their deepest, darkest secrets with you (4:39)  The simple “use your gifts” mindset tweak which eliminates your sales anxiety in an instant (6:13) The “One Vessel” secret for your finances that prepares you and your clients for both success and failure (8:21)  The single best way to suck the sleaze out of sales calls and skyrocket your chances of closing new clients (11:13)  Why being afraid of rejection on sales calls shows you’re deeply selfish (and how being selfless obliterates your fears) (14:22)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn’t bad… but is it the best?  No, it’s not the best because in order to write the best copy, you need to deeply understand your market. That’s why, for example, headlines that break all the copywriting rules tend to do the best.  This lesson doesn’t just apply to copywriting either. It applies to every piece of content and marketing you put out. And you know what?  Financial advisors, perhaps more than any other industry, are uniquely skilled to tap into this next level of copywriting.  Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors.  Show highlights include: How to write stronger, more captivating, and more revenue-boosting headlines by simply asking questions (3:51)  The “just ship it” secret for pumping out the most revenue out of your hectic day (4:39)  Why making people feel noticed unlocks the true power of copywriting magic (and why financial advisors are especially equipped for this, even if you’re not a good copywriter) (6:08)  The “FDD” method for making your financial advising clients feel like you’re the only advisor who actually “gets” them (9:57)  One of the most powerful forms of proof you can put in your marketing (and why it’ll never get you hassled by compliance) (14:19)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful:  Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services.  And you know what?  There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99).  In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line.  Listen now. Show highlights include: How to get a churn rate of only 0.4% for your financial services (2:55) Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27) The “ROI Spell Out” secret for making your clients know instantly that hiring you will grow their wealth (even if they’ve worked with subpar financial advisors in the past) (9:46)  How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38)  Why the best way to increase your bottom line, reduce your churn rate, and grow your clients’ wealth is by telling them no more often (16:29)  The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47)  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads.  And I get it: Outsourcing your lead generation to a third-party company is appealing.  But there’s a big, fat problem with buying leads: It’s like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels.  That’s the bad news.  The good news? In today’s show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients.  Listen now. Show highlights include: Why buying leads is like stuffing your savings account for a 1% return (1:28)  How to get highly qualified leads for as little $7.50 per lead (3:06)  The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29)  Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08)  How to land 10-40 new appointments by only investing $1,000 in this “forgotten” marketing channel (15:57)  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return.  The difference between the two?  Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I’ve never peeled back the curtain and reveal how I pick the best freelancers each time.  That ends today. In this episode, you'll discover my exact step-by-step process for hiring rockstar freelancers each and every time I need one.  Listen now. Show highlights include: How hiring a freelancer “flips” the usual hiring process and helps you land a talented team member quicker (2:10)  The absolute worst site, in my experience, to look for and hire freelancers (and which one to pick instead) (4:37) How to hire a rockstar freelancer each and every time you need one (7:05)  Why hiring a more expensive freelancer will actually save you more money than hiring the cheapest freelancer (7:40)  How turning the freelancer process completely upside down magnetizes the best freelancers to you (and how to do this) (9:28)  Worried about handing over your passwords to freelancers? Here’s how to completely minimize your risk when you do… (12:17)  The overlooked way to get a 50% return on your investment (16:52)  The single biggest mistake financial advisors make when hiring freelancers—and the dirt, simple way to avoid this mistake (20:40)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Mark Hansen, today’s podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.  But he’s been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years.  Why? Well, that’s what Mark and I chat about today. You’ll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you’ve been a financial advisor.  Listen now. Show highlights include: How to know if you’re in the right career or not (and what to do if you realize you’re in the wrong career) (3:23)  The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52)  3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15)  The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it’d help you land new clients) (18:55)  The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25)  The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30)  One book that has nothing to do with financial advising that will make a direct impact to your business’s bottom line (31:31)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right:  Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation.  How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business?  Well, in today’s show, I read the entire sales letter to you (don’t worry, it's short), then reveal the 10 most important lessons that resulted in a 100% response rate.  Listen now. Show highlights include: How this sales letter from 1925 got a 100% success rate and each customer paid $17,000 adjusted for today’s inflation (1:12)  Bruce Barton’s “emotions and aspirations” secret which empowered him to write a sales letter that had a 100% conversion rate (1:58)  Why ethically amplifying people’s insecurities can cause a surge of new clients from every marketing channel you try (11:25)  The weird way using your clients’ death as a motivator is the single most persuasive way to convince them of anything (and how to make sure you avoid doing this in a sleazy way) (11:31)  Why the wealthiest people are often the most insecure (and how to use this fact to persuade them to do your bidding) (12:18)  The “DEE” method for writing captivating stories that makes your ideal prospects ready to fork over their hard-earned money to you (15:11)  Struggling to get social proof for your financial advising business? Here’s how to turn yourself into the ultimate form of social proof (18:11)  Need help launching and growing your podcast and getting interviewed on other people’s podcasts? Head to https://LGassociates.mn.co  Want to join Mark’s membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today’s show. Check out his show at https://notyouraveragefinancialpodcast.com  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We’re officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before.  But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today’s guest, Mark Willis, knows how to do this. Besides building a thriving 700+ member community, he also serves over 1,000 clients in his financial advising business.  In today’s show, Mark shares his best-kept secrets with you, so you can double your wealth, impact, and legacy by this time next year.  Listen now. Show highlights include: The “SCORE” secret for growing your financial business faster by borrowing wisdom from retired executives (5:33)  How to leverage what Mark refers to as “the best form of marketing he can possibly imagine” (7:24)  How you can bypass both space and time with this coveted marketing medium and only meet with prospects who are already pre-sold on working with you (9:18)  The “SAM” method for creating addictive content that primes your audience to only want to work with you (11:42)  Why this “MSS” framework helps you create content for prospects at every stage of the buyer’s journey (without boring any one person) (14:31)  The ultimate cheat code for generating content, being a thought leader, building a following, strengthening your client relationships, and building the best SEO in the universe (15:53)  How to give someone the chance to hang out with you for 50 hours before they ever meet you (and how this fast tracks your business’s growth) (20:36)  The “Halo Effect” that gives you celebrity-like influence in your niche (23:23)  How to become a better and wealthier financial advisor by hanging out in your garage (40:16)  Need help launching and growing your podcast and getting interviewed on other people’s podcasts? Head to https://LGassociates.mn.co  Want to join Mark’s membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today’s show. Check out his show at https://notyouraveragefinancialpodcast.com  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you’re creating content, but aren’t treating your content like any other asset… I guarantee you’re working too hard for not enough money.  Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it.  That’s why I invited Jonathan Rivera, founder of The Podcast Factory, onto today’s show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come.  In today’s show, you’ll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more.  Listen now. Show highlights include: The “Servant First” mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04)  How a podcast can turn you into the “Joe Rogan” of your industry and unlock an avalanche of impact with your target market (4:50)  The best type of content marketing to pre-sell your target audience so they’re ready to hire you before they schedule a call (7:23)  How to turn your driest, most boring content into cold, hard cash (11:04)  The “K-Cup” secret for podcasting that boosts your search results and turns listeners into clients (14:12)  The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09)  The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52)  Why taking big, scary risks in your content—even if they’re gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13)  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s no shortage of marketing “experts” who are confident they know what they’re talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I’m tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you’ve swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the “more traffic equals more clients” marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a “scale fail,” but you don’t have to abandon it completely. Here’s how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can’t “build it and they will come.” And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Inner Circle members often ask me whether or not financial advisors can have multiple niches.  The answer? Not only can you have multiple niches, but it’s easier (and more profitable) than you probably think.  And you know what? Since someone booked a $2,500, 30-minute consultation with me this week  about this topic, I’ll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you’ll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less).  Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37)  The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16)  Why ugly as sin landing pages actually convert higher than pretty ones (5:51)  The “Pepperoni Pizza” rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37)  The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11)  Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08)  How to personalize your emails in a way that makes your competitors completely irrelevant (13:47)  The “multi-niche” formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39)  Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working.  Well, not only is this possible, but it’s the only proven route to growing both your business and your freedom.  Of course, you can’t literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it.  Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on “easy mode.”  In this episode, you’ll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it’s easier than you probably think.  Listen now. Show highlights include: How to ethically build a team of “marketing interns” you never have to pay, micromanage, or even replace (1:06)  The 5 “Treasure Trove” marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36)  How to build relationships at scale with a personal touch and add an extra zero to your business’s bottom line (2:05)  The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15)  The “Marketing Rental Property” secret that spits cash into your pockets without you even lifting a finger (6:54)  How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10)  The “GAR” content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19)   Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively.  There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance.  That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’ll also discover how to minimize the impact distractions have on your productivity.  Want to grow your business by becoming more productive?  Listen now. Show highlights include: The “Capture Everything” secret for staying productive even when life happens and your workload constantly changes (3:31)  How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02)  The “CPE” method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41)  Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55)  How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55)  How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30)  Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55)  How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm

Most people, including most financial advisors, are weak.  They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country.  That’s the bad news.  The good news?  Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong.  The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help.  In this episode, you’ll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America.  Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46)  The “Vital Few” mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25)  Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24)  Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54)  How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.  Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing.  Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business).  In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it.   Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35)    How the “Infinite Banking” concept gives you more access to cash (even if most financial advisors write it off) (3:50)  Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34)  The “Rhythms” secret for growing your business (without sacrificing time with your family) (11:28)  The one overlooked “skill” many financial advisors lack that means more to your clients than a wall full of certifications (12:44)  The simple “STILL Method” for mastering marketing, finances, and even physical fitness (17:01)  How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29)  3 key steps to consider when rebranding your business so you don’t make time-devouring mistakes (41:30)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.    Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

70% of financial advisors who clear over 7-figures per year have something in common:  They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk.  So, why don’t more financial advisors niche down?  Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a “niche” that only includes 10 people.  But don’t worry. Niching is easier than you think, especially after you listen to this episode.  In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year.  Listen now. Show highlights include: How to “flip” a prospective client’s objection that money isn’t important to earn a client for life (2:55)  Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13)  How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn’t work) (5:14)  Want to triple or quadruple your annual income this year? Here’s the simple, yet effective way to do this (5:39)  The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27)  Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43)  The “Layering” technique for picking a niche where almost no competition exists (and where you can play the marketing game on “easy mode”) (10:52)  The “Obvious” approach to picking a niche that’s profitable, fun, and unlocks a surge of eager clients (15:02)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son.  But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it’s probably because they aren’t making enough money–or because they haven’t created a marketing plan that aligns with their unique personality, business and lifestyle goals.  In this episode, you’ll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too.  Listen now. Show highlights include: The insidious “Altar of Convenience” trap financial advisors fall into which makes their family split at the seams (0:43)  How to build a business that doesn’t rely on sacrificing time with your children (without worrying about going bankrupt) (1:18)  The “Nike Approach” to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38)  The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39)  Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11)  How to spellbind your ideal clients and “ethically force” them to become your client by simply thinking strategically (14:47)  Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28)  The 3 questions you must answer so your business doesn’t morph into a time-devouring, family-ruining monster (17:26)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week.  But this is the worst way to set up your email strategy.  Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services.  But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients.  In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send.  Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32)  The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20)  How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49)  The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00)  How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08)  Why making your clients pay more for your services actually “forces’: them to get better results (15:49)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  

Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest Anna Kareis.  But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she’s also a skilled marketer with valuable (and actionable) lessons.  In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective.  Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don’t (5:53)  How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55)  The “end of relationship” trick for landing more female clients (9:55)  How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52)  Why hope is the most powerful tool you wield as a financial advisor (22:31)  Why relying on lead generation services is a surefire way to go belly up (24:05)  How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out.  Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow.  But here’s the problem…  Creating contagious content that drives appointments and sales is hard. That’s why I invited Ermos Erotocritou, one of the world’s best financial advisors at creating content for today’s episode.  In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business.  Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45)  Why creating even the best content falls on deaf ears when you don’t ask yourself these 2 questions before creating it (6:28)  The “facts tell, stories sell” trick that turns your content into an unpaid sales intern for your financial advising business (7:20)  The “trust before transaction” secret for booking more calls and landing more clients (without talking about finances at all) (13:30)  Why it’s almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09)  The “House Edge Voicemail Method” inspired by casinos that boosts your results from cold calling (18:32)  Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37)  How switching from an “ROI mindset” to a “COI mindset” unlocks a surge of new, hungry, and qualified clients (24:52)  If you want a free copy of Ermos’s book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html