Financial Advisor Marketing Podcast

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

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

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

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

I've noticed a trend among financial advisors:  Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses.  The other 99% shy away from harsh truths and try to ignore them. But here's the thing…  You can't ignore these harsh truths. If you're making one of these mistakes, it's only a matter of time before your business crashes and burns. Or worse, it's locked in a purgatory state of mediocrity where your goals are forever out of reach.  Think you can stomach the harsh truths that only the top 1% of financial advisors can? There's only one way to find out -  Listen now. Show highlights include: The harsh truth that no financial advisor wants to hear (but must hear because it can save your business) (1:32)  This social media mistake can make you depressed, force your business into bankruptcy, and gaslight you into thinking you're being productive (2:42)  The single most criminally underrated business “skill” only the top 1% of financial advisors have (and how the 901 secret helps you build it) (4:05)  Listen to this if you let your anxiety run your business before it sabotages everything you worked so hard to build (6:59)  Why hobbies with quantifiable metrics can actually make you a more effective marketer for your financial advice business (15:22)  How leveraging your achievements in marketing, especially ones that aren't related to financial success, attract your ideal clients while repelling the headache clients (18:45)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.  But you know what? He lost more than 50% of his business! Today, he has fewer than 600 members.  Why? Well, he made two business-sinking mistakes that I also see financial advisors making in their own businesses too.  In today's episode, I share this cautionary tale with you, reveal the two massive mistakes he made that resulted in losing more than 50% of his business, and explain how you can avoid these mistakes in your financial advice business.  Listen now. Show highlights include: 2 big mistakes you must avoid in business if you want to attract and retain clients (0:33)  The tragic story about how a marketing legend lost 50% of his business in a year (and how to avoid the same fate with your business) (1:53)  Why even the best marketing assets won't mean diddly if your financial advice business lacks this… (6:28)  A few ways to deliver ongoing value to your clients that prevents them from leaving you for a competitor (7:56)  The weird way charging more for your services helps your clients even more than it helps your bank account (9:37)  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. 

The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.  All clients aren't created equally.  But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar? That's exactly what you'll figure out after listening to this episode.  Listen now. Show highlights include: The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15)  How to name your products in a way that sells them for you (2:20)  Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29)  How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25)  2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15)  These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50)  4 reasons to filter your potential clients with the “T Method" (17:42)  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 some prospective clients who, no matter how much they trust or value you, will never work with you.  And it's not because of you, it's because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.  But there is a solution to this problem:  Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you'll transform most of them into clients too.  In today's show, you'll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I'll show you how to conquer each one in your marketing.  Listen now. Show highlights include: The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40)  How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16)  The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29) Adding these few lines to your next email might just flood you with new appointments (10:13)  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.   

In June of 2023, I tried an “oddball” email idea and I didn't know whether it'd work or not. Well, that email became one of the most engaging and profitable emails I've ever sent.  Since then, I've rehashed this idea 11 more times. And each and every time, it works like gangbusters.  But… it's not a beginner-friendly strategy. And I don't have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose.  But I have studied these emails in depth and can get you started on sending this advanced email—if, and only if, your marketing and copywriting chops are up to snuff.  Think you're advanced enough as a marketer to give them a shot? Listen now. Show highlights include: Why financial advisors who try to mimic my “stream of consciousness” emails fall flat on their face (5:29)  The “Fall Back Task” secret for turning a day that completely flew off the rails into a success (6:25)  How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19)  Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52)  5 reasons my 12 “stream of consciousness” emails have been some of my most profitable emails of all time (14:11)  How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life.  But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world.  I'm changing that today by interviewing one of the world's best mindset coaches for financial advisors, Nina Cooke.  If you've been stuck at the same point in life no matter what you try, then there's probably something wonky in your internal software that's keeping you from reaching your pinnacle of success.  And in today's show, Nina explains how your internal feelings manifest in the real world in practical terms. And she gives you a way to upgrade your mental software, so you reach your goals almost automatically.  Listen now. Show highlights include: How your mindset can make the difference between a wildly successful ad campaign or one that results in no tangible results (5:31)  Earl Nightingale's “2 Hardships” secret that helps you trick your brain into enjoying all the boring aspects of your career that bring you closer to your goals (7:02)  Why our instant gratification society will slowly crush your financial advice business (and how rewire your brain for long-term success) (12:08)  The only 2 things you need to master any skill (and why most people fail to do it) (13:32)  Why you're reading books the wrong way (and how to approach it like a student, so you “download” the lesson into your mental software) (14:14)  How to conquer the single most defeating mindset glitch most advisors have (18:28)  Why your inner self-image will either “force” you into unbelievable success or ordinary mediocrity (19:33)  How to test how emotionally attached you are to your goals (and why this makes the difference between reaching it or not) (22:22)   Try this “33x33x33 Exercise” if you're serious about changing the trajectory of your business and life (24:56)  The almost too simple 3-step process to reach all of your goals (29:16)  Nina put together a special resource for advisors who do not know why they cannot make more money and have more success. If you want to identify exactly which limiting beliefs you have that are blocking you from becoming wealthier and more successful, check it out here: https://resources.ninacooke.co.uk/scorecard-fa  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. 

Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I've noticed that there's a certain type of financial advisor, based on personality typing, that's particularly vulnerable to being manipulated.  Why?  Well, it's almost as if their personality type works against them. And good marketers know the deep and dark psychological secrets that can make this type act—even if it won't move them towards their goals! If you've been a victim of a marketing guru's manipulative tactics, don't worry. This episode explains how it happens, why it happens to you, and how to avoid being duped by a clever marketing guru again. Listen now. Show highlights include: A dark psychological truth you won't hear anywhere else that can prevent you from getting robbed blind by a marketing guru (3:55)  Why what you do is never as important as why you do it (this is not just true in marketing and business, but it all aspects of your life) (5:02)  4 questions you must answer to train your brain to think more strategically instead of tactically (7:38) How searching for the “right way” to do your marketing leads to an early grave for your financial advising business (13:19)  These 8 words make the difference between between staying stuck in a cycle of short-term wins and building something sustainable and meaningful long-term (14:30)  Here are the most common “benefits” manipulative marketing gurus use to ransack your marketing budget (14:58)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

I'm constantly asked by financial advisors about how much I think they should pay per lead. It's a pet peeve of mine. And my answer is always the same:  It depends.  It depends on how profitable you are, how much you charge per client, how much you're willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business.  But that doesn't explain why this question is a pet peeve…  The real problem with this question is that it reveals a deeper problem: The wrong approach to marketing your financial advice business.  I explain why it's the wrong approach and reveal a more effective and profitable approach in today's show.  Listen now. Show highlights include: Why wondering how much you should pay per lead is the wrong approach that leads to an unstable business (and what to focus on instead) (2:19)  How worrying about the average marketing metrics of other financial advisors “neuters” your marketing (3:48)  The weird way the lowest cost per lead can bankrupt your business faster (4:53)  The single stupidest marketing strategy that tricks financial advisors into lighting their dollars on fire (7:58)  How to leverage marketing assets and systems to pay a fraction of what other financial advisors pay on a per lead basis (and have a higher chance of converting them into paying clients) (11:20)  The “no bad metrics” secret for reframing how you approach marketing that automatically makes each campaign more profitable (17:17)  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. 

A young financial advisor DM'd me on LinkedIn and asked what advice I'd give to someone in his early 20s to be successful.  And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have.  In today's show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do.  Listen now. Show highlights include: The 4 areas of personal growth that indirectly result in business success (1:07)  The weird way to grow your financial advice business by going to the gym (3:30)   Why getting in a good relationship is the #1 most important thing to do for your mental health and, thus, your business (8:44)  How taking frequent breaks makes you more productive and impactful (even if it seems like a version of procrastination) (11:23)  Why the Bible is the single most effective self-help book you'll ever read (14:05)  What a multiple-hour conversation with ChatGPT revealed to me about humanity's free will (or lack thereof) (15:17)  Why your skills aren't responsible for your success, this is… (19:03)  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. 

Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you've created a monster that devours your time and joy.  What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth? Well, that's exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average financial advisor firm.  And in this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors.  Listen now. Show highlights include: How an authentic origin story behind why you became an advisor gives you an unfair advantage that your competitors can't mimic (2:47)  The trick for naming your firm in a way that magnetizes your ideal clients (here's how Larry did it for his firm) (4:43)  The “Joy Factor” secret that responsible for Larry's firm growing by 15% per year when most firms are happy to reach 2% per year (9:29)  How “budget shaming,” a common habit of financial advisors, makes your best clients jump ship to your competitor (10:43)  A few simple questions to “hack” into prospective clients' minds and figure out exactly what they need to recommend you to all their friends (14:40)  How to grow your business by traveling and sharing it on social media (24:03)  The weird and fun “hockey arena” content creation secret that made Larry Sprung live rent-free in my mind until this episode (25:56)  Want to figure out how to unlock the secrets to a joy-driven practice? Well, Larry's created a webinar about this idea called The Power of Positive Money Conversations that's so popular he had to create a waitlist for it! Join the waitlist here: https://joyfuladvisor.com  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of.  The mental block?  Needing permission to do, well, any action that could grow your business by a scary amount.  These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didn't finish and reward them with entry into the knighthood of the wealthiest advisors.  And so, they sit around, and wait. And wait. And wait.  Until one day, many years later, they wake up from this stupor and realize that a “hope and pray” marketing strategy is good for one thing: Bankrupting your business.   If that sounds like you, don't worry. Today's show will help you remove this mental block before it suffocates your advisory business.  Listen now. Show highlights include: The insidious “prospecting reluctance” trap advisors fall in that destines them to a mediocre business (3:12)  The #1 biggest obstacle to your success (and it's not your market, your competitors, or your current clients) (4:28) How to become wealthy beyond your wildest dreams when a guru hasn't blessed your strategy, you don't have a fancy title, and you lack real experience (4:51)  Why seeking credentials, while important for credibility, becomes a crutch to feed your procrastination (5:02)  The emotional mindset shift that's the main difference between an advisor worth $10 million and one worth $50,000 (7:45) The “ACR” secret from psychology that shows you how to be wealthy, fulfilled, and happy—at the same time (12:57)  The 3 most common signs you're subconsciously seeking permission (19:24)  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. 

Making low six figures as an advisor, while it may impress your family, isn't all that impressive. And it doesn't make you real wealth like other advisors enjoy.  Even making $300,000 per year isn't enough to create a legacy for your family. But I have good news: If you're making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode.  Best part?  Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures.  Listen now. Show highlights include: The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41)  The “add, not replace” method for boosting your conversion rates and doubling or tripling your business (4:13)  How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50)  Why advisors who haven't figured out how to convert more clients per hour will never make $500,000 a year (7:07) The weird way to grow your business faster by firing some clients (11:50)   The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29)  The “broken slot machine” secret only advisors who make 7 figures a year use or even know about (14:49)  Why doing a distraction audit can triple your productivity by this time next week (20:41)  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. 

Today's guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.”  Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing.  I don't say this lightly, but this might be the best podcast episode ever for financial advisor marketing.  Not only will you realize what's working (and more importantly, what's not working), but you'll leave this episode with a plan to dominate 2025 and beyond.  Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data.  Show highlights include: This 108-page financial space marketing report will show you with crystal clear certainty how to actually get clients from your marketing (0:33)  Why financial advisors are sometimes spending up to $10,000 per client (and how to get this cost lower while landing more clients) (5:11)  The insidious “anti-scale” trap most advisory firms find themselves in that slowly bankrupts their firm (6:19)  How building a faster, sales-based approach to business development gets you up and running but also plants the seeds of destruction in your firm (and the two-track approach to use instead) (13:20)  The success rates of the most successful marketing strategies for financial advisors backed by hard data (14:58)  The sneaky “Transfer of Trust” secret that fast tracks your sales pipeline and can result in several new clients each month (27:17)  Who wins in a battle of generating more clients: Podcasts or video marketing? (31:13)  3 things every piece of your marketing must do or it will fall on deaf ears (34:13) Why you only need 50 great clients to run a wildly successful advisory firm that rivals even corporate behemoths like Merrill or Morgan (47:05)  The single most important marketing lesson every advisor needs to hear based on hundreds of hours of hard data and research (50:14)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Most marketing advice is all about drawing people in. And for good reason: Your business can't exist without clients.  But there's a problem with attraction marketing…  If you attract the wrong people into your business, then you might create a business that pays you well but creates a life you despise. That's why repulsion marketing, the exact opposite of attraction marketing, is often a more powerful marketing strategy.  Not only does it tend to be more profitable, but it also ensures that your clients are of the highest quality. That means they happily pay you more, don't think they're entitled to your time, and don't cause endless frustrations.  In today's show, you'll discover a few simple ways to add repulsion marketing into your campaigns and create a more successful and fulfilling business as a result.  Listen now.  Show highlights include: Why attracting your ideal clients isn't nearly as profitable following this overlooked “Gold Prospector” method (0:53)  This seemingly innocent thought has crippled more financial advice businesses than perhaps any other thought in human history (6:08)  A bulletproof way to weed out entitled freebie seekers from the people who make great clients (7:02)  The magic ingredient you need to actually build a business that lets you spend as much time as you want with your kids (15:31)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Many financial advisors squirm about the idea of selling ongoing financial advice.  For some reason, they think it's a scam—and this comes across when they're selling it to prospective clients.  The result?  Banging your head against the wall because without a new source of prospective clients, you'll be out on the streets.  But here's the thing: In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.  In today's show, I'll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.  Listen now.  Show highlights include: The single most important fundamental thing you need in order to successfully sell your financial advice (1:22)  2 beliefs you must have in order to outsell any of your competitors (1:45)  How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35)  The religious argument for why you should charge more for your services (Best part? You don't have to be religious to do this!) (6:37)  Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49) How thinking like a lawyer or doctor can triple your business by this time next year (10:29)  4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48)  The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06)  4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (19:02)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

While one-time financial plans aren't as attractive to prospective clients or your financial advice business, there's still a place for them.  Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.  But most financial advisors aren't good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates.  So, in today's episode, I'm going to share the biggest obstacles prospective clients will have to buying a one-time financial plan. And how you can overcome each one to improve your sales process and remove the barriers to working with you.  Listen now.  Show highlights include: The almost-too-obvious, yet wildly effective way to convert more people into paying clients (6:51)  One skill financial advisors must master to overcome the psychological “temporal discounting” glitch your clients will have to your one-time financial plan (12:10)  How to make your clients sell themselves on buying a service with a delayed payoff (even when it goes against their natural psychology) (12:38)  3 things you must emphasize when selling to prospective clients who have the “DIY Mentality" (14:40)  How to help your clients feel more empowered when buying a one-time financial plan (this boosts conversions) (17:50)  The “Future Relationship" positioning trick that turns one-time financial plans into recurring revenue (19:45)  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. 

My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don't know if there's anyone who has a more successful track record than myself in this niche.  And today, I'm revealing the secret to why my content marketing campaigns have been so wildly successful. I'm not sharing this to brag, but to show you how simple it can be when you do it right.  The problem is, 99% of financial advisors approach content marketing in the exact opposite way as I teach. That's why your lead magnets, blogs, ads, and other forms of content marketing fall on deaf ears.  But it doesn't have to be this way once you listen to today's episode.  Show highlights include: How applying the lesson from my grip strength story to your financial advice business will make 2025 your most profitable year yet (3:29)  Why this specific type of lead magnet attracts higher quality leads and clients than any other type (8:58)  The overlooked, yet only proven way to create high performing content that makes your prospects only want to hire you (10:08)  Here's the brutal truth about why 99% of content financial advisors create falls flat and leads to no new business (10:19)  Why November, December, and January are the 3 most important months for determining how successful you'll be (12:01)  The 4-step lead magnet creation process that will help you create a wildly successful lead magnet that turns strangers into your best clients (14:09)  How thinking of your marketing as an army of gatekeepers not only attracts higher quality clients, but also frees up your time without sacrificing your wealth (19:31)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  If you're serious about making 2025 your most profitable and successful year yet, I created a new guide to help you accomplish that. It's called 5 Marketing Moves Financial Advisors Should Make In 2025 and you can get it for free at https://TheAdvisorCoach.com/moves. 

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.  And you know what?  It's easier to spot red flags than you might think especially when you know what to look for.  Since I've had tens of thousands of conversations with financial advisors, I've picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.  Best part?  Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.  Listen now.  Show highlights include: The insidious way bad clients make you worse at serving your best clients (2:51)  If your prospect utters this sentence, run away as fast as you can (3:50)  How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38)  The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34)  3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43)  The single most dangerous “cocktail of red flags” mindset your clients can have (22:40)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I've written my print newsletter for financial advisors since 2018. Since then, I've seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.  More:  I've had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don't share anywhere else about marketing and business.  And you know what?  From these tens of thousands of conversations, I've discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever.  Do you have all 7? Listen now to discover the 7 things successful financial advisors have in common.  Show highlights include: The sneaky way obsessing over ROI can tank your marketing results (4:43)  Why asking more questions in your personal life can unlock consistent growth in your business (even if your questions have nothing to do with business) (8:49)  The #1 most effective thing I have ever seen for getting more clients and building a better business (9:38)  How to hire the world's best “closer” for prospective clients without paying an extra penny for appointments set (10:42) Why developing a golf, tennis, or Jiu Jitsu hobby this year can make you the most successful advisor in your area by 2026 (13:39)  My theory for why introverted financial advisors tend to be more successful than extroverted ones (16:25)   Why your brain wants to sabotage your success—and how to stop it before it's too late (20:07)  3 of the most deadly defense mechanisms that will trick you into staying in your comfort zone instead of adding an extra 0 to your bank account (20:21)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter—and this is the LAST chance to get grandfathered into the $99/mo price because the price increases to $199/mo on January 1st 2025, no exceptions—I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.  Turns out, the best business books weren't written in the last year, the last ten years, or even the last twenty years.  They're different.  They're timeless.  And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can.  Listen now to hear the 7 books I think all financial advisors should read.  Show highlights include: How to read a book by the end of the year (without depriving yourself of champagne, gifts, and Christmas festivities) (0:52)  Why even atheist financial advisors should read the Bible (1:44) This mystical book recommendation from a “con man” always gets pushback… but it works (3:04)  My favorite Warren Buffet book (even though he didn't write it and it's barely about him) (4:55)  How airport books can actually set your financial advice business back decades (5:35)  The “Investor Mindset” secret shared by 8 of the world's most successful CEOs (6:10)  Why rapid client growth is the worst way to grow your business (6:39) The “few simple disciplines” secret from the world's greatest motivational speaker (11:25)  3 traps that will ransack your business and freedom if you fall into them (18:47)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway.  And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road.  But don't worry. In today's show, I reveal 3 hard things you should do today to set you up for long-term success.  If you've been putting any one of these 3 things off for the future, let this be your wake-up call before it's too late.  Listen now. Show highlights include: The insidious “second mistake” that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24) Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34)  How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19)  How to ethically “morph” your audience's mind to be more receptive to hiring you with the “Familiarity Principle” (10:29)  The “just talk” LinkedIn strategy that can fill your calendar with high-quality prospects (15:46)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

There's no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible.  Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier.  So, what's the 80/20 Principle anyway?  Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. There's not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business.  Listen now. Show highlights include: The single most deadly entrepreneurial mistake you're making that has your financial advising business knocking on heaven's door (2:11)  How understanding the 80/20 principle prevents you from ever starving for clients for as long as you're in business (4:22)  The “rack a shotgun” secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28)  Why McDonald's business model isn't what you think (and how to apply this to your business) (13:59)  The “espresso machine” principle to double or triple your business almost overnight (without even finding any new customers) (19:18)  Why asking yourself this one question is the best way to become (and remain) a top 1% financial advisor (27:42)  If you want to forever change your life, your business's growth, and the legacy you leave, buy Perry's book here: http://sell8020.com  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I'm setting my money on fire. But you know what?  This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative estimations, these campaigns will generate a sky-high return-on-investment soon. Not immediately, but soon.  What's my secret that makes marketing gurus squirm while backing up the Brinks trunk into my bank account?  That's what I reveal in today's episode. And I share three marketing nuggets of wisdom every financial advisor needs to hear.  Listen now. Show highlights include: The counterintuitive way paying more per lead can make your profits soar higher than paying less per lead (1:16)  How to circumvent the friction-filled process of hiring a financial advisor and land more appointments (4:07)  How I'm getting email subscribers for $2 a pop (and why I don't recommend it) (6:46)  Why focusing on the actual economics of your business leads to more growth and wealth than worrying about optimizing costs (8:26)  How you stifle your business's growth every time you treat it like a paycheck (9:48)  The “complete control” feature embedded into direct mail that boosts your chances of success (14:44)  How to never fail to reach your prospecting goals for as long as you run a financial advice business (15:53)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Direct mail is the most underrated—and most effective—way for financial advisors to get clients.  But… only if you know what goes into making a direct mail campaign successful.  Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.  In today's show, you'll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate.  Listen now. Show highlights include: The best direct mail call-to-action for financial advisors to maximize your response rate (2:08)  The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33)  Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57)  The #1 ingredient any direct mail campaign must have to be successful (5:20)  How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47)  Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11)  The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09)  This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

There's a secret ingredient that's missing from many advisors' marketing efforts. Perhaps even yours.  The problem is, this secret ingredient isn't sexy. It won't make your marketing campaigns winners overnight. And it won't flood your calendar with appointments from high-quality leads.  But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork.  So, what's this secret ingredient? And is it missing from your marketing?  Listen now to find the answer for both.  Show highlights include: The one secret ingredient missing from almost every advisors' marketing that threatens your entire business (4:32)  How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52)  The “Marketing Seasons” method for predictably scaling your financial advice business (6:30)  2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.  In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.  Why?  Well, if you have any of these questions, it tells me you're making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you're succeeding today).  In today's show, you'll discover what these 5 questions are and how to address them before they gobble up your business.  Listen now. Show highlights include: How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04)  The “Other Person's World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03)  Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04)  How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this)  (13:05)  The counterintuitive way your current results stifle and suffocate explosive growth (18:47)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I'd market an advisor with $100,000 in capital.  And so, I wanted to give you the exact step-by-step framework I'd use if I had an extra $100,000 to spare for an advisor.  Best part? You don't need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to. Listen now. Show highlights include: The first person you should hire in your financial advising business if you want to grow your business even faster (2:28) The absolute worst thing to delegate to someone else that can sow the seeds to your business's downfall (4:58)  Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53)  How to create and design a lead magnet that brings in business for years (7:35)  How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to “mimic” my results in your business) (11:38) The “Niche Credibility” secret for becoming wildly popular to your niche (18:45)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M

While I love when financial advisors read marketing books to level up their skills…  Most of the advice isn't just downright wrong for the financial industry, but it can have the opposite intended effect! That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients?  How?  I explain how this happens in today's episode.  Listen now. Show highlights include: Why reading books like “The E-Myth” & “Who Not How” can set your wealth back by years in your financial advice business (2:32)  How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38)  This is the single most lethal “marketing” strategy parroted by gurus that will instantly tank your bottom line (6:38)  The psychological “Effort Heuristic” secret that explains why taking longer to reach your client's goals makes them value you more (11:09)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I'm not the richest person in the world, but I have done well with my money.  Since you're probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.  In today's show, I reveal the 5 things I've done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I've done poorly with money (which, again, includes some things the typical financial advisor never considers).  Want to discover some “unusual” ways to create (and destroy) wealth?  Listen now. Show highlights include: How the “jimmy” the cost of your services to attract higher quality clients (3:07)  Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17) Why investing in yourself almost always generates more revenue than even the best stocks (7:45)  How to make more money in your financial advising business by simply upgrading your mattress (11:23)  Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04)  The biggest money-eating mistake parents make (19:26)  This is the single best investment you can make—according to Warren Buffet (20:54)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.  His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.  And you know what?  A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all).  Worst part?  Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut.  In this episode, you'll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them.  Listen now. Show highlights include: Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here… (4:01)  Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29)  One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25)  How you're accidentally making your clients feel judged when you offer financial advice instead of supported (14:04)  Why only doing “revenue-generating activities” is not only weird but foolish if you want to grow your business (14:38) The “Coddling Cocktail” of factors that will shatter your dreams and business right in front of your face (18:35)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.  But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.  This is something nearly every billionaire has had to figure out.  The good news is that in today's 300th episode special, I reveal how to be successful—straight from a billionaire's perspective.  Want to actually enter the top 1% instead of it being a far-fetched dream? Listen now. Show highlights include: How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20)  The “Compounding Yourself” secret for becoming wealthier than investments could ever even dream of making you (7:41)  Why the most successful financial advisors fail the most often (13:59)  How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven't gotten there yet) (19:02)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

If you're a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.  But there has also never been more opportunity throughout all human history.  And since I want you to become the single most successful financial advisor you can be, I'm sharing some of the secrets which are directly responsible for the success of my business and every financial advisor's business I've helped along the way.  Best part? You won't hear any of this in your favorite guru, from finance school, or in any webinar you attend.  Listen now. Show highlights include: This quick litmus test reveals with near crystal clear certainty whether your business will succeed or fail (5:07)  The “D&D” game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43)  The “Funeral List” mindset trick to finally stop caring what others think (and how this makes your business's bottom line skyrocket) (9:54)  How this 2 pains lesson from Jim Rohn helps you figure out whether you're cut off for being a business owner or not (11:21)  Why you don't need to be “valuable” in order to become stinkin', filthy rich as a financial advisor (13:59)  How tactical thinking will slowly bankrupt your business (and the only proven way to guarantee long-term success) (18:59)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature.  Couple this with many financial advisors using an anti-persuasive sales process, and it's no wonder finding high-quality clients feels impossible.  But there's a secret to reduce your prospective clients' skepticism, earn their trust, and help them defy their own human nature.  And in this episode, I reveal this secret so you can profit wildly from it.  Listen now. Show highlights include: The simple, yet bulletproof method for reducing your prospects' skepticism (and why this is even more important in the financial world than other industries) (4:29)  Gary Halbert's “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38)  How to create an environment that reduces skepticism and speeds up the sales process (12:19)  This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here's how to “disarm” this glitch) (13:58)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

How would your business grow if you booked—and converted—as many appointments as you can possibly handle?  Well, I have good news:  In today's show, I reveal the exact technique I've used to book thousands of appointments for myself and other financial advisors. Best part?  It's a deceptively simple, yet wildly effective 5-step method. And you're just one click away from using this technique in your own financial advising business.  Listen now. Show highlights include: Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10)  The deceptively simple technique I've used to book thousands of appointments for myself and other financial advisors (5:13)  5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23)  How to double your conversions by simply adjusting your headline (13:20)  The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11)  How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

Financial advisors aren't typically the best marketers… But could you be a horrible marketer?  Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you're a horrible marketer.  Why?  Because if you're making any of these 10 mistakes, you still have time to fix them before your business goes kaput.   Listen now. Show highlights include: The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24)  How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42)  The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34)  How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54)  How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40)  The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

There probably won't be a bad book on your favorite guru's “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.  How come?  Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they're markable.  The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.  In today's episode, I'm revealing my top 3 unorthodox success tips you've probably never heard—and you won't hear any in popular business books!  Listen now. Show highlights include: Why studying your grandparents will grow your business more than reading another book on your favorite guru's “Top 10 Business Books” list (4:44)  How to inherit business skills from your parents (even if they're no longer here) (9:14)  The “Different Beliefs” secret to becoming more open-minded and successful (12:49)  The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01)  Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.  Worst part?  Most financial advisors don't even realize money is seeping out of their business every day! But don't worry - I got you covered.  In today's show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank. Listen now. Show highlights include: 5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)  The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)  2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)  The single biggest LinkedIn mistake too many financial advisors commit (10:55)  How to get more referrals from your current clients without begging them (11:21)  The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)  The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)  How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.  Why?  Well, outbound leads simply aren't scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.  On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.  But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.  In today's episode, you'll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.  Listen now. Show highlights include: How to attract higher quality leads—at a fat 61% discount (2:00)  Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50)  The biggest mistake you're making on your Thank You Pages that sabotage your sales (9:22)  3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02)  The “Commitment & Consistency” law of psychology that turns new leads' unconscious mind into your sales intern (12:26) Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.  Of course, this isn't intentional. But advisors make the same marketing mistakes over and over again that I'm questioning that statement.  Are you making any of these 10 specific marketing mistakes I reveal in this episode?  There's only one way to find out: Listen now. Show highlights include: How to become the go-to expert in your market (even if most advisors never reach this status) (2:34)  3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06)  How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)    The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22)  Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26)  Why using jargon in your website copy scares your best clients to your competitor (14:12)  How to simplify your messaging (without dumbing it down) (14:36)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?  Do you think you'd stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?  And if your business was healthier, do you think you could be a better parent and spouse?  If so, I have good news:  In today's show, I'm revealing my top 3 favorite ways to attract wealthier clients. Just don't ignore it if it seems too simple.  Listen now. Show highlights include: Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here… (1:44)  The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50)  How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29)  Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44)  The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Most financial advisors aren't marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today's show.  Worst part? There's a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don't get the results they promised.  And you know what?  There are easier, more effective, and more profitable marketing strategies for financial advisors.  In today's show, I'm sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that's easier, more effective, and more profitable.  Listen now. Show highlights include: Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27)  The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40)  How to make direct mail work for your business (even if you're not a world-class copywriter and don't have your offer completely dialed in) (12:17)  The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02)  Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31)  How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I'm giving you a gift today: I'm sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it's something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.   Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to you instead of causing headaches. Best part? Since only a small pool of marketers know this, you'll instantly become leagues ahead of every financial advisor you consider a competitor.  Listen now. Show highlights include: The “Psychological Ventriloquism” secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09) How to “hire” your prospect's brain and make their brains convince them that they need you as their financial advisor (3:59)   The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22)  How changing the way you ask questions can be the difference between landing three clients this month or none (8:42)  2 ways to use social media to “pre-sell” prospects on you being the perfect advisor for them (10:56)  How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01)  2 big mistakes when using “Psychological Ventriloquism” that can make your ideal clients flee to your competitors (18:23)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

I've noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…  When I did, I found out the hard truth:  Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don't actually have imposter syndrome, they just suck at their jobs.  This might not be your favorite thing to hear. But it's true. But don't worry. In today's show, I'll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don't. Listen now. Show highlights include: How labeling yourself can conspire forces against you (instead of helping you) (1:33)  Why do so many financial advisors think they have imposter syndrome? Here's the hard truth… (3:28)   2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you're faking (3:48)  Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40)  Mark Twain's secret for eliminating your worries (12:48)  An instant solution if you always think you're going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

If you're struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you'd like to admit it or not, the reason you can't build trust is because you don't trust others.  The universe has a tendency to attract similar people as you. And if you're constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline, then, well, that's the exact type of people your business will attract.  Yes, it's true that people don't trust financial advisors. But this starts and stops with you.  In this episode, I won't give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won't be as easy as a tip, trick, or tactic—but it will be more effective.  Listen now. Show highlights include: How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38)  The truth about why marketing and sales books don't work for financial advisors (1:16)  How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26)  Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51)  The almost too obvious way to build genuine trust with your target audience (12:04) This book is the single best wealth creation machine for financial advisors that I've ever come across (15:10)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection-busting” and copyright-free emails, personally written by me, that you can use right away to begin getting more clients.  Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

I've talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals.  Why? Well, it's because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if you don't do something about it soon, it will devour your freedom—both financial and personal.  But you know what?  Like with any addiction, awareness is the first step. And after listening to today's show, you won't be able to use that excuse anymore.  Ready to learn the cold, hard truth about why you're not accomplishing your goals?  Listen now.  Show highlights include: This audiobook reveals exactly why you make bad decisions (and prevents you from making bad decisions in the future) (0:40)  The nastiest addiction financial advisors have that threatens their business, influence, and bank account (4:23)  Why constantly achieving your goals can actually prevent you from the destination you're striving for (5:12)  How enjoying “the grind” makes it all but impossible to stop grinding (unless you want your business to suffocate) (6:43)  Are you making this mistake when running online ads? Most financial advisors do… Here's how to tell if you are (14:49)  4 reasons why financial advisors fear success (16:50)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Even as an experienced advisor with a successful business, I'm willing to bet you're making at least one of these five marketing mistakes.  Because here's the thing…  While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you've been in the business or how many clients you currently have.  Best part?  While these mistakes can bubble underneath the surface, they're also easy to fix.  In today's show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.  Not only does this alleviate your worries, but it can also grow your business.  Listen now.  Show highlights include: How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06) Why seasoned financial advisors feel the “sting” of this marketing mistake more than brand new ones (3:13)  The “new client” trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01)  How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08)  Why outsourcing your website or email copy can make your dream clients run away from you (12:29)  How to “borrow” credibility, trust, and even clients from other professionals (13:49)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

When you're a brand-new financial advisor trying to learn marketing to keep your business afloat when you don't have any clients, there's a lot of mistakes you can make that increase your likelihood of giving up.  For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard and generate no returns.  In fact, after having thousands of discussions with new financial advisors, I've found that there are 7 specific mistakes new advisors make that sabotage their marketing results.  In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them.  If you're a new advisor, you can't afford to skip this episode. But even if you're a seasoned advisor, there's still a chance you're making one of these 7 mistakes.  Listen now.  Show highlights include: Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53) How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53)  Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46)  How your friends and family limit your growth potential (even if they don't intend to) (10:22)  Failing to understand THIS makes it nearly impossible for you to succeed (11:15)  Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27)  The “Stretch You” secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31)  The insidious “Do More” trap new financial advisors fall into that keeps them broke and unstuck (17:10)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It's called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.