Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:
They overcomplicate their marketing strategy!
The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode.
Want to grow your business the lazy way?
Listen now.
Show highlights include:
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.
If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.
For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big
There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.
But there’s one tiny problem with this…
None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!
That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.
That’s the bad news.
The good news?
In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.
Listen now.
Show highlights include:
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.
I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.
Most financial advisors believe that there’s a one-size-fits-all solution to marketing.
Not only is this true, but it’s dangerous.
Why?
Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.
In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths.
Listen now.
Show highlights include:
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.
As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.
The same is true for learning from other advisors’ successes too.
That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group.
Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode.
Listen now.
Show highlights include:
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 learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/
Do you have a teenager or know one? Head to Elliot’s non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/
Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.
But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success.
Don’t believe me?
Well, in today’s show, I’m sharing 3 simple and realistic marketing strategies you can start using today to add $100,000 of revenue to your business within the next 365 days.
Want to see how simple marketing can be when you peel back all the unnecessary complexity?
Listen now.
Show highlights include:
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.
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.
Why don’t they ask?
Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year.
That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets.
Want to grow your client base in the easiest and most reliable way possible?
Listen now.
Show highlights include:
Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.
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.
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors.
It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when they try to buy my Inner Circle Newsletter.
But here’s the silver lining if you’re a financial advisor up to your ears in debt:
It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode.
Want to turn your social media posts into client-getting machines?
Listen now.
Show highlights include:
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.
Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again.
That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode.
If your marketing doesn’t keep your sales pipeline filled to the brim or help you unlock financial freedom, you’re probably making one of the several mistakes I reveal in this episode.
Want to grow your business so rapidly it doesn't seem real?
Listen now.
Show highlights include:
Need help crafting an email marketing strategy for your business that keeps your calendar full and your wallet fuller? I'm offering one-on-one intensives for financial advisors where I’ll help you build your email marketing from scratch. But it’s not cheap. If you're interested, you can book your spot here: https://theadvisorcoach.com/intensive.
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.
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.
At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT.
Why?
Well, most financial advisors suffer from what Charlie Munger called “mental bias.” This disease is so strong in the financial advisor industry that a financial advisor still in college but who isn’t afraid of AI can run laps around you as soon as they graduate.
After using AI for more than 12 months, I’ve also discovered what it’s best—and worst—at.
In this episode, you’ll discover how to use AI to transform your financial advising business. And you’ll get a much-needed reminder that it’s time to start using AI.
Listen now.
Show highlights include:
I even wrote a little PDF called how financial advisors can get clients with artificial intelligence. If you want to download that you can grab it at the advisor coach.com/ai.
83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan
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.
I’m acting like a mad scientist in this episode:
I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test.
Why?
Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have.
But more importantly, there are many financial advisors who shy away from their true personality because they don’t realize it gives them a bona fide competitive edge.
Plus, you’ll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it.
Listen now.
Show highlights include:
83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan
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.
Some people are fish. And other people are birds.
But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim.
The point?
Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, instead of embracing it.
Why?
Well, financial advisors shy away from their personality because they don’t think it’ll unlock more business success. But this isn’t true. In fact, by embracing your personality, not only will you improve your business, but you’ll increase your daily happiness too.
That’s why I’m explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around.
Listen now.
Show highlights include:
83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
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