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Financial Advisor Marketing Podcast

Dec 28, 2020

Rejection hurts. It’s one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect works with a competitor instead. 

But rejection doesn’t have to ruin your day. In fact, you can eliminate so many rejections you’ll rarely (if ever) watch a prospect...

Dec 21, 2020

When you don’t have happy clients, your business doesn’t make money. You have to treat your clients well and get them results. 

But many advisors take this too far: They email, text and call their clients so much that they don’t have the time to focus on their business anymore. 

In this episode, you’ll find...

Dec 14, 2020

LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people. In short: LinkedIn wants your money. 

It might sound like the golden age of LinkedIn is over. But you...

Dec 7, 2020

If you’re a regular listener of this show, you know it’s usually about high-level strategies. The “do this, then that” tactics are usually reserved for paying customers. 

But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream. 

Nov 30, 2020

If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. 

Those tactics...