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Financial Advisor Marketing Podcast

Mar 30, 2020

The most common questions financial advisors ask themselves are “How can I get more clients?”, “How can I get more money?” and “How can I have more free time?”.

You’ve probably noticed those don’t help you reach your goals. That’s because sales and marketing doesn’t work that way. With that mindset,...

Mar 24, 2020

You’re probably worried. Clients could abandon you. “closed” leads might not come through anymore. You may even need a desk job soon.

All of that’s scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis.

In a few years time, you’ll...

Mar 23, 2020

As a financial advisor heading out on your own, you’ve got a lot of obstacles in your way: 

Skeptical prospects, competition, overwhelm, the list goes on. 

But none of these things can slaughter your business as fast as the enemy we’ll talk about today. 

This enemy has the power to keep you from ever living your...

Mar 16, 2020

You’re probably a knowledgeable, effective and trustworthy financial advisor. You know you’ll take good care of your clients’ capital. 

But even with all your skills, you can’t afford to be boring. If talking to you feels like a chore, no client will want to stay with you and prospects will start checking their...

Mar 9, 2020

Most financial advisors are good at their craft, but aren’t great at generating leads and turning them into clients. There’s one sweet-sounding alternative to generating leads: Buying them.

But buying leads won’t jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up...