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Financial Advisor Marketing Podcast

Jan 31, 2022

If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested. 

But if you can deal with “I’m not interested”, you can discover what’s...

Jan 24, 2022

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients.

It’s easy to envy the wealthy advisors, but it’s better to become one of them. 

If you cleanse your mindset...

Jan 17, 2022

If you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again. 

The difference: What the voice in your head is telling you.

Your inner voice can decide whether you end up poor and client-less or propel...

Jan 10, 2022

Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor. 

But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor. 

That’s why copywriting is awesome:...

Jan 3, 2022

If you’re a good financial advisor, you want to do the best possible work for yourself and your clients. 

In theory, that’s great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism. 

This kills your marketing results—because 5...