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Financial Advisor Marketing Podcast


May 25, 2020

In normal times, it’s easy to go to the office, do your work and go home. But we’re not living in normal times. Clients want to liquidate assets. People are scared to invest. 

The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you’ll see opportunity where others hunker down. 

Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business.

Show highlights include: 

  • Advisors who throw in the towel skip these 4 “mental preparation” habits. Ignore them and you might be on a job board soon. (4:03)
  • Why the best financial advisors are NOT in the investing or financial planning business. (6:55)
  • Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41)
  • A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31)
  • 3 crippling thoughts you can banish instantly by writing them down. (21:20)
  • If you can’t answer “yes” to this question, you might be missing your clients’ biggest cash reserves. (34:08)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

 Go to https://TheAdvisorCoach.com/webinar to register today. 

 Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html