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Financial Advisor Marketing Podcast


May 29, 2023

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week. 

But this is the worst way to set up your email strategy. 

Why?

Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services. 

But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients. 

In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send. 

Listen now.

Show highlights include:

  • Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32) 
  • The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20) 
  • How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49) 
  • The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00) 
  • How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08) 
  • Why making your clients pay more for your services actually “forces’: them to get better results (15:49) 

If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

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. 

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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html