Financial Advisor Marketing Podcast

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It’s not luck, connections, or even intelligence.  It’s something far more fundamental than that.  In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life.  Best part? Once you know about these 2 fundamentals, you can improve at them like any other skill.  That’s what we’re covering in today’s show.  Listen now.  Show highlights include: * Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55)  * The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32)  * 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45)  * How to double your fees overnight without sacrificing a single client (8:20)  * The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09)  * The weird way higher fees can build more trust than resistance (12:55)  * 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01)  * Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings [https://www.theadvisorcoach.com/meetings] and learn how to conduct more profitable discovery meetings.  Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.  Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing [https://theadvisorcoach.com/Pricing].  And since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching [https://www.theadvisorcoach.com/coaching.html]. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.  Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do.  But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business.  They’re far more fundamental. And thus, less sexy.  But here’s what I can promise you:  If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner.  They’re that effective, but only if you actually do the work and implement them.  Listen now.  Show highlights include: * 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49)  * Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12)  * The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30)  * Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59) * Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43)  * Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings [https://www.theadvisorcoach.com/meetings] and learn how to conduct more profitable discovery meetings.  And since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching [https://www.theadvisorcoach.com/coaching.html]. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most financial advisors are in for a rude awakening that’s coming sooner rather than later.  The golden age of advisor marketing is ending.  Once it ends?  Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.  I don’t say this to scare you but to prepare you:  Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good.  It’s your choice:  Listen now.  Show highlights include: * 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)   * The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50)  * Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24)  * 4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16)  * The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07)  * Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings [https://www.theadvisorcoach.com/meetings] and learn how to conduct more profitable discovery meetings.  And since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching [https://www.theadvisorcoach.com/coaching.html]. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.  The only goal of marketing is far simpler than that: It’s getting clients.  If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their business.  That’s what we cover in today’s episode. You’ll discover the 23 marketing mistakes I see advisors repeating over and over again, so you don’t make them again.  Listen now.  Show highlights include: * The cord, hard truth about why objectively inferior financial advisors make more money than you (0:50)  * How selling financial plans, instead of what I reveal at the timestamp, to your clients can make them jump ship for a competitor (1:40)  * The insidious trap of content marketing that most advisors don’t figure out until it’s too late (2:05)  * How to serve your clients in such a way that clients refer new clients to you for things you don’t even sell (4:29)  * Why financial advisors don’t compete with other advisors (and the true enemy you compete against) (5:44)  * How having this one phrase on your website or services page will make ideal clients flee in terror (even if it’s littered across the vast majority of advisor websites) (6:51)  * The trick for getting an unfair competitive edge over advisors with better offers and prices (7:55)  * Why professional headshots, alphabet soup designations, and a pretty website don’t convey trust like you think (and the real way to build trust) (19:10)  * The ONLY 2 ways to improve your marketing (everything else, besides what I say at the timestamp, is distracting fluff) (20:32)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings [https://www.theadvisorcoach.com/meetings] and learn how to conduct more profitable discovery meetings.  And since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching [https://www.theadvisorcoach.com/coaching.html]. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.  In contrast, using the correct strategy can cause your business to grow faster, with fewer headaches and problem clients, so you reach even your most outlandish goals in half the time it takes a more skilled financial advisor.  And who doesn’t want to grow their business faster with fewer frustrations? In today’s show, I’m sharing the 25 things I’d do if I were a new financial advisor with no email list, no referrals, and no warm market.    Best part? Each thing in the list is based on what actually works in the real world.  Listen now if you’re a new financial advisor that wants to cut your marketing learning curve in half.  Show highlights include: * Why educating your audience is the worst way to win their business (3:33)  * How letting your market write all your marketing copy is the most foolproof plan to fill up your client roster in a hurry (5:44)  * The specificity secret to designing marketing assets to fill your email list (while also increases your chances of converting a lead into a client) (6:32)  * How to build a simple email sequence that makes your ideal clients eager to not only book a call with you, but hire you afterwards (7:20)  * The #1 biggest revenue-crushing mistake financial advisors make with their website (9:55)  * Why studying copywriting and marketing more than finance is the single best “investment” you can make in your business’s long-term growth (11:31) * One almost-too-obvious tweak to make to your LinkedIn page that can fill your calendar to the brim with qualified leads (14:36)  * How a simple, 5-minute video can be your marketing intern that generates high-quality appointments without costing you time or money (17:00)  * The ONLY social media platform I recommend new advisors focus on (20:21)  If you’re a new financial advisor, I created something special for you to get your business up and running and scaling to the tune of your dreams. It’s called Your First Year As A Financial Advisor, and you can get it here: https://www.theadvisorcoach.com/your-first-year.html [https://www.theadvisorcoach.com/your-first-year.html]  And since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching [https://www.theadvisorcoach.com/coaching.html]. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.