Financial Advisor Marketing Podcast

Have you ever lost a highly qualified and interested prospect to a competing financial advisor?
(If you answered "no," then you should know that you're lying to yourself…) 
Almost every advisor has lost a prospect to another advisor. Problem is, your prospects who choose another advisor over you never tell you why they decided to go with that advisor. In fact, you'll likely never hear from that prospect ever again. 
So, how do you prevent your prospects from hiring your competitors when you don't even know why they decided to pick them over you?
Well, if I had to guess why you lost a prospect to another advisor, I'd guess one of 12 reasons in particular. 
Want to know the 12 reasons why prospects hire another advisor instead of you? 
Listen now. 
Show highlights include:
If you have this sentence on your website, I can almost guarantee that you've lost business to a competing financial advisor (1:27) 

How brand-new financial advisors crush financial advisors with decades of experience under their belt because they understand this one marketing lesson (1:53) 

Why hiding your pricing on your website actually hands over your prospects to your biggest competitor on a silver platter (2:56) 

How to 7x your chances of turning a prospect into a paying client by doing something so obvious that most advisors neglect it (4:50) 

Why saying certain phrases like "tax loss harvesting" can make the most excited prospect hightail it to your competitor instead (and the reason advisors make this mistake so often) (9:06) 

7 tried and true ways to make prospects remember you more vividly than any other financial advisor they chatted with this past week (13:20) 

How to follow up relentlessly with interested prospects without coming across desperate and needy (16:57) 

The blunt truth about why prospects rarely hire the best financial advisor (they're searching for THIS instead) (18:54) 

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. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

What do you say when people at parties or other social outings ask what you do for a living?
Most advisors have the same, lame answer as other advisors: They say their job title. 
This kills more conversations, more potential appointments, and more possible clients than perhaps any other sentence you utter. 
Why?
Because when you answer with your job title, you sabotage the other person's curiosity, and even worse, you make them "file" you in their brain with the hundreds of other advisors who have been bugging them via cold email, cold LinkedIn DMs, and other invasive marketing channels. 
Or, in other words, you make them check out of the conversation before they ever consider leaning in. 
That's the bad news. 
The good news? 
After you listen to today's show, you'll know exactly what to say to people who ask what you do in a way that makes them lean in. And you know what? Some may even decide to hire you on the spot!
Listen now. 
Show highlights include:
Why fry-stealing seagulls are better at their job than you are at giving financial advice (and what to do to fix it) (4:45) 

The "filing cabinet" mistake you make every time you're asked what you do for a living that makes potential prospects run away (6:16) 

How answering with an outcome instead of a job title naturally makes you more interesting (and thus, persuasive) to someone who asks what you do for a living (8:29)   

A trick from a behavior economist that naturally makes people lean in when you tell them what you do (8:51) 

3 ways to answer "what do you do for a living?" that makes anyone asking you less likely to ever hire you (most advisors answer in one of these 3 ways) (11:47) 

How to bypass people's natural "anti-pitch detection" radar in a way that makes them drool over the possibility of working with you (14:08) 

The exact sentence to say when people ask you what you do that makes them lean in and even "pre-sells" them the idea of hiring you as their financial advisor (16:27)  

What 2 Harvard researchers discovered about the human brain's reward system that tells you exactly how to make a random person interested in booking an appointment with you (19:48) 

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. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

I am constantly asked by financial advisors who tried LinkedIn but failed with it whether or not it's really a platform for getting high-quality clients. 
My response?
Yes, financial advisors are really getting clients from LinkedIn. But only if they're not making one of the four fatal mistakes I reveal in this episode. 
Unless you've only tried LinkedIn for a day and gave up as quickly as you started… if LinkedIn hasn't led to a handful of high-quality appointments and real clients who happily fork over your fees, then I'm willing to bet that you're committing at least one of these four mistakes. And you're likely making several of them! 
That's the bad news. 
The good news?
After you listen to this episode, you'll at least catch yourself when you make one of the four fatal LinkedIn marketing mistakes. And if you take the content of this episode seriously? 
Then, well, you'll also discover the 3 key things that the most successful advisors use to create new clients from LinkedIn month after month after month. 
Listen now. 
Show highlights include:
4 ways that financial advisors butcher their LinkedIn marketing so bad that they get duped into thinking the platform is completely useless (2:10) 

The only 2 possible suspects for when a certain marketing campaign fails (if your primary suspect is not one of these … you got the wrong "guy") (2:37) 

How asking yourself this single question will finally convince you that LinkedIn DOES work (and also reveals why it hasn't worked for you) (3:32) 

Why automating your LinkedIn outreach, even if it doesn't get you banned from their platform, will almost always produce lackluster results, if any at all (4:35) 

A simple, but time-consuming outreach tactic that researchers call the "Effort Heuristic" that will instantly dust off the cobwebs from your LinkedIn messages (6:44)  

How to generate more meetings and land more clients from LinkedIN by cutting your outreach efforts by whopping 95% (7:29)  

The "Pitch Slap" mistake that's rampant amongst advisors marketing on LinkedIn that makes your ideal clients actively dislike you (you're literally better off doing nothing at all rather than making this mistake) (8:10) 

The single most expensive (and easy-to-make) LinkedIn mistake you're making and how it ruins everything else you do on the platform (15:02) 

3 things that every advisor who uses LinkedIn to generate clients on demand does that I bet you're not doing (16:12) 

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. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

The multi-billion dollar self-help industry has a deep and dirty secret: 
They sell you junk food dressed up like health food. Not only do some of the most commonly parroted lines and "lessons" not actually help you… but many will actively hurt you and your business. 
In fact, there are 7 such self-improvement lies that will do more harm to your business, your wealth, and your future than good. 
In today's show, I break down each of these 7 lies and show you why they're nothing but dangerous lies.
Listen now. 
Show highlights include:
The insidious way the multi-billion dollar self-help industry sets you up to fail (while pretending like they're helping you) (1:41) 

The #1 biggest self-help lie almost every advisor believes (3:21) 

How to create the perfect morning routine for yourself (without waking up at 4:30 am, jumping into a cold plunge, or wasting your entire morning journaling and repeating affirmations) (5:36) 

Why having the most positive, growth-oriented, abundant mindset means nothing if you haven't figured out THIS (7:35) 

What nobody has ever told you about the "you're the average of the 5 people you spend the most time with" line that gets parroted by every life coach, every podcast, and every self-help book (9:12) 

Why manifestation does NOT work (and how I got seduced by the lies of manifestation for years and years and years) (13:09) 

How fantasizing about your future success will literally make it less likely to happen (this is backed by hard research and data) (14:09) 

The cold, hard truth about imposter syndrome and the slow and dreadful way to eliminate it forever (15:25) 

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. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Here's something you might not like to hear, but you need to hear it:
The reason you're not as successful or effective as you want isn't because of the market, the economy, or any other external factor. The reason is you. 
Take, for instance, the fact every listener of this show knows enough to get started. And yet, the vast majority will let that information die in the deep recesses of their mind instead of taking swift action on it. 
The biggest difference between the most successful and most mediocre advisors isn't a skill gap. The successful ones aren't naturally better at marketing than you are. 
The real difference?
They know how to get out of their own way. 
In today's show, you'll discover how to get out of your own way, sneaky ways that the mind tricks you into creating obstacles out of thin air, and why this is the secret to tripling your lead flow. 
Listen now. 
Show highlights include:
The strange way getting your health biomarkers checked regularly improves your marketing ROI (1:15) 

This proven way to triple your lead flow is so effective and so simple that most advisors will simply ignore it (5:54) 

Here is the most straight-forward, yet comprehensive landing page formula you'll ever need (it's stripped down on purpose because it prevents you from turning a simple landing page into a cathedral!) (7:07) 

Why executing at breakneck speed (even if it means making big, fat mistakes) is the single best wealth-generating machine for advisors (8:23) 

How to get more done in one afternoon than most advisors accomplish all quarter (and why this is far easier than you might think) (9:17) 

3 deadly "productive" activities that robs financial advice businesses blind without your realizing it (11:21) 

The 80% rule for becoming at least three times more effective, for tripling your lead flow, and for reaching financial freedom 3x faster than your most heated competitor (12:46) 

Why do so many financial advisors get haunted by the Research Demon? Here's the truth… (15:34) 

How to improve your results by 500% compared to the next best advisor (16:27) 

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. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.