EPISODE · Jun 29, 2026 · 24 MIN
10 Things I've Learned From 10+ Years Of Helping Advisors
from Financial Advisor Marketing Podcast
I'm feeling extra generous and reflective in this episode because the July Inner Circle newsletter, my 100th straight issue, is the single best newsletter I've ever written. The process of writing this celebratory issue has left me overflowing with ideas. Which means you're in for a treat in today's show. I'm giving you 10 of my best secrets I've learned from spending more than a decade helping financial advisors grow their businesses. You'll leave knowing what separates the top advisors from the meddling ones… why 90% of advisors shoot themselves in the foot with marketing before they even get started… how your righteous skepticism of marketing is slowly killing your business… and a whole lot more that you can immediately apply to your business and marketing. Listen now. Show highlights include: The #1 deadliest mistake advisors who have been burned by scummy marketing agencies make (6:11) 5 words that can answer almost any marketing question you ever have and turn your confusion into confidence (6:59) A subtle mindset shift that helps you look forward to marketing instead of dreading it (7:41) How to override a natural human glitch that tricks you into procrastination and mediocrity (8:39) A rarely discussed wealth creation machine that flies over most advisors' heads (9:09) Why simply thinking about your competitors secretly sends your best prospective clients to them (this was originally uncovered by the "pioneer of success" in 1910 and it's even more true today) (14:45) How to grow your financial advice business by doing nothing other than staring at a wall for an hour (15:20) Try this covert, yet wildly effective marketing "strategy" to naturally attract wealthier and higher quality clients (15:58) Here's the reason you should fire your worst clients by the end of today (19:37) 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.
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10 Things I've Learned From 10+ Years Of Helping Advisors
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