3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them) episode artwork

EPISODE · Jun 28, 2021 · 26 MIN

3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)

from Financial Advisor Marketing Podcast

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals. But you don't have to use those outdated methods that chase prospects away. In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn again.  In this episode, you'll find out how to correct those mistakes and make your inbound marketing magnetize clients.  Ready to get more clients with less work? Listen now!  Show highlights include:   The 2 components of a marketing strategy that gets clients right away (without sacrificing your long-term success) (10:34) Why most advisors leave money on the table by having a great LinkedIn profile. (14:46) The most important KPI for your inbound marketing (and the free software tool that helps you maximize it) (18:43) How to identify prospects that are ready to set an appointment and close them (even if they've never talked to you before) (21:30) 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. Discover how to get even better at marketing yourself with 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 https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Episode metadata supplied by the publisher feed · Published Jun 28, 2021

Embed this episode

Ready to play

3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)

0:00 26:41

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 26 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on June 28, 2021.

Can I download this Financial Advisor Marketing Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!