5 Marketing Mistakes Experienced Financial Advisors Make episode artwork

EPISODE · Jun 24, 2024 · 21 MIN

5 Marketing Mistakes Experienced Financial Advisors Make

from Financial Advisor Marketing Podcast

Even as an experienced advisor with a successful business, I'm willing to bet you're making at least one of these five marketing mistakes.  Because here's the thing…  While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you've been in the business or how many clients you currently have.  Best part?  While these mistakes can bubble underneath the surface, they're also easy to fix.  In today's show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.  Not only does this alleviate your worries, but it can also grow your business.  Listen now.  Show highlights include: How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06) Why seasoned financial advisors feel the "sting" of this marketing mistake more than brand new ones (3:13)  The "new client" trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01)  How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08)  Why outsourcing your website or email copy can make your dream clients run away from you (12:29)  How to "borrow" credibility, trust, and even clients from other professionals (13:49)  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. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

NOW PLAYING

5 Marketing Mistakes Experienced Financial Advisors Make

0:00 21:45

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.

That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! DIOSA. Carolina Sanper This podcast is a sacred space created by Carolina Sanper where you connect with your inner wisdom and embody your magnetic feminine power.It is the realization that the mystical realm is where you plant the seeds of your desired reality.It is a portal to your true essence: awareness, presence, and receiving with ease. Welcome home, DIOSA. 🖤 XXX Tech by SOVRYN Dr. Brian Sovryn The crossroads between technology, sensuality, and metaphysics - and the longest running anarchist podcast in the world! Brought to you by Dr. Brian Sovryn.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 21 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on June 24, 2024.

What is this episode about?

Even as an experienced advisor with a successful business, I'm willing to bet you're making at least one of these five marketing mistakes.  Because here's the thing…  While none of these mistakes are powerful enough to bankrupt your business today,...

Can I download this Financial Advisor Marketing Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!