How Advisors Can Avoid Commoditization episode artwork

EPISODE · Aug 4, 2025 · 22 MIN

How Advisors Can Avoid Commoditization

from Financial Advisor Marketing Podcast

I had a slimy experience with a popular mattress company after they didn't honor my warranty (even though I was within their 10-year warranty period).  And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.  So, my misfortune is your gain… In today's show, you'll discover all the various ways you can prevent your financial advice business from becoming commoditized.  Listen now.  Show highlights include: How to get more clients by offering them less than your competitors (1:39)  2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44) The unsexy secret for dominating the financial advisor industry to the point where you don't even have to think about your competitors (6:50)  The "S-word" that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)  Here's one of the biggest differences in behavior I've seen between wildly successful financial advisors and mediocre ones (12:28)  3 more "obvious" yet overlooked ways to avoid becoming a commodity (18:23)  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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This episode was published on August 4, 2025.

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