How Financial Advisors Can Become Radically Relevant (With Bill Cates) episode artwork

EPISODE · Nov 30, 2020 · 36 MIN

How Financial Advisors Can Become Radically Relevant (With Bill Cates)

from Financial Advisor Marketing Podcast

If you want to be better, wealthier and more successful than any of your competitors, you can't market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings.  Those tactics can build a mediocre business. But they won't attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you.  Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now! Show highlights include: The "Layer Cake Method" that makes your ideal clients chase you. (6:55)  Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48) How dumbing down your marketing attracts smarter, wealthier clients. (12:11) Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37) How your website supercharges your marketing (even if no one ever visits it). (23:18) 3 "Mad Libs"-like exercises that show you exactly what to say to clients. (28:15) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to become an even better marketer? Check out these resources too:  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html  

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