How To Sell $10,000 Financial Plans episode artwork

EPISODE · Jun 23, 2025 · 22 MIN

How To Sell $10,000 Financial Plans

from Financial Advisor Marketing Podcast

Most people think prospects and customers buy based on price. But they're missing something important. And if you're missing it too, it's definitely costing you clients. But don't worry, because in this episode I'll share this missing piece and show you how to use it to get more high-value clients. I'll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success. This is one of the most valuable episodes I've ever recorded. Worth listening to again and again. Listen now! Show highlights include: The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31) How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33) Delicious lesson waffles can teach you about financial services. (4:25) Questions prospects ask themselves but won't say out loud. Grow your client roster by knowing how to answer these. (7:47) How to make price resistance vanish into thin air and turn skeptics into clients. (8:22) "Ethical FOMO" you can give your prospects that makes choosing you a no-brainer. (14:19) Surprising reason you'll never sell a $10,000 financial plan by proving it's worth $10,000. (20:00)  

NOW PLAYING

How To Sell $10,000 Financial Plans

0:00 22:23

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 22 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on June 23, 2025.

What is this episode about?

Most people think prospects and customers buy based on price. But they're missing something important. And if you're missing it too, it's definitely costing you clients. But don't worry, because in this episode I'll share this missing piece and show...

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!