Lessons From An Advisor's First Six Months In Business episode artwork

EPISODE · Aug 21, 2023 · 39 MIN

Lessons From An Advisor's First Six Months In Business

from Financial Advisor Marketing Podcast

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.  But he's been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years.  Why? Well, that's what Mark and I chat about today. You'll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you've been a financial advisor.  Listen now. Show highlights include: How to know if you're in the right career or not (and what to do if you realize you're in the wrong career) (3:23)  The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52)  3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15)  The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it'd help you land new clients) (18:55)  The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25)  The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30)  One book that has nothing to do with financial advising that will make a direct impact to your business's bottom line (31:31)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  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. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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Lessons From An Advisor's First Six Months In Business

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Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 39 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on August 21, 2023.

What is this episode about?

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.  But he's been able to accomplish more for his financial advising business in 6 months than most advisors...

Can I download this Financial Advisor Marketing Podcast episode?

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