Marketing Reality Check For Financial Advisors episode artwork

EPISODE · Sep 29, 2025 · 16 MIN

Marketing Reality Check For Financial Advisors

from Financial Advisor Marketing Podcast

Most advisors need a marketing reality check:  They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don't line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it's too hard.  If you're not showing up consistently, day in and day out, then you aren't "marketing." You're making excuses while your competitors are getting ahead.  Today's show gives you your medicine. You may not like what you hear, but you'll thank me later for waking you up.  Listen now. Show highlights include: The one pattern I've noticed amongst unsuccessful financial advisors that holds them back (1:07)  The 2 only ways financial advisors can improve their marketing (2:59)  4 questions that will give you a marketing reality check you won't be able to ignore, but will boost every marketing activity you do (3:52)  This competitive advantage requires no skill or talent, and yet, most financial advisors never even consider it (13:24)  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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Marketing Reality Check For Financial Advisors

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This episode was published on September 29, 2025.

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