What I've Learned From 10,000+ Conversations With Financial Advisors (Part 1) episode artwork

EPISODE · Oct 9, 2023 · 24 MIN

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 1)

from Financial Advisor Marketing Podcast

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015.  Through these conversations—because advisors feel safe to share the whole picture (which isn't the case at seminars or webinars)—I've cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one.  And you know what?  In today's episode, I'm revealing these secrets with you, so you have no more excuses as to why you're not as successful as you could be.  Nobody's gonna save you or grow your business for you. But this episode is the next closest thing you can get to that.  Listen now.  Show highlights include: 3 "hidden" perks financial advisors get from having a podcast (even if it doesn't result in as many sales as running ads) (2:32)  How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39)  The "public places" trap most financial advisors fall into which dooms them to mediocrity (7:18)  I've had over 10,000 private conversations with financial advisors: Here's what separates the wealthy from the average… (8:01)  How to make your clients (and yourself) become stinkin' filthy rich by leveraging the "Modest ROI" secret (8:13)  The almost too-simple way to get a 152% ROI when you invest in THIS (11:02)  The "Holy Grail" of financial advisor marketing which trumps every other type of marketing you do (18:17)  How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11)  The "Big 3" marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  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

NOW PLAYING

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 1)

0:00 24:21

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 24 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on October 9, 2023.

What is this episode about?

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015.  Through these conversations—because advisors feel safe to...

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!