When Financial Advisors Should (And Shouldn't) Give Value episode artwork

EPISODE · Jun 24, 2019 · 17 MIN

When Financial Advisors Should (And Shouldn't) Give Value

from Financial Advisor Marketing Podcast

You've heard internet "experts" talk about giving value before doing business with someone. Following their advice might kill your business. You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term. In this episode, you'll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love. Show highlights include: How to make yourself implement all the business-boosting information you consume. (3:20) What separates smart financial advisors (who get rich) from those who stay poor. (4:25) Why you don't need a webinar or other fancy marketing systems to run a successful business. (5:45) The biggest mindset mistake financial advisors make in their marketing (you can stop all your marketing if you don't correct this). (8:30) Go to the 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Episode metadata supplied by the publisher feed · Published Jun 24, 2019

Embed this episode

NOW PLAYING

When Financial Advisors Should (And Shouldn't) Give Value

0:00 17:23

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.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 17 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on June 24, 2019.

Can I download this Financial Advisor Marketing Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!