Financial Advisor Marketing Podcast

3 Hard Things Advisors Should Do To Set Themselves Up For Long-Term Success


Listen Later

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway. 

And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road. 

But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success. 

If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late. 

Listen now.

Show highlights include:

  • The insidious “second mistake” that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24)
  • Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34) 
  • How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19) 
  • How to ethically “morph” your audience’s mind to be more receptive to hiring you with the “Familiarity Principle” (10:29) 
  • The “just talk” LinkedIn strategy that can fill your calendar with high-quality prospects (15:46) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor Marketing PodcastBy James Pollard

  • 3.6
  • 3.6
  • 3.6
  • 3.6
  • 3.6

3.6

89 ratings


More shows like Financial Advisor Marketing Podcast

View all
Investing Insights by Morningstar

Investing Insights

491 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

188 Listeners

Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,006 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,016 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

966 Listeners