Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing.

That's the bad news.

The good news?

If your niche is too broad, I can help you fix it in 20 minutes.

But only if you listen to this episode.

Show highlights include:

• 3 reasons why having a broad niche makes your marketing less persuasive and less effective (2:48)
• How to hack the reticular activating system of prospective clients and ethically force them to trust you (3:10)
• Why financial advisors are at risk for being seen as commodities to your clients (and how to prevent your clients from treating you like a commodity) (4:50)
• How to "get away" with charging two to three times more without losing any clients (and perhaps even attracting more clients) (6:17)
• Why simply niching down can make your closing rate skyrocket (10:04)
• 6 questions that will make your niche crystal clear and narrow enough to be effective (15:28)
• The "What Hurts" niche creation secret that can improve your entire marketing strategy overnight (17:53)
• My single favorite niche-building secret that almost no other financial advisor uses (20:57)

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.

Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.

You could be the best advisor in the world with the best track record of wealth creation - but it won't matter if you're so bland nobody remembers your name.

If you actually want to get more clients, then you need to be willing to be a little unusual.

And that's what you'll discover when you listen to this episode. I'm sharing some of my most unusual (and effective) marketing tricks that will land you more appointments and more clients.

Listen now.

Show highlights include:

• The "honey cinnamon butter" secret that, when used correctly, will get you more clients (1:10)
• How inserting your hobbies, favorite restaurants, and kids into your marketing can "pre-sell" a prospective client and make them only interested in working with you (3:23)
• The strange, but true reason sharing your worst financial mistakes can make someone want to hire you as their financial advisor (4:28)
• Try adding this to the PS of your next email to stand out from the sea of generic, boring, and forgettable advisors (4:50)
• How to tap into and alleviate the deep-rooted fear most prospective clients have and instantly melt their hesitation (10:02)
• 10 words that can make the most skeptical prospective buyer whip out their credit card and pay you on the spot (14:24)

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.

The bar to stand out as a financial advisor is incredibly low.

Why?

Because most advisors think, for some reason, that their profession is immune from market forces.

This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.

And it gets way worse…

The study also found that people value their financial advisors less than they value the services provided by almost any other kind of professional: from personal trainers to pool cleaners to nannies and almost every other service you can think of.

Read that again: Your clients value their pool cleaner more than you.

The good news is that the bar to stand out is incredibly low. And after you listen to this episode, you'll understand why so many clients plan to fire their financial advisor… and how you can be one of the few advisors whose clients would never even think of firing you.

Listen now.

Show highlights include:

• Why wealthy clients value almost every other service they pay for more than they value financial advisors (0:38)
• Think you won't be fired because you serve high-net-worth clients? Here's why wealthy clients are more likely to fire you than a low net worth client (1:40)
• The "point to" secret for making your clients value your services more than their weekly pool cleaner (this might sound silly, but it silently sabotages so many advisors' bottom line) (3:44)
• How to be the advisor that doesn't get fired when your clients go through their expense reports (7:09)
• Why thinking and approaching your marketing like Zillow does with real estate can prevent AI from stealing all your clients (10:13)
• 3 things that every client who hires a financial advisor wants from them (13:11)
• The "Value Packaging" method that turns all the invisible things you do for clients into real, tangible, perceived value (17:00)

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.

Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…

The lie?

Educating, teaching, and "giving value" in your marketing. While this might seem like a strategy that works, it collapses immediately when you think about it.

Here's why:

When you're teaching and "giving value," you're activating the logical side of the brain, not the emotional side. But the emotional side is the one that buys and invests in anything.

That's the bad news.

The good news?

In today's show, you'll discover how you can get better results than the so-called marketing experts and 3 marketing shifts you can implement this week that will improve your marketing across the board.

Listen now.

Show highlights include:

• Why listening to so-called marketing experts is particularly lethal for financial advisors (1:18)
• How teaching in your marketing makes prospective clients run away and hand their money to another advisor (1:59) '
• The only 2 things that causes the human brain to take action that reveals why teaching is not an effective marketing strategy (4:37)
• 3 marketing shifts to make in your business (and I'll be floored if following these 3 shifts doesn't radically improve your marketing performance) (6:45)
• The "Trans" mistake almost every financial advisor makes that stifles their marketing efforts (16:04)
• 4 real life ways to frame your "comprehensive financial plan" that your prospective clients actually care about (16:45)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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.

I have a confession:

I was wrong about using AI for marketing. Especially for financial advisors.

I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:

The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook. It's the purest form of average possible.

And since financial advisor marketing is fundamentally different from marketing for other industries, it will only waste your time and your money.

That's the bad news.

The good news?

In this episode, I share a new and little-known AI tool that fixes this "source material" problem for financial advisors.

Listen now.

Show highlights include:

• How chasing bright, shiny objections in your business will make you unhappier in your personal life (3:26)
• Why becoming a better AI prompter is a waste of time that won't improve your marketing and might even plant the seeds of your financial advice business's destruction (4:06)
• AI's big, fat "source material" problem that explains why using it for marketing will always generate lackluster results (especially for financial advisors) (5:16)
• The only AI tool that I can confidently recommend to financial advisors who want to improve their marketing (13:03)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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.

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.

But there are some problems I can't fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.

And in this episod,e I'm sharing 15 of them.

I'll explain what they are, why I can't fix them, and why they're destructive to financial advisors. I'll also help you see (if any of them apply to you) how you can work through them so they don't hold you down forever.

Listen now!

Show highlights include:

• Why platitudes from "nice" people keep you stuck in mediocrity. (5:26)
• Heartbreaking reason many financial advisors fail. (8:29)
• How avoiding risk becomes the biggest risk. (8:47)
• Flawed "savings" strategy even financial advisors fall for. And how to keep it from costing you a fortune. (11:12)
• "Green light" to do the work, even when you aren't motivated. (13:06)
• Surprising way to filter feedback so you can ignore what stinks without missing what you need. (14:48)
• What really causes your analysis paralysis? (16:26)

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.

Success isn't complicated.

But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.

Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.

This one thing, taught in the Bible and proven by experience, has enabled all my success. And if you're ready to truly listen, this could be the most valuable podcast you ever hear.

Listen now!

Show highlights include:

• What recently received "nastygrams" reveal about toxic ego. (3:57)
• How an age-defying dog can keep humble and eager to learn. (5:46)
• Ethical way to learn from anybody, even if they're deeply flawed. (7:19)
• What the Bible says about seeking advisors and counsel, and the blunt term it uses for people who won't. (7:52)
• "Terrifying" secret advantage to stay on top of your game. (8:57)
• How to defer to your superiors without abandoning reason and compromising your values. (11:48)
• "Gravitational pull" that prevents competent financial advisors from getting more clients. (14:14)
• What it really means to listen, and how to use your listening skills to leapfrog your peers. (15:34)
• My proprietary strategy to reach the top 1% in the skill of your choice. (20:06)

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.

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice:

Your market believes it does!

That's the bad news.

The good news?

You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.

In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action.

Listen now.

Show highlights include:

• Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)
• 4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)
• How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)
• An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)
• How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)
• My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)
• How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)
• Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)
• 4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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.

It shocks me how many financial advisors struggle with their own finances.

If you struggle with your own money, how do you expect any clients to trust you with their money?

But that's the unfortunate reality for far too many advisors. That's why I recorded this episode.

I'm going to show you how to force yourself to make more money.

Listen now.

Show highlights include:

• Why being psychologically congruent gives you an unfair leg up over almost every advisor you'll compete against (2:04)
• The neglected "circulation" secret for almost magically filling your pipeline with highly qualified prospective clients (3:30)
• How your friends and family might be keeping you broke (and what to do about it) (6:33)
• A simple formula any financial advisor can follow to double or even triple their income (11:54)
• How research and planning only delays your wealth (and may sacrifice it completely) (14:12)
• How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12)

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.

Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they're rooted in your prospective client's insecurities, and have absolutely nothing to do with you.

But there's another problem:

Your prospective clients also aren't about to open themselves up like you're their therapist and tell you about all of their biggest fears and insecurities.

That's the bad news.

The good news?

There's a way to uncover this intel, incorporate it into your marketing, and dismantle their objections before they even put words to their emotions.

And that's what I show you how to do in this episode.

Listen now.

Show highlights include:

• This is probably the #1 most effective marketing secret I've ever learned (and it's also the most looked over by other advisors) (0:33)
• The single most dominant emotion prospective clients have before meeting with you (1:11)
• Why financial advisors consistently get disappointed when they implement funnels recommended by Alex Hormozi, Russell Brunson, and Gary Vee (2:23)
• The "inner world" mindset shift that instantly relieves you of taking objections personally (3:51)
• How to make a prospective client tell you their biggest objections so you dismantle them before they ever come up in conversation (5:33)
• Why engineers and physicians object to your financial services (6:05)
• How to pre-handle objections in your marketing before ever even meeting a prospective client (7:15)
• A real life demonstration of Pollard AI in action (think it could help you become a better marketer? find out at…) (10:55)

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.