Financial Advisor Marketing Podcast

How Advisors Can Avoid Commoditization


Listen Later

I had a slimy experience with a popular mattress company after they didn't honor my warranty (even though I was within their 10-year warranty period).

And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.

So, my misfortune is your gain…

In today's show, you'll discover all the various ways you can prevent your financial advice business from becoming commoditized.

Listen now.

Show highlights include:

  • How to get more clients by offering them less than your competitors (1:39)
  • 2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44)
  • The unsexy secret for dominating the financial advisor industry to the point where you don't even have to think about your competitors (6:50)
  • The "S-word" that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)
  • Here's one of the biggest differences in behavior I've seen between wildly successful financial advisors and mediocre ones (12:28)
  • 3 more "obvious" yet overlooked ways to avoid becoming a commodity (18:23)

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.

...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

93 ratings


More shows like Financial Advisor Marketing Podcast

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,217 Listeners

Masters in Business by Bloomberg

Masters in Business

2,168 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

283 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,986 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,013 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,085 Listeners

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

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

The Long View by Morningstar

The Long View

905 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

247 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Ask The Compound by The Compound

Ask The Compound

314 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

130 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,032 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners