Financial Advisor Marketing Podcast

How To Identify Your Best Clients


Listen Later

The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.

All clients aren't created equally.

But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar?

That's exactly what you'll figure out after listening to this episode.

Listen now.

Show highlights include:

  • The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15)

  • How to name your products in a way that sells them for you (2:20)

  • Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29)

  • How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25)

  • 2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15)

  • These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50)

  • 4 reasons to filter your potential clients with the "T Method" (17:42)

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

3,216 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

285 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,994 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,083 Listeners

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

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

The Long View by Morningstar

The Long View

913 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

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

Ask The Compound by The Compound

Ask The Compound

338 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

987 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

151 Listeners