Financial Advisor Marketing Podcast

How To Identify Your Best Clients


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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. 

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Financial Advisor Marketing PodcastBy James Pollard

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