Financial Advisor Marketing Podcast

How To Sell Ongoing Financial Advice


Listen Later

Many financial advisors squirm about the idea of selling ongoing financial advice. 

For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients. 

The result? 

Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets. 

But here’s the thing:

In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too. 

In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too. 

Listen now. 

Show highlights include:

  • The single most important fundamental thing you need in order to successfully sell your financial advice (1:22) 
  • 2 beliefs you must have in order to outsell any of your competitors (1:45) 
  • How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35) 
  • The religious argument for why you should charge more for your services (Best part? You don’t have to be religious to do this!) (6:37) 
  • Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49)
  • How thinking like a lawyer or doctor can triple your business by this time next year (10:29) 
  • 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48) 
  • The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06) 
  • 4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (19:02) 

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

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