
Sign up to save your podcasts
Or


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:
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.
By James Pollard3.6
9393 ratings
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:
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.

3,213 Listeners

2,177 Listeners

286 Listeners

3,993 Listeners

2,026 Listeners

3,080 Listeners

464 Listeners

2,121 Listeners

920 Listeners

244 Listeners

114 Listeners

339 Listeners

131 Listeners

985 Listeners

151 Listeners