Financial Advisor Marketing Podcast

What To Do Now To Ensure You’re Successful In Ten Years


Listen Later

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. 

I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).  

So, here’s the harsh truth:

You’re playing too small. 

If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if. 

Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business. 

Listen now.

Show highlights include:

  • The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10)
  • What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)  
  • The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35) 
  • The single most important piece of advice that I wish I received when I was younger (10:05) 
  • How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17) 
  • Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47) 
  • The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19) 
  • Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)  

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

92 ratings


More shows like Financial Advisor Marketing Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,194 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

415 Listeners

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

The Perfect RIA

455 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 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

240 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Ask The Compound by The Compound

Ask The Compound

312 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

137 Listeners

Top Advisor Podcast by Bill Cates

Top Advisor Podcast

35 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Becoming An Elite Financial Advisor With Sten Morgan by Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

91 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

745 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 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

140 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners