Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy!

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode.

Want to grow your business the lazy way?

Listen now.

Show highlights include:

• How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00)
• The simplest, yet most effective formula financial advisors can use to land more clients (4:03)
• The only 2 numbers that matter for the success of your financial advising business (4:28)
• Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48)
• The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02)
• 3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16)
• How to double your conversion rate without headaches, frustration, or lucrative investments (11:43)
• The lazy way to grow your business faster than 90% of financial advisors (12:37)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.

For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.

But there’s one tiny problem with this…

None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.

That’s the bad news.

The good news?

In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.

Listen now.

Show highlights include:

• You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)
• The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)
• The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)
• Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)
• How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)
• The top 4 marketing channels that high growth financial advisors use (19:14)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.

Most financial advisors believe that there’s a one-size-fits-all solution to marketing.

Not only is this true, but it’s dangerous.

Why?

Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.

In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths.

Listen now.

Show highlights include:

• How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20)
• The weird “psychic energy” secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19)
• The most neglected, yet effective marketing channel most financial advisors ignore (11:15)
• Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24)
• 3 “hidden” ways to follow up with prospects to actually turn them into paying clients (13:52)
• The “Angel Investor” method for turning your online ads into a repeatable and scalable marketing strategy (14:43)
• Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51)
• How “Repulsion Marketing” where you dissuade people from working with you limits your headaches while growing your bottom line (19:38)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.