The bar to stand out as a financial advisor is incredibly low.

Why?

Because most advisors think, for some reason, that their profession is immune from market forces.

This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.

And it gets way worse…

The study also found that people value their financial advisors less than they value the services provided by almost any other kind of professional: from personal trainers to pool cleaners to nannies and almost every other service you can think of.

Read that again: Your clients value their pool cleaner more than you.

The good news is that the bar to stand out is incredibly low. And after you listen to this episode, you'll understand why so many clients plan to fire their financial advisor… and how you can be one of the few advisors whose clients would never even think of firing you.

Listen now.

Show highlights include:

• Why wealthy clients value almost every other service they pay for more than they value financial advisors (0:38)
• Think you won't be fired because you serve high-net-worth clients? Here's why wealthy clients are more likely to fire you than a low net worth client (1:40)
• The "point to" secret for making your clients value your services more than their weekly pool cleaner (this might sound silly, but it silently sabotages so many advisors' bottom line) (3:44)
• How to be the advisor that doesn't get fired when your clients go through their expense reports (7:09)
• Why thinking and approaching your marketing like Zillow does with real estate can prevent AI from stealing all your clients (10:13)
• 3 things that every client who hires a financial advisor wants from them (13:11)
• The "Value Packaging" method that turns all the invisible things you do for clients into real, tangible, perceived value (17:00)

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.

Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…

The lie?

Educating, teaching, and "giving value" in your marketing. While this might seem like a strategy that works, it collapses immediately when you think about it.

Here's why:

When you're teaching and "giving value," you're activating the logical side of the brain, not the emotional side. But the emotional side is the one that buys and invests in anything.

That's the bad news.

The good news?

In today's show, you'll discover how you can get better results than the so-called marketing experts and 3 marketing shifts you can implement this week that will improve your marketing across the board.

Listen now.

Show highlights include:

• Why listening to so-called marketing experts is particularly lethal for financial advisors (1:18)
• How teaching in your marketing makes prospective clients run away and hand their money to another advisor (1:59) '
• The only 2 things that causes the human brain to take action that reveals why teaching is not an effective marketing strategy (4:37)
• 3 marketing shifts to make in your business (and I'll be floored if following these 3 shifts doesn't radically improve your marketing performance) (6:45)
• The "Trans" mistake almost every financial advisor makes that stifles their marketing efforts (16:04)
• 4 real life ways to frame your "comprehensive financial plan" that your prospective clients actually care about (16:45)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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.

I have a confession:

I was wrong about using AI for marketing. Especially for financial advisors.

I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categorically fails for financial advisor marketing for one glaring reason:

The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook. It's the purest form of average possible.

And since financial advisor marketing is fundamentally different from marketing for other industries, it will only waste your time and your money.

That's the bad news.

The good news?

In this episode, I share a new and little-known AI tool that fixes this "source material" problem for financial advisors.

Listen now.

Show highlights include:

• How chasing bright, shiny objections in your business will make you unhappier in your personal life (3:26)
• Why becoming a better AI prompter is a waste of time that won't improve your marketing and might even plant the seeds of your financial advice business's destruction (4:06)
• AI's big, fat "source material" problem that explains why using it for marketing will always generate lackluster results (especially for financial advisors) (5:16)
• The only AI tool that I can confidently recommend to financial advisors who want to improve their marketing (13:03)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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.