Financial Advisor Marketing Podcast

Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.  And so, they do the same old things expecting better results, then burn out in the process.  Here’s the good news: If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau.  You might not like everything you hear. But if you implement it? Your life will look very different a year from now.  Listen now.  Show highlights include: 3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17)  Why nothing stifles your business’s growth more than being busy (5:10)  Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45)  These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18)  The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01)  The “task batching” productivity hack that frees up an extra week each and every month (13:06)  Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51)  How to grow your business by growing yourself (22:27)  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.

As much as 99% of your marketing problems can be summed up in one sentence:  You’re taking the easy route and doing the bare minimum.  You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance.  Worst part? I see more advisors falling into this irrelevance trap every time I log into LinkedIn.  And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice.  Listen now.  Show highlights include: The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15)  If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58)  4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17)  The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31)  The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55)  Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34) 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. 

One of the most common questions I get from financial advisors is, “How can I be more productive?”  The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).  But here’s the problem:  Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it.  But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode.  Listening today could add an extra 0 to your bank account down the road…  Listen now.  Show highlights include: This productivity hack that gurus won’t tell you has nothing to do with time (1:13)  A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)  The overlooked “ultradian rhythms” secret to extreme productivity (2:51)  Why working more than 2 hours in a single burst makes your productivity suffer (3:11)  3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)  This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51)  How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)   The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26)  How to change your very identity to align better with your goals (14:39)  Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.  Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.  And 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 people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients. But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success. This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again. Listen now! Show highlights include: The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31) How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33) Delicious lesson waffles can teach you about financial services. (4:25) Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47) How to make price resistance vanish into thin air and turn skeptics into clients. (8:22) “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19) Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)  

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects? It’s not luck, connections, or even intelligence.  It’s something far more fundamental than that.  In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life.  Best part? Once you know about these 2 fundamentals, you can improve at them like any other skill.  That’s what we’re covering in today’s show.  Listen now.  Show highlights include: Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55)  The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32)  3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45)  How to double your fees overnight without sacrificing a single client (8:20)  The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09)  The weird way higher fees can build more trust than resistance (12:55)  2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01)  Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.  Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.  And 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 advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.  Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do.  But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business.  They’re far more fundamental. And thus, less sexy.  But here’s what I can promise you:  If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner.  They’re that effective, but only if you actually do the work and implement them.  Listen now.  Show highlights include: 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49)  Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12)  The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30)  Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59) Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43)  Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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 are in for a rude awakening that’s coming sooner rather than later.  The golden age of advisor marketing is ending.  Once it ends?  Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.  I don’t say this to scare you but to prepare you:  Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good.  It’s your choice:  Listen now.  Show highlights include: 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)   The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50)  Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24)  4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16)  The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07)  Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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.

Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.  The only goal of marketing is far simpler than that: It’s getting clients.  If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their business.  That’s what we cover in today’s episode. You’ll discover the 23 marketing mistakes I see advisors repeating over and over again, so you don’t make them again.  Listen now.  Show highlights include: The cord, hard truth about why objectively inferior financial advisors make more money than you (0:50)  How selling financial plans, instead of what I reveal at the timestamp, to your clients can make them jump ship for a competitor (1:40)  The insidious trap of content marketing that most advisors don’t figure out until it’s too late (2:05)  How to serve your clients in such a way that clients refer new clients to you for things you don’t even sell (4:29)  Why financial advisors don’t compete with other advisors (and the true enemy you compete against) (5:44)  How having this one phrase on your website or services page will make ideal clients flee in terror (even if it’s littered across the vast majority of advisor websites) (6:51)  The trick for getting an unfair competitive edge over advisors with better offers and prices (7:55)  Why professional headshots, alphabet soup designations, and a pretty website don’t convey trust like you think (and the real way to build trust) (19:10)  The ONLY 2 ways to improve your marketing (everything else, besides what I say at the timestamp, is distracting fluff) (20:32)  Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.  And 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. 

New financial advisors make a ton of mistakes when they’re starting their financial advice business that can lead to burnout, your business going belly up, and endless frustrations caused by starting and growing your business with the wrong strategy.  In contrast, using the correct strategy can cause your business to grow faster, with fewer headaches and problem clients, so you reach even your most outlandish goals in half the time it takes a more skilled financial advisor.  And who doesn’t want to grow their business faster with fewer frustrations? In today’s show, I’m sharing the 25 things I’d do if I were a new financial advisor with no email list, no referrals, and no warm market.    Best part? Each thing in the list is based on what actually works in the real world.  Listen now if you’re a new financial advisor that wants to cut your marketing learning curve in half.  Show highlights include: Why educating your audience is the worst way to win their business (3:33)  How letting your market write all your marketing copy is the most foolproof plan to fill up your client roster in a hurry (5:44)  The specificity secret to designing marketing assets to fill your email list (while also increases your chances of converting a lead into a client) (6:32)  How to build a simple email sequence that makes your ideal clients eager to not only book a call with you, but hire you afterwards (7:20)  The #1 biggest revenue-crushing mistake financial advisors make with their website (9:55)  Why studying copywriting and marketing more than finance is the single best “investment” you can make in your business’s long-term growth (11:31) One almost-too-obvious tweak to make to your LinkedIn page that can fill your calendar to the brim with qualified leads (14:36)  How a simple, 5-minute video can be your marketing intern that generates high-quality appointments without costing you time or money (17:00)  The ONLY social media platform I recommend new advisors focus on (20:21)  If you’re a new financial advisor, I created something special for you to get your business up and running and scaling to the tune of your dreams. It’s called Your First Year As A Financial Advisor, and you can get it here: https://www.theadvisorcoach.com/your-first-year.html  And 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. 

Financial advisors commit several sins of advertising when they try to promote their business. And they don’t even realize how much it sabotages their business. For example: One of my recent Facebook Ad campaigns went from costing $9.38 per lead to only 93 cents per lead. But when I tell you how I did it, if you’re like most financial advisors, you’ll instantly write it off saying it’s too hard or too much work.  Worst part? It’s not nearly as expensive as bad advertising, marketing, or business building!  In today’s show, you’ll discover how I’m generating thousands of leads for mere pennies on the dollar - and how to approach business in a new way that lets you generate thousands of lead for dirt cheap too.  Listen now. Show highlights include: How I’ve generated 3,386 Facebook leads while pummeling the average cost per lead from $9.38 to an absurd 93 cents (0:33)  The #1 biggest mistake financial advisors make with their online ads that prevents them from absurd success (5:14)  The 20-20-20 rule that can reduce your cost per lead by up to 90.85% (6:15)  The insidious “Artist Trap” financial advisors fall into that sabotages their will to market (10:09)   One potential reason Facebook ads have never worked for you (12:46)  The only 3 things you need to do to become a superior business person and squash any pesky competitors (14:11)  The "Market Selection” secret that makes your services instantly more desirable to your ideal clients (15:07)  Try this simple video trick in your next ad to jack up your engagement to an uncomfortable level (19:47)  the discovery meeting playbook, proven scripts for financial advisors to convert prospects into clients. You can actually download that for yourself over at https://theadvisorcoach.com/discovery  And 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’ve noticed a trend among financial advisors:  Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses.  The other 99% shy away from harsh truths and try to ignore them. But here’s the thing…  You can’t ignore these harsh truths. If you’re making one of these mistakes, it’s only a matter of time before your business crashes and burns. Or worse, it’s locked in a purgatory state of mediocrity where your goals are forever out of reach.  Think you can stomach the harsh truths that only the top 1% of financial advisors can? There’s only one way to find out -  Listen now. Show highlights include: The harsh truth that no financial advisor wants to hear (but must hear because it can save your business) (1:32)  This social media mistake can make you depressed, force your business into bankruptcy, and gaslight you into thinking you’re being productive (2:42)  The single most criminally underrated business “skill” only the top 1% of financial advisors have (and how the 901 secret helps you build it) (4:05)  Listen to this if you let your anxiety run your business before it sabotages everything you worked so hard to build (6:59)  Why hobbies with quantifiable metrics can actually make you a more effective marketer for your financial advice business (15:22)  How leveraging your achievements in marketing, especially ones that aren’t related to financial success, attract your ideal clients while repelling the headache clients (18:45)  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. 

A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.  But you know what? He lost more than 50% of his business! Today, he has fewer than 600 members.  Why? Well, he made two business-sinking mistakes that I also see financial advisors making in their own businesses too.  In today’s episode, I share this cautionary tale with you, reveal the two massive mistakes he made that resulted in losing more than 50% of his business, and explain how you can avoid these mistakes in your financial advice business.  Listen now. Show highlights include: 2 big mistakes you must avoid in business if you want to attract and retain clients (0:33)  The tragic story about how a marketing legend lost 50% of his business in a year (and how to avoid the same fate with your business) (1:53)  Why even the best marketing assets won’t mean diddly if your financial advice business lacks this… (6:28)  A few ways to deliver ongoing value to your clients that prevents them from leaving you for a competitor (7:56)  The weird way charging more for your services helps your clients even more than it helps your bank account (9:37)  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. 

The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.  All clients aren’t created equally.  But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar? That’s exactly what you’ll figure out after listening to this episode.  Listen now. Show highlights include: The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15)  How to name your products in a way that sells them for you (2:20)  Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29)  How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25)  2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15)  These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50)  4 reasons to filter your potential clients with the “T Method" (17:42)  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. 

There are some prospective clients who, no matter how much they trust or value you, will never work with you.  And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.  But there is a solution to this problem:  Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you’ll transform most of them into clients too.  In today’s show, you’ll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one in your marketing.  Listen now. Show highlights include: The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40)  How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16)  The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29) Adding these few lines to your next email might just flood you with new appointments (10:13)  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.   

In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent.  Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters.  But… it’s not a beginner-friendly strategy. And I don’t have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose.  But I have studied these emails in depth and can get you started on sending this advanced email—if, and only if, your marketing and copywriting chops are up to snuff.  Think you’re advanced enough as a marketer to give them a shot? Listen now. Show highlights include: Why financial advisors who try to mimic my “stream of consciousness” emails fall flat on their face (5:29)  The “Fall Back Task” secret for turning a day that completely flew off the rails into a success (6:25)  How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19)  Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52)  5 reasons my 12 “stream of consciousness” emails have been some of my most profitable emails of all time (14:11)  How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35)  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. 

Your mindset is often the deciding factor between unfathomable success and ordinary mediocrity. This is as true in marketing and sales as it is in relationships and life.  But most financial advisors live their lives on a kind of emotional autopilot without even considering how their internal world creates their external world.  I’m changing that today by interviewing one of the world’s best mindset coaches for financial advisors, Nina Cooke.  If you’ve been stuck at the same point in life no matter what you try, then there’s probably something wonky in your internal software that’s keeping you from reaching your pinnacle of success.  And in today’s show, Nina explains how your internal feelings manifest in the real world in practical terms. And she gives you a way to upgrade your mental software, so you reach your goals almost automatically.  Listen now. Show highlights include: How your mindset can make the difference between a wildly successful ad campaign or one that results in no tangible results (5:31)  Earl Nightingale’s “2 Hardships” secret that helps you trick your brain into enjoying all the boring aspects of your career that bring you closer to your goals (7:02)  Why our instant gratification society will slowly crush your financial advice business (and how rewire your brain for long-term success) (12:08)  The only 2 things you need to master any skill (and why most people fail to do it) (13:32)  Why you’re reading books the wrong way (and how to approach it like a student, so you “download” the lesson into your mental software) (14:14)  How to conquer the single most defeating mindset glitch most advisors have (18:28)  Why your inner self-image will either “force” you into unbelievable success or ordinary mediocrity (19:33)  How to test how emotionally attached you are to your goals (and why this makes the difference between reaching it or not) (22:22)   Try this “33x33x33 Exercise” if you’re serious about changing the trajectory of your business and life (24:56)  The almost too simple 3-step process to reach all of your goals (29:16)  Nina put together a special resource for advisors who do not know why they cannot make more money and have more success. If you want to identify exactly which limiting beliefs you have that are blocking you from becoming wealthier and more successful, check it out here: https://resources.ninacooke.co.uk/scorecard-fa  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. 

Marketing gurus have manipulated otherwise innocent business owners for as long as the term existed. But I’ve noticed that there’s a certain type of financial advisor, based on personality typing, that’s particularly vulnerable to being manipulated.  Why?  Well, it’s almost as if their personality type works against them. And good marketers know the deep and dark psychological secrets that can make this type act—even if it won’t move them towards their goals! If you’ve been a victim of a marketing guru’s manipulative tactics, don’t worry. This episode explains how it happens, why it happens to you, and how to avoid being duped by a clever marketing guru again. Listen now. Show highlights include: A dark psychological truth you won’t hear anywhere else that can prevent you from getting robbed blind by a marketing guru (3:55)  Why what you do is never as important as why you do it (this is not just true in marketing and business, but it all aspects of your life) (5:02)  4 questions you must answer to train your brain to think more strategically instead of tactically (7:38) How searching for the “right way” to do your marketing leads to an early grave for your financial advising business (13:19)  These 8 words make the difference between between staying stuck in a cycle of short-term wins and building something sustainable and meaningful long-term (14:30)  Here are the most common “benefits” manipulative marketing gurus use to ransack your marketing budget (14:58)  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’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. And my answer is always the same:  It depends.  It depends on how profitable you are, how much you charge per client, how much you’re willing to deal with headache clients, and the list of variables goes on indefinitely and is wildly different from business to business.  But that doesn’t explain why this question is a pet peeve…  The real problem with this question is that it reveals a deeper problem: The wrong approach to marketing your financial advice business.  I explain why it’s the wrong approach and reveal a more effective and profitable approach in today’s show.  Listen now. Show highlights include: Why wondering how much you should pay per lead is the wrong approach that leads to an unstable business (and what to focus on instead) (2:19)  How worrying about the average marketing metrics of other financial advisors “neuters” your marketing (3:48)  The weird way the lowest cost per lead can bankrupt your business faster (4:53)  The single stupidest marketing strategy that tricks financial advisors into lighting their dollars on fire (7:58)  How to leverage marketing assets and systems to pay a fraction of what other financial advisors pay on a per lead basis (and have a higher chance of converting them into paying clients) (11:20)  The “no bad metrics” secret for reframing how you approach marketing that automatically makes each campaign more profitable (17:17)  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. 

A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful.  And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have.  In today’s show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do.  Listen now. Show highlights include: The 4 areas of personal growth that indirectly result in business success (1:07)  The weird way to grow your financial advice business by going to the gym (3:30)   Why getting in a good relationship is the #1 most important thing to do for your mental health and, thus, your business (8:44)  How taking frequent breaks makes you more productive and impactful (even if it seems like a version of procrastination) (11:23)  Why the Bible is the single most effective self-help book you’ll ever read (14:05)  What a multiple-hour conversation with ChatGPT revealed to me about humanity’s free will (or lack thereof) (15:17)  Why your skills aren’t responsible for your success, this is… (19:03)  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. 

Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy.  What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth? Well, that’s exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average financial advisor firm.  And in this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors.  Listen now. Show highlights include: How an authentic origin story behind why you became an advisor gives you an unfair advantage that your competitors can’t mimic (2:47)  The trick for naming your firm in a way that magnetizes your ideal clients (here’s how Larry did it for his firm) (4:43)  The “Joy Factor” secret that responsible for Larry’s firm growing by 15% per year when most firms are happy to reach 2% per year (9:29)  How “budget shaming,” a common habit of financial advisors, makes your best clients jump ship to your competitor (10:43)  A few simple questions to “hack” into prospective clients’ minds and figure out exactly what they need to recommend you to all their friends (14:40)  How to grow your business by traveling and sharing it on social media (24:03)  The weird and fun “hockey arena” content creation secret that made Larry Sprung live rent-free in my mind until this episode (25:56)  Want to figure out how to unlock the secrets to a joy-driven practice? Well, Larry’s created a webinar about this idea called The Power of Positive Money Conversations that’s so popular he had to create a waitlist for it! Join the waitlist here: https://joyfuladvisor.com  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.