Financial Advisor Marketing Podcast

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: 

Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services. 

And you know what? 

There are 5 specific secrets that help me keep clients longer—a...

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. 

And I get it: Outsourcing your lead generation to a third-party company is appealing. 

But there’s a big, fat problem with buying leads:

It’s like putting all your money into a savings account that only grows your wealth by 1% per year. Worst par...

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return. 

The difference between the two? 

Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I’ve never peeled back the curtain and reveal how I pick the best freelancers each time....

Mark Hansen, today’s podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field. 

But he’s been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years. 

Why?

Well, that’s what Mark and I chat about today. You’ll discover how Mark leverages the fundamentals to grow his bus...

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right: 

Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation. 

How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your busin...

We’re officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before. 

But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time?

Today’s guest, Mark Willis, kn...

If you’re creating content, but aren’t treating your content like any other asset… I guarantee you’re working too hard for not enough money. 

Why?

Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it. 

That’s why I invited Jonat...

There’s no shortage of marketing “experts” who are confident they know what they’re talking about.

But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case.

Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of succes...

My Inner Circle members often ask me whether or not financial advisors can have multiple niches. 

The answer?

Not only can you have multiple niches, but it’s easier (and more profitable) than you probably think. 

And you know what?

Since someone booked a $2,500, 30-minute consultation with me this week  about this topic, I’ll take you through the complete process, fro...

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working. 

Well, not only is this possible, but it’s the only proven route to growing both your business and your freedom. 

Of course, you can’t literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it. 

Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively. 

There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance. 

That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’...

Most people, including most financial advisors, are weak. 

They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. 

That’s the bad news. 

The good news? 

Building your discipline, asking for help despite your pride and ego, ...

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. 

Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing...

70% of financial advisors who clear over 7-figures per year have something in common: 

They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk. 

So, why don’t more financial advisors niche down? 

Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking the...

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son. 

But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around.

Why do fin...

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week. 

But this is the worst way to set up your email strategy. 

Why?

Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial service...

Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest Anna Kareis. 

But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she’s also a skilled marketer with valuable (and actionable) lessons. 

In this episode, Anna Kareis from...

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out. 

Why?

Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality co...

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients. 

Then there are other financial advisors who haven’t generated even one call from LinkedIn even though they post all the time. 

The difference? 

The first group understands the patterns of successful LinkedIn marke...