25 Things I’d Do If I Were A New Financial Advisor

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.