5 Secrets That Can Help You Keep Clients Longer

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—and they can help you keep clients longer too (even if you charge more than $99). 

In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line. 

Listen now.

Show highlights include:

• How to get a churn rate of only 0.4% for your financial services (2:55)
• Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27)
• The “ROI Spell Out” secret for making your clients know instantly that hiring you will grow their wealth (even if they’ve worked with subpar financial advisors in the past) (9:46) 
• How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38) 
• Why the best way to increase your bottom line, reduce your churn rate, and grow your clients’ wealth is by telling them no more often (16:29) 
• The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47) 

Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt 

Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html 

Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources: