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February 26, 2024 25 mins

I’m acting like a mad scientist in this episode:

I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test. 

Why? 

Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. 

But more importantly, there are many financial advisors who shy away from their true personality because they don’t realize it gives them a bona fide competitive edge. 

Plus, you’ll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it. 

Listen now. 

Show highlights include:

  • The most important attribute on the HEXACO personality test (4:08) 
  • How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32) 
  • Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46) 
  • The weird reason financial advisors who can’t tolerate physical pain aren’t as successful on average (11:57) 
  • The equally weird reason anxious financial advisors are more success on average (13:05) 
  • Why public speaking is a “force multiplier” for the growth of any financial advisor (16:23) 
  • The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53)  

83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan  

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.

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