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April 29, 2024 17 mins

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy! 

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode. 

Want to grow your business the lazy way? 

Listen now. 

Show highlights include:

  • How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00) 
  • The simplest, yet most effective formula financial advisors can use to land more clients (4:03) 
  • The only 2 numbers that matter for the success of your financial advising business (4:28) 
  • Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48) 
  • The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02) 
  • 3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16) 
  • How to double your conversion rate without headaches, frustration, or lucrative investments (11:43) 
  • The lazy way to grow your business faster than 90% of financial advisors (12:37) 

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.

If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.

For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

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