Financial Advisor Marketing Podcast

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results. 

The problem?

You're vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That's it. If your plan isn't that simple, you're wasting a bunch of your time for nada. 

Here's the good ne...

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. 

And you know what? Most of the information can actually harm your business. 

That ends today. 

In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will h...

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started. 

But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM. 

That's w...

Most advisors need a marketing reality check: 

They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don't line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it's too hard. 

If you're not showin...

Here's a harsh truth that most financial advisors don't realize until it's far too late:

It's an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches.

But most advisors never think about "repellan...

What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads?

Do you think you'd be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business?

Well, there's only one way to find out:

I get tactical in today's show, and reveal a proven three-step...

Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it's painfully true.

They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact:

Making money is a skill, which, like other skills, can be honed and improved over time. It's really no different...

Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you've enslaved yourself for less money than a full-time job would pay you?

If your business isn't giving you the lifestyle you dreamed about as a kid, you're doing something seriously wrong. 

That's the bad news. 

The good news?

I recently made a big, fat, rookie mistake in an advertising campaign.

The mistake? 

I tried to justify an objection I imagined my ideal customers had… except they didn't have this objection and the advertising copy completely backfired on me. 

But you know what?

Since I suffered the humiliation of this mistake, you don't have to.

When you liste...

Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. 

I don't want that to be you (even if you're currently trapped like most seasoned advisors are).  

So, here's the harsh truth:

You're playing too small. 

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition. 

But wait - there's more!

Not only is AI planting the seeds to your business's destruction…  but it's also literally stealing your mind and cognitive functions. I'm not just making this up either: MIT recently proved this....

I had a slimy experience with a popular mattress company after they didn't honor my warranty (even though I was within their 10-year warranty period). 

And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients. 

So, my misfortune is your gain…

In today's show, you'll discover all the vario...

There's a chance you'll either love this episode… or you'll stop listening halfway through because you feel personally attacked. 

Here's why: 

After spending over a decade working closely with thousands of financial advisors, I've discovered that there are 15 signs a financial advisor isn't going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one...

Real world marketing is not about theory. It's about behavior. It's about figuring out what actually works to get attention, drive clicks, and land conversations. 

Since I've sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't.

I had a few shocking discoveries… some that flew in the face of conventiona...

Many financial advisors reach the $250k mark in business and stall out. They might've heard the old cliche that what got you here won't get you to where you want to go. But they haven't internalized what that really means. 

And so, they do the same old things expecting better results, then burn out in the process. 

Here's the good news:

If you're stuck around the $250k m...

As much as 99% of your marketing problems can be summed up in one sentence: 

You're taking the easy route and doing the bare minimum. 

You might feel like you're moving mountains, but a closer look would reveal you're just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quie...

One of the most common questions I get from financial advisors is, "How can I be more productive?" 

The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on). 

But here's the problem: 

Most productivity books and coaches layer on the fluff because they don't actually want you to get more productive. ...

Most people think prospects and customers buy based on price. But they're missing something important. And if you're missing it too, it's definitely costing you clients.

But don't worry, because in this episode I'll share this missing piece and show you how to use it to get more high-value clients. I'll also help you see how to differentiate yourself from your competition, and why this ability is critical ...

What's the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?

It's not luck, connections, or even intelligence. 

It's something far more fundamental than that. 

In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in bu...