James Pollard | Financial Advisor Marketing
Rules for successful financial advisors
If you tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you’d never get done consuming advice.
And frankly, much of the “advice” out there are shoehorned tips trumpeted by people who haven’t been in the trenches as an advisor.
If you prefer to sign clients and actually grow your bottom line instead of mindlessly consuming, you’ll love this episode. Today, you’ll hear the most important rules for signing and serving clients—all of which are actionable so you can start executing right after listening.
Show highlights include:
– Make this your new normal and end the “feast of famine” cycle (done right, this can take as little as 5 minutes a day). (3:10)
– How to balance prospecting and marketing to never run out of clients and make life easier in the long term. (4:40)
– Why being a “referral-only business” is nothing to be proud of. (6:15)
– No matter how reliable your marketing results are—they might set you up for long-term failure. Here’s why. (11:25)
-Heed this dead-simple age-old advice to win and serve more clients (Plus: A free software which keeps you doing this). (14:05)
Go to the http://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
