There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing. … READ MORE
Most financial advisors are great at setting goals like “Build a six figure business”, “only work with awesome clients” or “get 15 new clients this year”. But most advisors fall way short of their goals.… READ MORE
Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the pressure you let others put on you.
While you should absolutely put your clients first, nobody wins if you hate your own business because you’re a people pleaser. … READ MORE
Every once in a while, a “gold rush” the financial advisor world erupts into a “gold rush”: One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore.… READ MORE
When you watch pretentious “gurus” on social media, you’ll often hear them talk about how being nice and making everyone happy leads to abundance and wealth.
While that’s a fun idea, it’s simply not true.… READ MORE
When it comes to entertainment, the A-listers don’t need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for.… READ MORE
Rejection hurts. It’s one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect works with a competitor instead.
But rejection doesn’t have to ruin your day.… READ MORE
When you don’t have happy clients, your business doesn’t make money. You have to treat your clients well and get them results.
But many advisors take this too far: They email, text and call their clients so much that they don’t have the time to focus on their business anymore. … READ MORE
LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people.… READ MORE
If you’re a regular listener of this show, you know it’s usually about high-level strategies. The “do this, then that” tactics are usually reserved for paying customers.
But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream.… READ MORE
