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
If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. … READ MORE
When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves.
But right now, a big tech behemoth is threatening to kill your marketing strategy: Google.… READ MORE
Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there.
The wrong priorities can ruin every business.… READ MORE
If you want to reach your ideal clients online, you probably won’t find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them.
But, like any social network, LinkedIn wants to make money—which means it’s cutting down your reach and making it more expensive to reach your ideal prospects.… READ MORE
Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment.
But if you spew your take on a Delaware paper mill stock on social media, you won’t have the Forbes 500 list knocking on your door.… READ MORE
Most financial advisors start their practice thinking they’ll work a few hours per day, make six figures and spend the rest of the day smoking cigars on the golf course before enjoying family movie night.… READ MORE
