Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can’t do the same for themselves.
Well, first and foremost, it comes down to an inability to listen and take action. That’s why you’re stuck—you overthink and under-act.
In this episode, you’ll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving.
Show highlights include:
- The single most prominent characteristic of financial advisors who underachieve (4:25)
- Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23)
- The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11)
- How to get as much as a 194% return on investment (or more) every time you invest in this “hidden” investment (12:33)
Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
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.
Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.
Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.
Discover how to get even better at marketing yourself with these resources: