Success is not an accident. It’s the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.
The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won’t magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry.
But that ends today.
In today’s show, I’m sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors.
You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business.
Show highlights include:
- The powerful “Amplifier” marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57)
- How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31)
- Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48)
- How needing control and predictability in your financial advising business puts it in an early grave (9:20)
- The “Traits over Tactics” secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36)
- 6 of the top traits the most successful financial advisors have (and how to build them if you’re missing any) (11:51)
- The invisible “Time Debt” trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24)
Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media
Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt
Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html
Need help getting more clients as a financial advisor? I created a free, 53-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: