Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.
But financial advisors make a big, fat mistake when trying to target business owners:
They go too broad, don’t niche down enough, and this erodes the effectiveness of marketing to a specific group.
And you know what?
There are so many different kinds of business owners, so niching down in this industry is one of the easiest ones to do it in.
But how do you attract wealthy business owners who desperately need your financial services?
In today’s show, I reveal my 4 favorite ways to attract (and convert) business owners as clients.
Show highlights include:
- 3 websites to scour for compiling a list of hungry business owners who are in dire need of your services (0:59)
- Don’t have as much success as you’d like? Here’s the niche my most successful Inner Circle members specialize in (1:39)
- Why business owners need financial advice more than the average person (and how to use this to catapult your business) (3:57)
- The sneaky “Power Couple” marketing strategy that unlocks an endless stream of opportunities (4:38)
- How to hypnotize high-level business owners to your calendar by spending a few hours per week on this (8:17)
- The “Show, Don’t Sell” mechanism baked into content marketing that makes your ideal audience trust you (even if you’ve never spoken a word to them) (9:29)
- How to send out a direct mail campaign to hungry business owners by the end of the day (and the trick for getting near 100% open rates) (11:18)
- 4 story ideas to come up with a limitless amount of email angles and ideas that will convert your ideal audience into loyal customers (15:12)
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: