10 Specific Ways Financial Advisors Undermine Their Marketing

Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.

Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.

Are you making any of these 10 specific marketing mistakes I reveal in this episode?

There’s only one way to find out. Listen now.

Show highlights include:

  • How to become the go-to expert in your market (even if most advisors never reach this status) (2:34) 
  • 3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06) 
  • How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)   
  • The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22) 
  • Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26) 
  • Why using jargon in your website copy scares your best clients to your competitor (14:12) 
  • How to simplify your messaging (without dumbing it down) (14:36)

Related: My Favorite Ways for Advisors Attract High-Net-Worth Clients