Why You're Losing Potential Clients (and What Top Advisors Do Differently)

There are some prospective clients who, no matter how much they trust or value you, will never work with you. 

And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you. 

But there is a solution to this problem: 

Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you’ll transform most of them into clients too. 

In today’s show, you’ll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one in your marketing.  Listen now.

Show highlights include:

  • The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40) 
  • How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16) 
  • The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29)
  • Adding these few lines to your next email might just flood you with new appointments (10:13) 

Related: The Dark Side of Marketing: How Financial Advisors Are Being Manipulated