Lessons From an Advisor’s First Six Months in Business

Mark Hansen, today’s podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.

But he’s been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years.

Why?

Well, that’s what Mark and I chat about today. You’ll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you’ve been a financial advisor.

Listen now.

Show highlights include:

  • How to know if you’re in the right career or not (and what to do if you realize you’re in the wrong career) (3:23) 
  • The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52) 
  • 3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15)  The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26)
  • How hard teaching in emails actually repels your target market away (even if you think it’d help you land new clients) (18:55) 
  • The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25) 
  • The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30) 
  • One book that has nothing to do with financial advising that will make a direct impact to your business’s bottom line (31:31)

Related: 10 Lessons From a Marketing Campaign With a 100% Response Rate