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Many financial advisors squirm about the idea of selling ongoing financial advice.
For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.
The result?
Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets.
But here’s the thing:
In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.
In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.
Listen now.
Show highlights include:
- The single most important fundamental thing you need in order to successfully sell your financial advice (1:22)
- 2 beliefs you must have in order to outsell any of your competitors (1:45)
- How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35)
- The religious argument for why you should charge more for your services (Best part? You don’t have to be religious to do this!) (6:37)
- Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49)
- How thinking like a lawyer or doctor can triple your business by this time next year (10:29)
- 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48)
- The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06)
- 4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (19:02)
Related: How to Turn One-Time Financial Plans into a Winning Offer