The Most Common Marketing Advice I Give Financial Advisors

Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again.

That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode.

If your marketing doesn’t keep your sales pipeline filled to the brim or help you unlock financial freedom, you’re probably making one of the several mistakes I reveal in this episode.

Want to grow your business so rapidly it doesn't seem real?

Listen now.

Show highlights include:

  • The insidious “Marketing Sugar Crashes” trap financial advisors fall into which makes it almost impossible to achieve true financial freedom (0:54)
  • How being busy prevents you from being productive and building real wealth through your business (2:07) 
  • Why blindly believing marketing gurus enslaves you to your business (and how to make your business work for your lifestyle instead) (5:42) 
  • The single most important piece of marketing advice I can give to financial advisors (6:27) 
  • How adding several marketing strategies to your marketing plan actually saves you time (even if you’re dreading more marketing mediums) (6:58) 
  • The easiest way to give yourself a pay raise by the end of this week (8:25)
  • Why “Probabilistic Thinking” can double, triple, or quadruple your conversion rates overnight (without changing anything else in your marketing strategy) (14:53)   
  • How to set a cascade of abundance that you never thought possible into motion from your marketing within the next 7 days (17:47)

Related: Will Artificial Intelligence Replace Financial Advisors?