Financial Advisor Marketing Podcast

7 Pieces Of Productivity Advice That Changed My Life

27 May 2024

Contributed by Lukas

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.  False urgencies, random meetin...

The Big Fat Problem With Niche Marketing

20 May 2024

Contributed by Lukas

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale…  There'...

Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds

13 May 2024

Contributed by Lukas

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:  A record 4.1 million Americans will tu...

The Future of Financial Advice Will Be Ruled By These Three Things

06 May 2024

Contributed by Lukas

The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds.  And there a...

The Simple Formula Financial Advisors Can Use To Get More Clients

29 Apr 2024

Contributed by Lukas

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They ov...

5 Things High-Growth Financial Advisors Do Differently, Backed By Research

22 Apr 2024

Contributed by Lukas

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.  But there's...

10 Marketing Myths Financial Advisors Believe

15 Apr 2024

Contributed by Lukas

Most financial advisors believe that there's a one-size-fits-all solution to marketing.  Not only is this true, but it's dangerous.  Why?  Well, it...

Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)

08 Apr 2024

Contributed by Lukas

As a financial advisor, no matter how experienced you are, it's always easier to learn from others' mistakes than commit them yourself.  The same is ...

3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors' Businesses

01 Apr 2024

Contributed by Lukas

Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them.  But market...

Proven Referral Scripts That Get More Clients (With Bill Cates)

25 Mar 2024

Contributed by Lukas

Most financial advisors rob themselves blind every time they meet with their best clients because they don't simply ask for referrals.  Why don't the...

5 Tips For Creating Social Media Posts That Get Clients

18 Mar 2024

Contributed by Lukas

There are downright shocking statistics about how much debt the average person has… and you'd be mistaken if you think this also doesn't apply to fi...

The Most Common Marketing Advice I Give Financial Advisors

11 Mar 2024

Contributed by Lukas

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 ag...

Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…

04 Mar 2024

Contributed by Lukas

I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.  At the time, I said that financial advisors who...

Personality Types of the Most Successful Financial Advisors Part 2

26 Feb 2024

Contributed by Lukas

I'm acting like a mad scientist in this episode: I'm attempting to form the perfect financial advisor based on the HEXACO personality typing test.  W...

Personality Types of the Most Successful Financial Advisors Part 1

19 Feb 2024

Contributed by Lukas

Some people are fish. And other people are birds.  But financial advisors sabotage their marketing efforts and even put their business at stake if th...

7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever

12 Feb 2024

Contributed by Lukas

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. ...

How I Would Market A Financial Advisor With Only $1,000

05 Feb 2024

Contributed by Lukas

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don't even have $1,000 in their bank ac...

5 Little-Known Psychological Principles That Can Supercharge Your Marketing

29 Jan 2024

Contributed by Lukas

Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients...

How Financial Advisors Can Get Clients With Content Marketing

25 Jan 2024

Contributed by Lukas

Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bo...

Stop Trying To Please Everyone (Life-Changing Info)

22 Jan 2024

Contributed by Lukas

We all have a deep desire to be liked by everyone we encounter. It's human nature. But this quirk can also spell trouble for you as a financial adviso...

The Surefire Way For Financial Advisors To Wreck Their Marketing Efforts

15 Jan 2024

Contributed by Lukas

There's one "tactic" in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.  This...

How Financial Advisors Can Improve Their Sales Skills (With Nancy Bleeke Noel)

08 Jan 2024

Contributed by Lukas

Let me be blunt: Most financial advisors aren't world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused,...

How Financial Advisors Should Plan For 2024

01 Jan 2024

Contributed by Lukas

80% of people fail on their New Year's Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year's ...

The Crack Addict Secret To Getting Rich

25 Dec 2023

Contributed by Lukas

There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.  What's the difference between the two?  Well, let me ...

How I Got 19,030 Views In My First 28 Days On YouTube

18 Dec 2023

Contributed by Lukas

I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my ...

10 Life-Changing Concepts Financial Advisors Should Know (Part 2)

11 Dec 2023

Contributed by Lukas

In my life, I've stumbled upon 10 concepts that have changed my life for the better. While they're not directly tied to financial advisor marketing, t...

10 Life-Changing Concepts Financial Advisors Should Know (Part 1)

04 Dec 2023

Contributed by Lukas

While there is no single "secret for success," there are several concepts that can change the course of any financial advisor's life, business, and ha...

How To Overcome Price And Fee Objections

27 Nov 2023

Contributed by Lukas

As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions. By simply doubling your fees, y...

How Long Does It Take To Get Results From Marketing?

20 Nov 2023

Contributed by Lukas

One question that's always on the minds of financial advisors is this:  How long does it take to get results from marketing?  Some marketing coaches...

5 Things Mentally Strong Financial Advisors Don't Do

13 Nov 2023

Contributed by Lukas

There's a massive difference between the bank accounts of different financial advisors.  Some experience groundbreaking success, making 8, 9, or even...

Top 0.1% Financial Advisor Shares His Marketing Secrets (With Andy Andrews)

06 Nov 2023

Contributed by Lukas

What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor?  Think you could land more app...

4 Of My Favorite Ways To Attract Business Owner Clients

30 Oct 2023

Contributed by Lukas

Business owners are the "holy grail" of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they...

Celebrating Episode 250 (Thank You, Financial Advisors)

23 Oct 2023

Contributed by Lukas

For my 250th straight episode of the Financial Advisor Marketing Podcast, I'm going to let you in on a little secret.  The secret?  While I love mar...

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 2)

16 Oct 2023

Contributed by Lukas

Success is not an accident. It's the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.  The cold, h...

What I've Learned From 10,000+ Conversations With Financial Advisors (Part 1)

09 Oct 2023

Contributed by Lukas

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations ...

How To Get Ahead Of 99% Of People (Brutally Honest)

02 Oct 2023

Contributed by Lukas

99% of people will never get into the top 1% of anything. That's just simple math…  But that doesn't mean you'll never get to the top 1%.  In fact...

How Financial Advisors Can Sell Without Being Sleazy

25 Sep 2023

Contributed by Lukas

It's your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of fi...

The Best Niche Marketing Advice I Can Give Financial Advisors

18 Sep 2023

Contributed by Lukas

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn't bad… but is it the best?  No, it's not...

5 Secrets That Can Help You Keep Clients Longer

11 Sep 2023

Contributed by Lukas

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful:  Only 0.4% of financial advisors cance...

Why Buying Leads Is One Of The Worst Things Financial Advisors Can Do

04 Sep 2023

Contributed by Lukas

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads.  And I get it...

How I Hire Freelancers

28 Aug 2023

Contributed by Lukas

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you noth...

Lessons From An Advisor's First Six Months In Business

21 Aug 2023

Contributed by Lukas

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...

10 Lessons From A Marketing Campaign With A 100% Response Rate

14 Aug 2023

Contributed by Lukas

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right:  Every single person he sent this letter to t...

Building A Thriving 700+ Member Community (With Mark Willis)

07 Aug 2023

Contributed by Lukas

We're officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and...

Creating Incredible Content Marketing Assets (With Jonathan Rivera)

31 Jul 2023

Contributed by Lukas

If you're creating content, but aren't treating your content like any other asset… I guarantee you're working too hard for not enough money.  Why? ...

Dumb Marketing Advice That Sounds Good But Fails Financial Advisors

24 Jul 2023

Contributed by Lukas

There's no shortage of marketing "experts" who are confident they know what they're talking about. But the trouble is, many only really know enough to...

Can Financial Advisors Have Multiple Niches?

17 Jul 2023

Contributed by Lukas

My Inner Circle members often ask me whether or not financial advisors can have multiple niches.  The answer? Not only can you have multiple niches, ...

How Financial Advisors Can Build Wealth Through Marketing Assets

10 Jul 2023

Contributed by Lukas

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working.  Well, not only is this possible, bu...

Productivity Q&A: How Financial Advisors Can Get More Done

03 Jul 2023

Contributed by Lukas

Every financial advisor wants to get more done in less time. But this is an impossible task if you don't spend your time productively.  There are too...

My Advice For Weak Financial Advisors

26 Jun 2023

Contributed by Lukas

Most people, including most financial advisors, are weak.  They claim they're wealthy but have maxed out credit cards. They're afraid to ask for help...

YouTube, Podcasting, Rebranding & More (With Brandon Neely)

19 Jun 2023

Contributed by Lukas

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.  Today's guest, Brandon Neely, owner of...

3 Common (But Terrible) Niches For Financial Advisors

12 Jun 2023

Contributed by Lukas

70% of financial advisors who clear over 7-figures per year have something in common:  They have a niche, which gives them "expert" status in their m...

How To Create A Marketing Plan That Aligns With Your Unique Goals

05 Jun 2023

Contributed by Lukas

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they'll take another pros...

Unconventional Email Marketing Advice That Can Get You More Clients

29 May 2023

Contributed by Lukas

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects...

Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)

22 May 2023

Contributed by Lukas

Starting your career as a financial advisor isn't easy. Well, it's even harder when you're a woman, like today's guest Anna Kareis.  But it also unlo...

Content Marketing + Prospecting Tips (With Ermos Erotocritou)

15 May 2023

Contributed by Lukas

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a finan...

Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

08 May 2023

Contributed by Lukas

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with hig...

How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)

01 May 2023

Contributed by Lukas

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it's a highly visual soci...

Growing RIA Revenue To More Than $16K Per Month With Twitter (With Thomas Kopelman)

24 Apr 2023

Contributed by Lukas

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means,...

Mastering Client Onboarding Systems (With Brandon Chapman)

17 Apr 2023

Contributed by Lukas

Most financial advisors tend to treat all of their clients like they're the exact same person. This is a massive mistake, even if you're niched down a...

Marketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)

10 Apr 2023

Contributed by Lukas

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you're only dealing wit...

Going All In On Your Niche (With Dr. Jay Zigmont)

03 Apr 2023

Contributed by Lukas

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don't fit into your niche,...

How This Financial Advisor Is Marketing To Christians (With Leo Marte)

27 Mar 2023

Contributed by Lukas

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial a...

Marketing To Gen-Z: What Works And What Doesn't (With Ben Phillips)

20 Mar 2023

Contributed by Lukas

Most financial advisors ignore Gen Z thinking they don't have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $10...

Building A Marketing System In 30 Days: Exactly What I Would Do

13 Mar 2023

Contributed by Lukas

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it?  Many financial advisors ask me a quest...

How Financial Advisors Can Get Clients With YouTube (With Dave Zoller)

06 Mar 2023

Contributed by Lukas

YouTube is one of the most lucrative and effective marketing strategies for financial advisors. Why? Your videos attract your ideal clients, repel nig...

How Financial Advisors Can Set Better Goals (With Mando Sallavanti)

27 Feb 2023

Contributed by Lukas

Without improving your goal-setting skills, you'll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocri...

Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)

20 Feb 2023

Contributed by Lukas

Most financial advisors receive advice for marketing their business that's mediocre at best and can cripple your most cherished relationships at worst...

These Financial Advisors Disappoint Me

13 Feb 2023

Contributed by Lukas

There's nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don't buy my products or coachin...

Easy Ways Financial Advisors Can Get Healthier (With Stevyn Guinnip)

06 Feb 2023

Contributed by Lukas

As a financial advisor, there may be one aspect to your "financial health" that you're completely neglecting. In fact, most financial advisors don't e...

How To Predict If A Financial Advisor Will Stay Stuck

30 Jan 2023

Contributed by Lukas

Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can't do the same for them...

How Financial Advisors Can Build Email Lists

23 Jan 2023

Contributed by Lukas

You've heard me say before that email marketing is the #1 most effective appointment-setting strategy I've ever seen for financial advisors.  But how...

How Financial Advisors Can Use Psychology To Serve Their Clients (With Dave Yeske)

16 Jan 2023

Contributed by Lukas

As a financial advisor, you often have your clients' livelihood in your hands. But as a client to a financial advisor, it almost never feels like this...

How To Force The LinkedIn Algorithm To Show Your Content

09 Jan 2023

Contributed by Lukas

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you'll burn potential prospects forever, wasting countless hours o...

3 Must-Do Action Items For 2023

02 Jan 2023

Contributed by Lukas

New year new me, right? Everyone says that, but let's be honest, who actually does anything about it? Well, on today's podcast, I'm going to give you ...

5 Things Preventing Financial Advisors From Being Successful

26 Dec 2022

Contributed by Lukas

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advi...

10 Things Clients Want From Financial Advisors

19 Dec 2022

Contributed by Lukas

There's a massive gap between what financial advisors think they're doing and what clients perceive they're getting. That's why many financial advisor...

Financial Advisors: Raise Your Prices Part II

12 Dec 2022

Contributed by Lukas

Most financial advisors don't charge enough for one of two reasons:  Either their marketing machine isn't up to snuff. Or they don't feel comfortable...

Financial Advisors: Raise Your Prices Part I

05 Dec 2022

Contributed by Lukas

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries t...

The Worst Personality Type For Financial Advisors (Controversial)

28 Nov 2022

Contributed by Lukas

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there's a trend for which personal...

Why Most People Retire Broke

21 Nov 2022

Contributed by Lukas

Here's a cold, hard fact of life:  Most people retire almost as broke as they were when they entered the world.  Why? Well, there are several reason...

Ditch Your Ego (This Changed My Life)

14 Nov 2022

Contributed by Lukas

If you're not making as much in your business as you'd like, I have some humbling news for you: You're letting your ego sabotage you!  Your ego is a ...

200th Episode Special: 50 Things I Wish Financial Advisors Knew About Marketing

07 Nov 2022

Contributed by Lukas

Most financial advisors are great at their job, but they suck at marketing. I don't say that to be cruel. But sometimes the truth hurts.  That's the ...

7 Ways To Get More Clients From Existing Web Traffic

31 Oct 2022

Contributed by Lukas

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, t...

5 Of My Favorite Ways To Attract Retiree Clients

24 Oct 2022

Contributed by Lukas

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they're more skeptical when it comes to invest...

5 Mistakes Financial Advisors Make With Facebook Ads

17 Oct 2022

Contributed by Lukas

I've been running Facebook Ads for my business for over a decade. I've learned a lot over the years. And I've spent hundreds of thousands, perhaps eve...

5 Mistakes Financial Advisors Make On Social Media

10 Oct 2022

Contributed by Lukas

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free t...

8 Tips For Creating Amazing Blog Posts

03 Oct 2022

Contributed by Lukas

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.  But they can also dev...

How Financial Advisors Can Get To $500K Per Year As Fast As Possible

26 Sep 2022

Contributed by Lukas

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to "hire" your money t...

3 Reasons Why Financial Plans Fail

19 Sep 2022

Contributed by Lukas

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six mon...

What I Learned From 60 Website Reviews In 4 Days

12 Sep 2022

Contributed by Lukas

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visit...

5 Things Financial Advisors Should Know Before Hiring Virtual Assistants

05 Sep 2022

Contributed by Lukas

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost...

How Financial Advisors Can Become More Organized Part II

29 Aug 2022

Contributed by Lukas

Your productivity as a financial advisor directly impacts how much money lines your pockets each month.  While that sounds like good news, here's why...

This One Thing Will Determine Your Success or Failure In Marketing

22 Aug 2022

Contributed by Lukas

Every financial advisor I've met shares a similar personality trait. This personality trait is the lifeblood of your business. But it's also the downf...

7 Neuromarketing Tips That Can Make Your Marketing Wickedly Effective

15 Aug 2022

Contributed by Lukas

If your marketing materials aren't as effective as you'd like, I have good news:  A bunch of nerdy neuroscientists figured out how to make your marke...

How to Build Credibility In Your Business To Boost Conversions

08 Aug 2022

Contributed by Lukas

If your clients trust you and thank you for your great work, it's easy to be surprised when a prospect is outright hostile. But let's face it: Many we...

5 Driving Forces Behind Human Behavior (That Can Get You More Clients)

01 Aug 2022

Contributed by Lukas

There are 5 driving forces behind all human behavior. And if your marketing doesn't hit on one of these deep psychological triggers, then, well, you'l...

A Big-Picture Overview of How to Get Clients

25 Jul 2022

Contributed by Lukas

If you've been in the business for a while, you know building your dream business is hard. And if you're like most financial advisors, you don't strug...

5 Productivity Tips From Billionaires

18 Jul 2022

Contributed by Lukas

Most financial advisors want to create extraordinary results for themselves and their families, but they don't know how to spend their time to create ...

Marketing Strategies Advisors Think Work Well vs. What Actually Works

11 Jul 2022

Contributed by Lukas

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it's what they should do or what t...