Financial Advisor Marketing Podcast
Episodes
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...
What Is A Good Financial Advisor Marketing Budget?
04 Jul 2022
Contributed by Lukas
How much should you budget for your marketing? If you go on the internet, you'll find tons of answers to this question. Reports, studies and statistic...
5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg)
27 Jun 2022
Contributed by Lukas
Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if th...
Why You Aren't Taking Action: How To Accomplish Your Goals
20 Jun 2022
Contributed by Lukas
Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that's you, it's no...
The Best Type of Content To Create For Each Age Group
13 Jun 2022
Contributed by Lukas
Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters… …but ...
How Financial Advisors Can Create A One-Page Business Plan
06 Jun 2022
Contributed by Lukas
You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures… Bu...
5 Things I Wish Financial Advisors Knew About Content Marketing
30 May 2022
Contributed by Lukas
It's exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails. You're constantly getting rej...
5 Cheesy Sales Tactics I Wish Financial Advisors Would Stop Using
23 May 2022
Contributed by Lukas
There are tons of courses, books and seminars that promise you more clients by helping you sell. But most of them repel more clients than they attra...
My Best Advice For Growing Fast
16 May 2022
Contributed by Lukas
Whether it's fitness, business or relationships: Some people accomplish in weeks what others do in years. When you're growing slowly, it's easy to g...
Your Circumstances Don't Matter, You Can Still Do It...
09 May 2022
Contributed by Lukas
Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop work...
10 Things I Wish Financial Advisors Knew About LinkedIn
02 May 2022
Contributed by Lukas
LinkedIn can be a reliable source of high-value clients. But most financial advisors don't make any money from their LinkedIn profile. It's not beca...
This Is Why Some Financial Advisors Stay Stuck
25 Apr 2022
Contributed by Lukas
Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year. But some financial advisors...
5 Hard Marketing Truths Financial Advisors Should Accept
18 Apr 2022
Contributed by Lukas
Many financial advisors spend weeks on marketing strategies that never get them a single client. Meanwhile, a few advisors magnetize dream clients w...
The Mindset Paradox
11 Apr 2022
Contributed by Lukas
A ton of experts, gurus and coaches love to talk about mindset. And if you think like a loser, you'll become a loser. But if you only think about su...
Pros And Cons Of Video Marketing For Financial Advisors
04 Apr 2022
Contributed by Lukas
Most financial advisors love making portfolios grow, but hate to do marketing. That's not because they're bad at it, it's because they think they ha...
How To Think Better: The Greatest Skill You Will Ever Learn (Part 4)
28 Mar 2022
Contributed by Lukas
Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they're back in an office...
How To Think Better: The Greatest Skill You Will Ever Learn (Part 3)
21 Mar 2022
Contributed by Lukas
You've probably heard of the power of your mind: If you're pessimistic and lazy, you'll sabotage your own success. At the same time, optimism and disc...
How To Think Better: The Greatest Skill You Will Ever Learn (Part 2)
14 Mar 2022
Contributed by Lukas
If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial fre...