Financial Advisor Marketing Podcast
Episodes
How To Think Better: The Greatest Skill You Will Ever Learn (Part 1)
07 Mar 2022
Contributed by Lukas
Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they wor...
How Financial Advisors Can 10X Their Online Ads
28 Feb 2022
Contributed by Lukas
Blogging, social media and networking are great ways to get clients. But they take time to get results: You're always creating, but you might wait for...
Want More Clients? Give Up These 5 Things
21 Feb 2022
Contributed by Lukas
All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of...
Lessons From An Advisor Who Just Hit $1M Per Year
14 Feb 2022
Contributed by Lukas
Making a million dollars per year sounds awesome: You'd have the money to drive your dream car, live wherever you want and spend time with your family...
7 Analogies Financial Advisors Can Use With Their Clients
07 Feb 2022
Contributed by Lukas
Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks w...
How To Handle The "I'm Not Interested" Objection
31 Jan 2022
Contributed by Lukas
If you're prospecting regularly, you probably constantly hear "I'm not interested" from lukewarm prospects. It's frustrating when prospects reject you...
7 Limiting Beliefs People Have About Money
24 Jan 2022
Contributed by Lukas
Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase d...
How To Make Peace With Your Inner Critic
17 Jan 2022
Contributed by Lukas
If you're like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ev...
3 Scientifically Proven Copywriting Tips Financial Advisors Can Use To Get More Clients
10 Jan 2022
Contributed by Lukas
Some financial advisors win because they're great at selling. When someone answers the phone or sits down in their office, it's hard for the prospect ...
A Few Unorthodox Ways to Conquer Perfectionism
03 Jan 2022
Contributed by Lukas
If you're a good financial advisor, you want to do the best possible work for yourself and your clients. In theory, that's great—you get your clie...
New Productivity Experiment I'm Trying
27 Dec 2021
Contributed by Lukas
Your skills don't matter if you don't get anything done. You could be the best salesperson, marketer and financial advisor in the world—if you spe...
How Financial Advisors Can Get Referrals Without Asking
20 Dec 2021
Contributed by Lukas
Referral leads are better than random people from networking meetings. They hire you without objecting to everything you say. They're usually wealth...
Financial Advisors Should Fear This Competitor
13 Dec 2021
Contributed by Lukas
You've probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Compet...
My #1 Secret For Creating Winning Marketing Campaigns
06 Dec 2021
Contributed by Lukas
Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. ...
Stop Asking Your Clients About Their Goals (With Carl Richards)
29 Nov 2021
Contributed by Lukas
As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. But the worst way to do ...
Here's What Millionaire Financial Advisors Do Differently...
22 Nov 2021
Contributed by Lukas
If you've ever read an article or watched a video on millionaire financial advisors, it's easy to get jealous: They live in mansions, spend weekends o...
5 Types Of Website Traffic (And How To Profit From Each)
15 Nov 2021
Contributed by Lukas
You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you'll never get a single client from...
5 Email Marketing Mistakes That Can Wreck Your Conversions
08 Nov 2021
Contributed by Lukas
Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects. But ...
5 Elements of High-Converting Landing Pages For Financial Advisors
01 Nov 2021
Contributed by Lukas
When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you're burning your money....
How (And What) Financial Advisors Should Outsource
25 Oct 2021
Contributed by Lukas
Most financial advisors know they shouldn't do everything themselves. You've probably heard it before - figure out the type of work that makes you t...
20 Things I Wish Financial Advisors Knew About Marketing
18 Oct 2021
Contributed by Lukas
Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That's why they think it's...
5 Psychological Biases That Sabotage Financial Advisors
11 Oct 2021
Contributed by Lukas
What's holding you back from achieving your business goals? You might think it's a lack of experience, tough competition or not enough time. But for...
How To Reduce Marketing Overwhelm
04 Oct 2021
Contributed by Lukas
With all the marketing methods, strategies and channels out there, it's easy to get overwhelmed. If you had a podcast, LinkedIn, newsletter, Instagr...
This Man Helps Financial Advisors' Clients Navigate Medicare
27 Sep 2021
Contributed by Lukas
As a financial advisor, your expertise is centered around stocks, funds and other investments. But what if a client needs help with Medicare? It has...
Rapid Fire Question And Answer Session
20 Sep 2021
Contributed by Lukas
Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question. In th...
My Two Biggest Secrets To Advertising Success
13 Sep 2021
Contributed by Lukas
Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking...
20 Mistakes Financial Advisors Make With Their Websites
06 Sep 2021
Contributed by Lukas
Your website is how you present yourself to potential clients. Even if you're crushing it on LinkedIn, you won't get clients if your website sucks. ...
Small-Thinking Financial Advisors Will HATE This Episode
30 Aug 2021
Contributed by Lukas
We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxu...
5 Terrible Sales Tips Given To Financial Advisors
23 Aug 2021
Contributed by Lukas
Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can't sell, you don't get clients. And wi...
My Email Account Got Disabled
16 Aug 2021
Contributed by Lukas
Today, marketing is almost impossible without modern technology: LinkedIn, email, marketing automation and other technologies all help you attract q...
Can Financial Advisors Get Clients With ONLY Social Media?
09 Aug 2021
Contributed by Lukas
Marketing experts tell you where to market to attract more clients. If you followed everybody's advice, you'd be running a media business and have no ...
Tax Planning As A Marketing Strategy (With Steven Jarvis)
02 Aug 2021
Contributed by Lukas
It's fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right asse...
Is Email Marketing Dead?
26 Jul 2021
Contributed by Lukas
Financial advisors, marketers and other businesses have used email marketing to attract clients for decades. But when social media came around, self...
Advisors Who Don't Do This Will Get Left Behind...
19 Jul 2021
Contributed by Lukas
Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for y...
How To Get Prospective Clients Off The Fence
12 Jul 2021
Contributed by Lukas
Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you're competent and want t...
The Most Neglected (Yet Profitable) Marketing Strategy For Financial Advisors
05 Jul 2021
Contributed by Lukas
Most financial advisors fail with the same marketing strategies. They hound prospects on LinkedIn, collect business cards at networking events and ana...
3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)
28 Jun 2021
Contributed by Lukas
Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing ...
What Clients Value, Ranked In Order Of Importance
21 Jun 2021
Contributed by Lukas
Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets. But ...
9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now
14 Jun 2021
Contributed by Lukas
You can find "proven" marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time. But that...
Marketing To Millennials (With Thomas Kopelman)
07 Jun 2021
Contributed by Lukas
Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the "old & rich" demog...
5 Daily Marketing Habits That Can Get You More Clients
31 May 2021
Contributed by Lukas
If you want to get fit, you've got to exercise every single day. If you want to get smarter, you've got to learn something every day. And if you want ...
5 Traits of Advisors With Incredible Marketing
27 May 2021
Contributed by Lukas
Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single ...
How To Get 3 New Clients In The Next 30 Days
24 May 2021
Contributed by Lukas
Building a business that sets you free and makes you wealthy takes time. And if you're focused on short-term tactics, you'll always be chasing "shiny ...
How Financial Advisors Can Get Clients To HAPPILY Pay More...
17 May 2021
Contributed by Lukas
Even though financial advisors help others manage their money, many of them have "money blocks". They're afraid of spending money, afraid of investing...
5 Mindset Shifts To Accelerate Your Growth
10 May 2021
Contributed by Lukas
Have you met someone who can't enjoy today's weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purc...
How Financial Advisors Can Deal With Burnout
03 May 2021
Contributed by Lukas
Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you're working long hours, can't separate work from ...
4 Effective Ways To Generate Leads With Content Marketing
26 Apr 2021
Contributed by Lukas
Show Notes You've probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors ...
How Financial Advisors Can Conquer Workaholism
19 Apr 2021
Contributed by Lukas
Most financial advisors dream of an amazing life when they start their business. They think they'll make more money than ever, spend a ton of time wit...
5 Website Tips From Barron's Top 100 Independent Financial Advisors
12 Apr 2021
Contributed by Lukas
There's only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their...
Are RIAs Better Marketers? (With Brad Wales)
05 Apr 2021
Contributed by Lukas
Starting out as a financial advisor is simple: If you join a big firm, you don't have to build relationships with brokerages or create your own brochu...
Financial Advisor Gets 14 Clients From A Single Email
29 Mar 2021
Contributed by Lukas
Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay fo...
How Affluent People Search For Financial Advisors
22 Mar 2021
Contributed by Lukas
If you get paid a percentage of your assets under management, it makes sense to work with "big fish". Landing one wealthy client puts more money in yo...
The Most Effective Way To Get More Referrals, Revealed…
15 Mar 2021
Contributed by Lukas
Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances. But it's not ea...
The 3 Biggest Ripoffs In Financial Advisor Marketing
08 Mar 2021
Contributed by Lukas
If you want to improve your marketing, attract more leads and close more clients, there's tons of "experts" willing to teach you in their books, cours...
Succeeding As A Virtual Financial Advisor (With Derek Notman)
01 Mar 2021
Contributed by Lukas
Being a financial advisor means you're in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes...
How Financial Advisors Can Improve Their LinkedIn Social Selling Index (SSI) Score
22 Feb 2021
Contributed by Lukas
If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It's a metric LinkedIn uses to evaluate how well you perform on t...
Awesome SEO Advice For Financial Advisors (With Taylor Schulte)
15 Feb 2021
Contributed by Lukas
Here's an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you'll always have...
Video Marketing Tips For Financial Advisors (With Jill Addison)
08 Feb 2021
Contributed by Lukas
When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to ...
Financial Advisor Laws of Power Part 4
01 Feb 2021
Contributed by Lukas
There's a lot of sales, marketing and prospecting tactics out there. Many of them work. But here's the cold, hard truth: Most of them only work in the...
Financial Advisor Laws of Power Part 3
25 Jan 2021
Contributed by Lukas
Most financial advisors are great at setting goals like "Build a six figure business", "only work with awesome clients" or "get 15 new clients this ye...
Financial Advisor Laws of Power Part 2
18 Jan 2021
Contributed by Lukas
Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the...
Financial Advisors: These Tactics Are No Longer Working On LinkedIn
14 Jan 2021
Contributed by Lukas
Every once in a while, a "gold rush" the financial advisor world erupts into a "gold rush": One advisor gets a bunch of clients on one marketing platf...
Financial Advisor Laws of Power Part 1
11 Jan 2021
Contributed by Lukas
When you watch pretentious "gurus" on social media, you'll often hear them talk about how being nice and making everyone happy leads to abundance and ...
Advisors: Stop Introducing Yourself to Prospects
04 Jan 2021
Contributed by Lukas
When it comes to entertainment, the A-listers don't need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). T...
How Financial Advisors Can Eliminate Rejection
28 Dec 2020
Contributed by Lukas
Rejection hurts. It's one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect work...
Should You Stop Answering Your Clients' Calls?
21 Dec 2020
Contributed by Lukas
When you don't have happy clients, your business doesn't make money. You have to treat your clients well and get them results. But many advisors tak...
Is LinkedIn Still Working For Financial Advisors?
14 Dec 2020
Contributed by Lukas
LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started servin...
100th Episode Celebration (With Live Q&A)
07 Dec 2020
Contributed by Lukas
If you're a regular listener of this show, you know it's usually about high-level strategies. The "do this, then that" tactics are usually reserved fo...
How Financial Advisors Can Become Radically Relevant (With Bill Cates)
30 Nov 2020
Contributed by Lukas
If you want to be better, wealthier and more successful than any of your competitors, you can't market yourself like your competitors. Most financial ...
Google Is Going To Crush Financial Advisors
23 Nov 2020
Contributed by Lukas
When you think of businesses that stand in your way, you probably think about competitors. And it's easy to box out a financial advisor, especially wh...
Dear Financial Advisors With Screwed-Up Priorities...
16 Nov 2020
Contributed by Lukas
Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting...
RIP LinkedIn For Financial Advisors?
09 Nov 2020
Contributed by Lukas
If you want to reach your ideal clients online, you probably won't find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making con...
How I Chose My Financial Advisor
02 Nov 2020
Contributed by Lukas
Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on the...
Stop Trying To Please Everyone
12 Oct 2020
Contributed by Lukas
It's nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to you...
3 Of My Favorite Marketing Strategies That Are Working Right Now
05 Oct 2020
Contributed by Lukas
Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness qui...
How Your Bad Productivity Habits Are Killing Your Business
28 Sep 2020
Contributed by Lukas
As a financial advisor, your personal performance decides if you thrive or struggle. When you're on top of your game, your service is top-notch, your ...
How Financial Advisors Can Tell Better Stories
21 Sep 2020
Contributed by Lukas
Many financial advisors are analytical types, not slick salesmen. They're uncomfortable with smooth-talking sales tactics and aggressive "closing". Bu...
My Advice For Soon-To-Be-Rich Financial Advisors
14 Sep 2020
Contributed by Lukas
Let's be real: You're more ambitious, more skilled and more hard-working than most people. That's not an attack on corporate workers, but anyone sta...
3 Systems Financial Advisors Must Have To Grow Their Businesses
07 Sep 2020
Contributed by Lukas
You probably started your business to control your time and income. But if you're like most advisors, you're working nights, always think about work a...
3 Weird Things Successful Advisors Do That You Probably Don't
31 Aug 2020
Contributed by Lukas
Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren't successful....
Marketing Vs. Prospecting: What's The Difference?
24 Aug 2020
Contributed by Lukas
When it comes to getting clients, there's two words you've heard a million times: Prospecting and marketing. And with so many people posting client-...
The Easy Way Financial Advisors Can Generate Leads With LinkedIn
17 Aug 2020
Contributed by Lukas
While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn. ...
3 Of My Favorite Productivity Tools For Financial Advisors
10 Aug 2020
Contributed by Lukas
Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely...
How Financial Advisors Can Run Profitable Online Ads
03 Aug 2020
Contributed by Lukas
If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don't get results, you mig...
95% Of Financial Advisors Will Ignore This Marketing Strategy
27 Jul 2020
Contributed by Lukas
People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don't know how to get there. But most people never get there be...
3 Must-Know Tips For Designing A Lifestyle Advisor Practice
20 Jul 2020
Contributed by Lukas
Designing A Lifestyle Advisor Practice You probably didn't start your business to work late, get up early and chase clients who hate you. Most advisor...
Why Referrals Are Killing Your Business
13 Jul 2020
Contributed by Lukas
Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren't as grea...
My Biggest Limiting Belief (Deeply And Irrevocably Personal)
06 Jul 2020
Contributed by Lukas
You've heard all the business mantras, listened to every sales guru and read books rich people recommend. But even though you know the exact steps t...
How Many Prospects Do Advisors Need To Succeed?
29 Jun 2020
Contributed by Lukas
If you want more clients, you need more prospects. But if you're talking to 20 prospects a day, you never get to create content, serve your clients an...
James Answers Your Questions (No Holds Barred)
22 Jun 2020
Contributed by Lukas
If you're a regular listener of this show, you've probably had a question pop into your head while listening. In this episode, James answers questio...
Clients Desperately Want Their Advisors To Do This...
15 Jun 2020
Contributed by Lukas
You spend a lot of time communicating with prospects, clients and business partners. And if you're like most advisors, you get ignored at least half o...
Millionaire Clients And Where To Find Them
08 Jun 2020
Contributed by Lukas
You'll make more money serving wealthy people than any other clients. But if you've never met a millionaire, you probably don't even know where to sta...
The Ultimate Lead Generation Machine For Financial Advisors
01 Jun 2020
Contributed by Lukas
Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow? You can't. Sure...
Building A Success Mindset With Joe Lukacs
25 May 2020
Contributed by Lukas
In normal times, it's easy to go to the office, do your work and go home. But we're not living in normal times. Clients want to liquidate assets. Peop...
Practical Inbound Marketing Tips To Grow Your Business With Samantha Russell
04 May 2020
Contributed by Lukas
Chasing clients sucks. If your skeptical prospects object at every word you say, you'll not only stay broke, you'll also hate your work. The alternati...
5 Signs You're Going To Be A Successful Financial Advisor
27 Apr 2020
Contributed by Lukas
Let's face it you're not as successful as you want to be yet. And you're probably worried you won't get the success you know you deserve. Time to ma...
Helping An Advisor Go From $75K To $300K
20 Apr 2020
Contributed by Lukas
If you're wildly ambitious, an above-average income won't cut it. While normal people would hate you for it, there's no shame in wanting to get rich. ...
4 Ways Emotions Are Killing Your Business
13 Apr 2020
Contributed by Lukas
You've probably made some bad emotional decisions in your life. Whether you bought something you couldn't afford, moved cross-country for a bad relati...
Why Having A Mentor Can Be A Huge Mistake
06 Apr 2020
Contributed by Lukas
Many successful businesspeople will tell you to get a mentor. And maybe you've been looking for someone to take you under their wing, to help you beco...
How Financial Advisors Can Become Go-Givers With Bob Burg
30 Mar 2020
Contributed by Lukas
The most common questions financial advisors ask themselves are "How can I get more clients?", "How can I get more money?" and "How can I have more fr...