Financial Advisor Marketing Podcast
Episodes
How To Seize Opportunity In A Downturn
24 Mar 2020
Contributed by Lukas
You're probably worried. Clients could abandon you. "closed" leads might not come through anymore. You may even need a desk job soon. All of that's sc...
This Is A Financial Advisor's Worst Enemy
23 Mar 2020
Contributed by Lukas
As a financial advisor heading out on your own, you've got a lot of obstacles in your way: Skeptical prospects, competition, overwhelm, the list goe...
How Financial Advisors Can Stop Being Mind-Numbingly Boring
16 Mar 2020
Contributed by Lukas
You're probably a knowledgeable, effective and trustworthy financial advisor. You know you'll take good care of your clients' capital. But even with...
4 Reasons Why Buying Leads Is Like Burning Money
09 Mar 2020
Contributed by Lukas
Most financial advisors are good at their craft, but aren't great at generating leads and turning them into clients. There's one sweet-sounding altern...
How Financial Advisors Can Become More Organized
02 Mar 2020
Contributed by Lukas
Organization is no sexy topic. But it's essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate cli...
Using Client Feedback To Grow Your Business
24 Feb 2020
Contributed by Lukas
If you want to improve, you need to know what you're bad at and how to do it better. But in business, your strengths and weaknesses aren't always clea...
The Only Real Way To Reach Your Goals
17 Feb 2020
Contributed by Lukas
As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. B...
3 Awesome Content Marketing Tips For Financial Advisors
10 Feb 2020
Contributed by Lukas
You've probably heard about content marketing before while researching marketing strategies to bring in more clients. But one big problem is: Many ent...
How Financial Advisors Can Leverage Virtual Assistants With Danielle Cuomo
03 Feb 2020
Contributed by Lukas
If you could sum up every financial advisor's dream state of their business, it would probably sound something like this: "Make more money in less t...
3 Stupid Mistakes That Cost Financial Advisors Clients
27 Jan 2020
Contributed by Lukas
As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn't work if your clients and prospe...
The Most Lucrative Overlooked Niche For Financial Advisors
20 Jan 2020
Contributed by Lukas
If you're a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you. But if you've tried ...
How Financial Advisors Can Conquer Stress With Dr. Jack Singer
13 Jan 2020
Contributed by Lukas
Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays. You want to do what ...
How Financial Advisors Can Make 2020 Their Best Year Ever
06 Jan 2020
Contributed by Lukas
Whether 2019 was your first year as a financial advisor or your tenth year, you're probably ambitious and already expecting 2020 to be a breakthrough ...
How Financial Advisors Can Create Raving Fans
30 Dec 2019
Contributed by Lukas
If you've been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, ...
My Uncensored Opinion About Facebook Marketing For Financial Advisors
23 Dec 2019
Contributed by Lukas
If you've ever researched how you can market your business, you've probably stumbled across Facebook for marketing. Some advisors love it, others hate...
How To Get Prospects To Make A Decision
16 Dec 2019
Contributed by Lukas
If you've got an interested prospect, you're probably excited about a new potential client. You write to them, call them–but more often than not, th...
4 Ways To Become A Mentally Strong Financial Advisor
09 Dec 2019
Contributed by Lukas
Being a financial advisor isn't easy. You face a lot of stress, rejection, struggle and disappointment. You know it'll all be worth it in the end, but...
3 Things All Financial Advisors Should Teach Their Children
02 Dec 2019
Contributed by Lukas
If you're a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more ...
What Struggling Advisors Need To Know Right Now
25 Nov 2019
Contributed by Lukas
Before you started out as a financial advisor, you probably thought you'd be successful quickly, reducing your work hours and having tons of free time...
5 Bad Habits Financial Advisors Should Break Right Away
18 Nov 2019
Contributed by Lukas
If you're struggling to land more clients even though you're doing all the right things from books and training programs, you might be making a differ...
The 3 Best Habits of Rich Financial Advisors
11 Nov 2019
Contributed by Lukas
If you look up to millionaire financial advisors, here's some relief: Rich financial advisors aren't rich because they're naturally better than you. ...
4 Things Schools Failed to Teach Financial Advisors
04 Nov 2019
Contributed by Lukas
There's nothing more important for entrepreneurs of any kind than lifelong learning. But sometimes, what feels like learning actually harms you. T...
3 Things That Turn Off Potential Clients
28 Oct 2019
Contributed by Lukas
If you've been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don't work out or they're not a fit ...
3 LinkedIn Marketing Rules For Financial Advisors
21 Oct 2019
Contributed by Lukas
You've probably already heard that LinkedIn is one of the best marketing channels for financial advisors. But creating an account and uploading a pi...
My #1 Secret For Getting More Clients
14 Oct 2019
Contributed by Lukas
You can have the prettiest business cards and the fanciest websites, but a financial advisor's business runs on clients. And whether you're brand-new ...
3 Skills The Best Financial Advisors Master
07 Oct 2019
Contributed by Lukas
In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advis...
How To Get To $1M/Year As A Financial Advisor
30 Sep 2019
Contributed by Lukas
There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $...
5 Things To Avoid If You Want To Succeed as a Financial Advisor
23 Sep 2019
Contributed by Lukas
If you're listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that...
7 Things Great Advisors Do That Others Don't
16 Sep 2019
Contributed by Lukas
If you're a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As...
Is This The Best Productivity "Hack" Ever For Financial Advisors?
09 Sep 2019
Contributed by Lukas
If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any re...
How Financial Advisors Can Convert Skeptical Prospects
02 Sep 2019
Contributed by Lukas
Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make mo...
Why Most Marketing Tactics Fail Financial Advisors
26 Aug 2019
Contributed by Lukas
If you go on the internet and look for marketing tactics to get more clients, you'll get tons of tips, tricks and hacks that promise to skyrocket your...
How Financial Advisors Can Get Clients With Email
19 Aug 2019
Contributed by Lukas
You can't get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need...
How to Predict A Financial Advisor's Bank Balance
12 Aug 2019
Contributed by Lukas
Whether you're crushing your market or currently trying to attract clients right now, you run a business. In any industry, there are losers and winn...
5 Ways Financial Advisors Can Improve Their Websites
05 Aug 2019
Contributed by Lukas
Your website is the home of your business online. Even prospects you've met in-person will often find your website to seek out additional info about y...
How Financial Advisors Can Program Themselves for Success
29 Jul 2019
Contributed by Lukas
If you've been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and oth...
3 Mistakes Financial Advisors Make When Setting Appointments
22 Jul 2019
Contributed by Lukas
As a financial advisor looking for clients, the first thing you need is an appointment. But if you've tried to get more appointments before, you've pr...
How Financial Advisors Can Take More Time Off and Gain Time Freedom
15 Jul 2019
Contributed by Lukas
If you're like most financial advisors, you didn't start your business for the money—you started it to live and work on your own terms. Although f...
3 Things I Wish Every New Financial Advisor Knew
08 Jul 2019
Contributed by Lukas
It's easy to start a career or business all excited. It's hard to surmount challenges, persist in the face of adversity and win in the long-term. But ...
5 Types of Clients Financial Advisors Should Avoid Like The Plague
01 Jul 2019
Contributed by Lukas
Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial adviso...
When Financial Advisors Should (And Shouldn't) Give Value
24 Jun 2019
Contributed by Lukas
You've heard internet "experts" talk about giving value before doing business with someone. Following their advice might kill your business. You can a...
Things Casinos Can Teach Financial Advisors About Marketing
17 Jun 2019
Contributed by Lukas
Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the...
What I Would Do If I HAD To Get Clients
10 Jun 2019
Contributed by Lukas
If you're currently struggling to add more clients to your business, it might sound impossible to land clients by next week. But if you had to for you...
Financial Advisor Business Lessons From Tony Soprano
03 Jun 2019
Contributed by Lukas
Who should you learn from when it comes to growing your business? You could learn from all sorts of seminars, books and courses. And many of them are ...
The Dark Side of Success
27 May 2019
Contributed by Lukas
When you start out as a financial advisor, you're hungry for success. You start landing your first few clients, then a couple more—and suddenly you'...
Financial Advisor Productivity Tips From Bill Gates
20 May 2019
Contributed by Lukas
Do you sometimes feel you can't get it all done? Between serving clients, growing your business and your private life, it's easy to have more tasks in...
4 Phrases Financial Advisors Should Never Use
13 May 2019
Contributed by Lukas
Building a business can be hard, especially in the beginning. There are bills to be paid, clients to be served and if you're new at this, you also hav...
Financial Advisors, Please Stop Asking for Referrals This Way
06 May 2019
Contributed by Lukas
As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and mak...
This seductive mistake can bankrupt financial advisors
29 Apr 2019
Contributed by Lukas
As a listener of this podcast, you know marketing is essential to your success as a financial advisor. And you probably have ideas on how to improve y...
5 marketing mistakes I've personally made
22 Apr 2019
Contributed by Lukas
You've probably seen plenty of experts dispense advice on how to become a highly-paid financial advisor. Most of them trumpet how much money they make...
Why being busy is the new stupid
15 Apr 2019
Contributed by Lukas
As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do l...
Millionaire financial advisor success factors, revealed
08 Apr 2019
Contributed by Lukas
To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a F...
Are financial advisors working while drunk?
01 Apr 2019
Contributed by Lukas
If you've ever been drunk, you'd probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles ...
The four-letter word I despise
25 Mar 2019
Contributed by Lukas
Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer...
How to make prospecting suck less
18 Mar 2019
Contributed by Lukas
If you want more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most f...
Why your experience and certifications don't matter
11 Mar 2019
Contributed by Lukas
If you've been a financial advisor for more than 10 minutes, you've probably heard of different certifications, helpful degrees to get and other piece...
How to tell if a financial advisor is poor
04 Mar 2019
Contributed by Lukas
Would you trust a dentist with crooked teeth? You wouldn't. Similarly, clients don't trust poor financial advisors. And while clients don't get insigh...
Why most financial advisors fail
25 Feb 2019
Contributed by Lukas
Whether you're in debt or have enough money to never work again, you've got the same amount of time in a day as everyone else. Time is the great equa...
How financial advisors can scale their business
18 Feb 2019
Contributed by Lukas
Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books ...
Why most financial advisors are hypocrites
11 Feb 2019
Contributed by Lukas
Who doesn't hate hypocrites? People who trumpet one thing and then go out to put the exact opposite into action. Unfortunately, most financial advisor...
Worst ways for financial advisors to ask for referrals
04 Feb 2019
Contributed by Lukas
Referrals. They're almost magical, turning one client into three without doing anything yourself. Whether you've gotten referrals before or are anxiou...
Mistakes financial advisors make on LinkedIn
28 Jan 2019
Contributed by Lukas
You go after specific people when you look for clients. You're looking for people who have more money than time. You need people who need financial ad...
Marketing lies financial advisors still believe
21 Jan 2019
Contributed by Lukas
To get more clients as a financial advisor, you need to improve your marketing. And you can find tons of marketing strategies everywhere from the inte...
Rules for successful financial advisors
13 Jan 2019
Contributed by Lukas
If you tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you'd never get done consuming ...
Financial Advisor Marketing Intro
28 Dec 2018
Contributed by Lukas
You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want get more clients without all the stress. ...