Marketing strategies for financial pros.
The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.
Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn? That’s not a coincidence.
Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer? Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.
Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner? Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.
Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.” How do you push past perfectionism and publish anyway?
Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential.
David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need. No one was talking to the queer community about finances.
When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.
You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them.
You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?
Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this: Emotional intelligence is a muscle that you can train.
Are your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your business growth?
If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with. Or sitting through courses you don’t find valuable. What if you could satisfy your continuing education requirements on your own terms, and with less time required?
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