7 Steps To Landing 5 Advisory Clients in 90 Days

Trending

I am tired of financial advisors telling me that they cannot grow but they just don't have the budget for paid ads. In almost every case, this is an excuse. And a rotten excuse at that.

These advisors think their lack of marketing spend is the reason they can't grow. But the true problem is much deeper than that. Your lack of marketing is a symptom of the deeper problem. And I prove it in this episode.

In today's show, I take you through step-by-step detail about how I'd land 5 financial advisory clients in the next 90 days with no website traffic, no email list, no social proof, and no marketing budget.

If you follow this 7-step system to the T, I'll be shocked if you only end up with 5 clients. It's possible you end up with several more.

But the truth?

Most advisors will get no clients from this because they won't implement it.

Which advisor will you be?

Listen now.

Show highlights include:

  • The "Lipstick on a Pig" secret behind why most of your marketing efforts produce no tangible results (1:28)

  • How I would go about landing 5 new financial advisory clients in the next 90 days if I had no website traffic, no email subscribers, and zero dollars in marketing budget (1:57)

  • Why skipping the critical "reverse engineering" step when trying to fill your pipeline is a recipe for wasted time, frustration, and a gaping hole in your client roster (5:21)

  • If you follow this 7-step framework to a T, you almost have to try to land fewer than 5 clients in 90 days (6:17)

  • The 3 ingredients your financial advisory business must to attract clients have when you have no money to spend on advertising (7:41)

  • How to potentially find high-quality clients who already trust you with nothing more than a spreadsheet and your noggin (10:01)

  • The cold, hard truth about why you're not getting any pipeline traction with LinkedIn (and why it's not all your fault) (16:46)

  • 4 elements to include in the title of your marketing asset that makes it irresistible to your niche (19:29)

Related: Most Financial Advisors Choose Their Niche Backwards