Despite what many financial advisors think… Marketing is not about being cute, it’s not about being clever, and it’s not about being creative.
The only goal of marketing is far simpler than that: It’s getting clients.
If you aren’t getting as many clients as you can possibly serve, then there are certainly some leaks in your marketing strategy. In fact, there are 23 harsh truths about marketing that most advisors are blissfully unaware of - until their backs against the wall to save their business.
That’s what we cover in today’s episode. You’ll discover the 23 marketing mistakes I see advisors repeating over and over again, so you don’t make them again.
Listen now.
Show highlights include:
- The cord, hard truth about why objectively inferior financial advisors make more money than you (0:50)
- How selling financial plans, instead of what I reveal at the timestamp, to your clients can make them jump ship for a competitor (1:40)
- The insidious trap of content marketing that most advisors don’t figure out until it’s too late (2:05)
- How to serve your clients in such a way that clients refer new clients to you for things you don’t even sell (4:29)
- Why financial advisors don’t compete with other advisors (and the true enemy you compete against) (5:44)
- How having this one phrase on your website or services page will make ideal clients flee in terror (even if it’s littered across the vast majority of advisor websites) (6:51)
- The trick for getting an unfair competitive edge over advisors with better offers and prices (7:55)
- Why professional headshots, alphabet soup designations, and a pretty website don’t convey trust like you think (and the real way to build trust) (19:10)
- The ONLY 2 ways to improve your marketing (everything else, besides what I say at the timestamp, is distracting fluff) (20:32)
Related: 25 Essential Steps to Succeed Fast as a New Financial Advisor