10 Marketing Myths Financial Advisors Believe

Most financial advisors believe that there’s a one-size-fits-all solution to marketing.

Not only is this true, but it’s dangerous.


Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.

In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths.

Listen now.

Show highlights include:

  • How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20) 
  • The weird “psychic energy” secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19) 
  • The most neglected, yet effective marketing channel most financial advisors ignore (11:15) 
  • Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24) 
  • 3 “hidden” ways to follow up with prospects to actually turn them into paying clients (13:52) 
  • The “Angel Investor” method for turning your online ads into a repeatable and scalable marketing strategy (14:43) 
  • Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51) 
  • How “Repulsion Marketing” where you dissuade people from working with you limits your headaches while growing your bottom line (19:38)

Related: Marketing Wins and Losses From 30 Years of Experience