A Simple Formula for Financial Advisors to Attract More Clients

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy!

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode.

Want to grow your business the lazy way?

Listen now.

Show highlights include:

  • How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00) 
  • The simplest, yet most effective formula financial advisors can use to land more clients (4:03) 
  • The only 2 numbers that matter for the success of your financial advising business (4:28) 
  • Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48) 
  • The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02) 
  • 3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16) 
  • How to double your conversion rate without headaches, frustration, or lucrative investments (11:43) 
  • The lazy way to grow your business faster than 90% of financial advisors (12:37) 

Related: 5 Things High-Growth Financial Advisors Do Differently