5 Marketing Wake-up Calls Every Financial Advisor Needs To Hear

Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing. 

In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.  Why? 

Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today). 

In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business.  Listen now.

Show highlights include:

  • How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04) 
  • The “Other Person’s World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03) 
  • Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04) 
  • How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this)  (13:05) 
  • The counterintuitive way your current results stifle and suffocate explosive growth (18:47) 

Related: Why Popular Marketing Books Can Harm Advisors’ Businesses