Financial Advisor Marketing Podcast

One of the most common questions I get from financial advisors is, How can I be more productive?

The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).

But heres the problem:

Most productivity books and coaches layer on the fluff because they dont actually want you to get more productive. They want to make you feel like youre becoming more productive without actually doing it.

But I care about you. Thats why Im sharing my coveted 5 Pillars of Extreme Productivity" with you in todays episode.

Listening today could add an extra 0 to your bank account down the road

Listen now.

Show highlights include:

• This productivity hack that gurus wont tell you has nothing to do with time (1:13)
• A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)
• The overlooked ultradian rhythms secret to extreme productivity (2:51)
• Why working more than 2 hours in a single burst makes your productivity suffer (3:11)
• 3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)
• This quietly kills more dreams, projects and to do lists than anything else out there (its not laziness or procrastination) (6:51)
• How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why its smarter to eliminate willpower entirely) (9:29)
• The CRR Method that rewires your brain to want to achieve the goals you set (10:26)
• How to change your very identity to align better with your goals (14:39)
• Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings) (15:25)

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesnt have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from why does this cost so much? to how soon can we get started? I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

And since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, Ill send you a collection of seven objection busting and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here:https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.

But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success.

This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again.

Listen now!

Show highlights include:

• The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31)
• How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33)
• Delicious lesson waffles can teach you about financial services. (4:25)
• Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47)
• How to make price resistance vanish into thin air and turn skeptics into clients. (8:22)
• “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19)
• Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)

What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?

It’s not luck, connections, or even intelligence. 

It’s something far more fundamental than that. 

In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life. 

Best part?

Once you know about these 2 fundamentals, you can improve at them like any other skill. 

That’s what we’re covering in today’s show. 

Listen now. 

Show highlights include:

• Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55) 
• The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32) 
• 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45) 
• How to double your fees overnight without sacrificing a single client (8:20) 
• The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09) 
• The weird way higher fees can build more trust than resistance (12:55) 
• 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01) 
• Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36) 

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. 

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully. 

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing. 

And since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences. 

Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do. 

But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business. 

They’re far more fundamental. And thus, less sexy. 

But here’s what I can promise you: 

If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner. 

They’re that effective, but only if you actually do the work and implement them. 

Listen now. 

Show highlights include:

• 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49) 
• Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12) 
• The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30) 
• Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59)
• Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43) 
• Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38) 

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. 

And since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Most financial advisors are in for a rude awakening that’s coming sooner rather than later. 

The golden age of advisor marketing is ending. 

Once it ends? 

Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive. 

I don’t say this to scare you but to prepare you: 

Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good. 

It’s your choice: 

Listen now. 

Show highlights include:

• 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)  
• The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50) 
• Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24) 
• 4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16) 
• The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07) 
• Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21) 

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings. 

And since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.