A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.

But you know what?

He lost more than 50% of his business! Today, he has fewer than 600 members.

Why?

Well, he made two business-sinking mistakes that I also see financial advisors making in their own businesses too.

In today’s episode, I share this cautionary tale with you, reveal the two massive mistakes he made that resulted in losing more than 50% of his business, and explain how you can avoid these mistakes in your financial advice business.

Listen now.

Show highlights include:

• 2 big mistakes you must avoid in business if you want to attract and retain clients (0:33)
• The tragic story about how a marketing legend lost 50% of his business in a year (and how to avoid the same fate with your business) (1:53)
• Why even the best marketing assets won’t mean diddly if your financial advice business lacks this… (6:28)
• A few ways to deliver ongoing value to your clients that prevents them from leaving you for a competitor (7:56)
• The weird way charging more for your services helps your clients even more than it helps your bank account (9:37)

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.

The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.

All clients aren’t created equally.

But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar?

That’s exactly what you’ll figure out after listening to this episode.

Listen now.

Show highlights include:

• The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15)

• How to name your products in a way that sells them for you (2:20)

• Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29)

• How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25)

• 2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15)

• These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50)

• 4 reasons to filter your potential clients with the “T Method" (17:42)

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.

There are some prospective clients who, no matter how much they trust or value you, will never work with you.

And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you.

But there is a solution to this problem:

Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you’ll transform most of them into clients too.

In today’s show, you’ll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one in your marketing.

Listen now.

Show highlights include:

• The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40)
• How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16)
• The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29)
• Adding these few lines to your next email might just flood you with new appointments (10:13)

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.