The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds.

And there are three key things that will rule the future of financial advice.

Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years.

So, what are the three things that will rule the future of financial advice?

In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes.

Listen now.

Show highlights include:

• The almost-too-simple “human centered advice” secret for thriving as a financial advisor in the next couple of years (1:25)
• Why an uptight and super professional “About Me” page on your website scares wealthy clients away (3:05)
• How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30)
• Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07)
• How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

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)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.

For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.

But there’s one tiny problem with this…

None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.

That’s the bad news.

The good news?

In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.

Listen now.

Show highlights include:

• You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)
• The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)
• The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)
• Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)
• How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)
• The top 4 marketing channels that high growth financial advisors use (19:14)

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.