Financial Advisor Marketing Podcast
Business:Investing
Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.
Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing.
Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business).
In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it.
Listen now.
Show highlights include:
Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html
Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
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.
Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.
Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
7 Pieces Of Productivity Advice That Changed My Life
The Big Fat Problem With Niche Marketing
Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds
The Future of Financial Advice Will Be Ruled By These Three Things
The Simple Formula Financial Advisors Can Use To Get More Clients
5 Things High-Growth Financial Advisors Do Differently, Backed By Research
10 Marketing Myths Financial Advisors Believe
Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors’ Businesses
Proven Referral Scripts That Get More Clients (With Bill Cates)
5 Tips For Creating Social Media Posts That Get Clients
The Most Common Marketing Advice I Give Financial Advisors
Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…
Personality Types of the Most Successful Financial Advisors Part 2
Personality Types of the Most Successful Financial Advisors Part 1
7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever
How I Would Market A Financial Advisor With Only $1,000
5 Little-Known Psychological Principles That Can Supercharge Your Marketing
How Financial Advisors Can Get Clients With Content Marketing
Stop Trying To Please Everyone (Life-Changing Info)
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