Financial Advisor Marketing Podcast
Business:Investing
I’m acting like a mad scientist in this episode:
I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test.
Why?
Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have.
But more importantly, there are many financial advisors who shy away from their true personality because they don’t realize it gives them a bona fide competitive edge.
Plus, you’ll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it.
Listen now.
Show highlights include:
83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan
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.
The Best Niche Marketing Advice I Can Give Financial Advisors
5 Secrets That Can Help You Keep Clients Longer
Why Buying Leads Is One Of The Worst Things Financial Advisors Can Do
How I Hire Freelancers
Lessons From An Advisor's First Six Months In Business
10 Lessons From A Marketing Campaign With A 100% Response Rate
Building A Thriving 700+ Member Community (With Mark Willis)
Creating Incredible Content Marketing Assets (With Jonathan Rivera)
Dumb Marketing Advice That Sounds Good But Fails Financial Advisors
Can Financial Advisors Have Multiple Niches?
How Financial Advisors Can Build Wealth Through Marketing Assets
Productivity Q&A: How Financial Advisors Can Get More Done
My Advice For Weak Financial Advisors
YouTube, Podcasting, Rebranding & More (With Brandon Neely)
3 Common (But Terrible) Niches For Financial Advisors
How To Create A Marketing Plan That Aligns With Your Unique Goals
Unconventional Email Marketing Advice That Can Get You More Clients
Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)
Content Marketing + Prospecting Tips (With Ermos Erotocritou)
Patterns In Successful LinkedIn Marketing (With Anthony Carlton)
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