Direct mail is the most underrated—and most effective—way for financial advisors to get clients.

But… only if you know what goes into making a direct mail campaign successful.

Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least.

In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate.

Listen now.

Show highlights include:

• The best direct mail call-to-action for financial advisors to maximize your response rate (2:08)
• The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33)
• Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57)
• The #1 ingredient any direct mail campaign must have to be successful (5:20)
• How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47)
• Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11)
• The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09)
• This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours.

The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads.

But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork.

So, what’s this secret ingredient? And is it missing from your marketing?

Listen now to find the answer for both.

Show highlights include:

• The one secret ingredient missing from almost every advisors’ marketing that threatens your entire business (4:32)
• How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52)
• The “Marketing Seasons” method for predictably scaling your financial advice business (6:30)
• 2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing.

In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.

Why?

Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today).

In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business.

Listen now.

Show highlights include:

• How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04)
• The “Other Person’s World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03)
• Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04)
• How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this) (13:05)
• The counterintuitive way your current results stifle and suffocate explosive growth (18:47)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital.

And so, I wanted to give you the exact step-by-step framework I’d use if I had an extra $100,000 to spare for an advisor.

Best part?

You don’t need nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to.

Listen now.

Show highlights include:

• The first person you should hire in your financial advising business if you want to grow your business even faster (2:28)
• The absolute worst thing to delegate to someone else that can sow the seeds to your business’s downfall (4:58)
• Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53)
• How to create and design a lead magnet that brings in business for years (7:35)
• How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to “mimic” my results in your business) (11:38)
• The “Niche Credibility” secret for becoming wildly popular to your niche (18:45)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57M

While I love when financial advisors read marketing books to level up their skills…

Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!

That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients?

How?

I explain how this happens in today’s episode.

Listen now.

Show highlights include:

• Why reading books like “The E-Myth” & “Who Not How” can set your wealth back by years in your financial advice business (2:32)
• How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38)
• This is the single most lethal “marketing” strategy parroted by gurus that will instantly tank your bottom line (6:38)
• The psychological “Effort Heuristic” secret that explains why taking longer to reach your client’s goals makes them value you more (11:09)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

I’m not the richest person in the world, but I have done well with my money.

Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.

In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers).

Want to discover some “unusual” ways to create (and destroy) wealth?

Listen now.

Show highlights include:

• How the “jimmy” the cost of your services to attract higher quality clients (3:07)
• Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17)
• Why investing in yourself almost always generates more revenue than even the best stocks (7:45)
• How to make more money in your financial advising business by simply upgrading your mattress (11:23)
• Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04)
• The biggest money-eating mistake parents make (19:26)
• This is the single best investment you can make—according to Warren Buffet (20:54)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.

His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.

And you know what?

A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all).

Worst part?

Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut.

In this episode, you’ll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them.

Listen now.

Show highlights include:

• Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here… (4:01)
• Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29)
• One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25)
• How you’re accidentally making your clients feel judged when you offer financial advice instead of supported (14:04)
• Why only doing “revenue-generating activities” is not only weird but foolish if you want to grow your business (14:38)
• The “Coddling Cocktail” of factors that will shatter your dreams and business right in front of your face (18:35)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.

But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.

This is something nearly every billionaire has had to figure out.

The good news is that in today’s 300th episode special, I reveal how to be successful—straight from a billionaire’s perspective.

Want to actually enter the top 1% instead of it being a far-fetched dream?

Listen now.

Show highlights include:

• How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20)
• The “Compounding Yourself” secret for becoming wealthier than investments could ever even dream of making you (7:41)
• Why the most successful financial advisors fail the most often (13:59)
• How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven’t gotten there yet) (19:02)

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.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT