Marketing strategies for financial pros.
The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.
While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.
As much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.
As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth. Imagine you applied this exact same expertise to become more influential in your market…
Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think you’d see?
If you’re like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.
Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation.
Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors aren’t.
If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?
Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?
There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor. According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½. This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.
Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.
If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?
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