There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.

Here’s why:

After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 signs.

If you have even one of these 15 signs, you have to change it like your business depends on it. Because it does.

You might not like what you hear in this episode… but if you heed my advice, you might be able to succeed.

Only one way to know:

Listen now.

Show highlights include:

• The single most defeating mindset too many financial advisors have (2:30)
• How I can tell with near 100% certainty whether or not a financial advisor will succeed based on one word (3:47)
• Here’s the cold, hard truth you don’t want to hear about why your marketing falls on deaf ears (5:57)
• The “Reading Test” to use in all of your ads that naturally repels horrible clients (and makes your dream clients drool about working with you) (9:11)
• Why worrying about the compliance department puts the nail in your financial advice business's coffin (18:00)
• The fastest way financial advisors end up broke and embarrassed (and why this is far more common than you might think) (20:16)

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.

Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.

Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't.

I had a few shocking discoveries… some that flew in the face of conventional wisdom and so-called “best practices”… and even noticed a couple boneheaded mistakes I was making.

In this episode, I share 5 of my biggest takeaways after analyzing 2,670 emails I sent.

If your emails aren’t converting like you want, today’s show is your solution.

Listen now.

Show highlights include:

• The “double-edged sword” email that has consistently been some of my highest converting emails (and why I personally don’t like this) (2:56)
• How to get higher open rates by breaking every rule Google and ChatGPT tell you about subject lines (4:45)
• The weird reason that increasing your unsubscribe rate is one of the most successful outcomes you can have (6:51)
• A boneheaded mistake I made for far too long in my emails (10:57)
• Why cramming value into your emails mutilates your conversion rate (14:18)
• 4 emotional ingredients your emails need if you want them to be opened, read, and purchased from (16:02)

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

Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.

And so, they do the same old things expecting better results, then burn out in the process.

Here’s the good news:

If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau.

You might not like everything you hear. But if you implement it? Your life will look very different a year from now.

Listen now.

Show highlights include:

• 3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17)
• Why nothing stifles your business’s growth more than being busy (5:10)
• Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45)
• These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18)
• The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01)
• The “task batching” productivity hack that frees up an extra week each and every month (13:06)
• Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51)
• How to grow your business by growing yourself (22:27)

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.