• How To Sell Ongoing Financial Advice

  • Jan 27 2025
  • Length: 24 mins
  • Podcast

How To Sell Ongoing Financial Advice

  • Summary

  • Many financial advisors squirm about the idea of selling ongoing financial advice.

    For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients.

    The result?

    Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets.

    But here’s the thing:

    In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too.

    In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too.

    Listen now.

    Show highlights include:

    • The single most important fundamental thing you need in order to successfully sell your financial advice (1:22)
    • 2 beliefs you must have in order to outsell any of your competitors (1:45)
    • How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35)
    • The religious argument for why you should charge more for your services (Best part? You don’t have to be religious to do this!) (6:37)
    • Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49)
    • How thinking like a lawyer or doctor can triple your business by this time next year (10:29)
    • 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48)
    • The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06)
    • 4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (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.

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