Financial Advisor Marketing Podcast
Business:Investing
If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.
Lots of “experts” want to sell you courses, seminars and books with complex client-getting strategies—but most of them don’t work. That’s because the high-level process of getting clients as a financial advisor is simple.
In this episode, you’ll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love.
Ready to get more clients without complex marketing strategies? Listen now! Show highlights include:
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
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.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html
https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html
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