Financial Advisor Marketing Podcast
Business:Investing
5 Types of Clients Financial Advisors Should Avoid Like The Plague
Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find.
If that’s you, you’re making an error that can kill your business—even if you succeed.
Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business.
There are 5 types of them. In this episode, you’ll hear exactly what they are, why they’re dangerous and how to spot them.
That way, you can keep those horror clients from ever entering your business and can build the business that works for you.
Show highlights include:
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html
https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
https://www.theadvisorcoach.com/sleep.html
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