Financial Advisor Marketing Podcast
Business:Investing
10 Things Clients Want From Financial Advisors
There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money.
Here’s the thing…
There’s no right or wrong when it comes to perception. And your clients’ perception of you and your services mean more than the amount of wealth you build for them.
That’s the bad news.
The good news?
Well, it’s pretty simple to create a better perception of your services in your clients’ minds. Especially after tuning into this episode.
In this episode, you’ll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this).
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.
Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.
Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.
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/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
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