Financial Advisor Marketing Podcast
Business:Investing
Marketing To Millennials (With Thomas Kopelman)
Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle.
millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth.
But you don’t have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors.
Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he’ll show you how to find an underserved market, get clients and dominate your niche.
Sick of talking to prospects who’ve heard it all before? 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 the 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-business-plan-tips.html
https://www.theadvisorcoach.com/entry-level-financial-advisors.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
Create your
podcast in
minutes
It is Free