How To Sell Ongoing Financial Advice

Financial Advisor Marketing Podcast

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.