Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have?

Financial Advisor Marketing Podcast

There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.

Worst part?

Most financial advisors don’t even realize money is seeping out of their business every day!

But don’t worry - I got you covered.

In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank.

Listen now.

Show highlights include:

• 5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)
• The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)
• 2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)
• The single biggest LinkedIn mistake too many financial advisors commit (10:55)
• How to get more referrals from your current clients without begging them (11:21)
• The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)
• The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)
• How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45)

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