Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy?

In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conversion rates.

Key questions we answer include:

► How can I encourage prospects to take action without being pushy?

► Should I niche down to LGBTQ creative entrepreneurs?

► How can I create more authentic and engaging content?

Even if you're not struggling to close qualified leads, this episode illuminates how to refine your marketing message, stand out online, and convert more of your ideal prospects into long-term clients. Tune in to learn how to authentically grow your practice while staying true to who you are.

Resources:

• Sign up to be an advisor guest on the show
• Greenspring Advisors (Ben’s Firm)
• 10 Things I'd Do with the $200,000 Prize Money from "RuPaul's Drag Race"
• Who Not How by Dan Sullivan

How do you double your firm's size in five years? Is it through digital marketing or client referrals?

In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals.

Key questions we answer include:

► Should I focus on digital marketing or client referrals?

► How can I improve my referral process?

► What metrics should I track to measure marketing success?

Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Lake Road Advisors (Paul’s Firm)
• Marketing Metrics Tracking Template (From Rebel Media)
• Book: Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention
• Kitces Summit (April 2024) for referral marketing

Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?

In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses.

Key questions we explore include:

► How can advisors push through marketing failures and setbacks?

► What's the right balance between experimentation and focused effort?

► How do you market ethically while still driving business growth?

► Should advisors focus on "enough" in their marketing, or always push for more?

Whether you're just starting out or looking to take your marketing to the next level, this episode offers practical wisdom to help you connect with ideal clients in an authentic way. Tune in as we discuss overcoming impostor syndrome, designing effective experiments, and consistently delivering value to your audience.

Resources:

• Sign up to be an advisor guest on the show
• The Society of Advice: Marketing Workshop (10/17/24)
• Behaviorgap.com
• Book: Simple Marketing For Smart People (Billy Broas)
• Book: On B*llshit ( Harry G. Frankfurt)