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Dec 2024
19m 49s

3 Hard Things Advisors Should Do To Set ...

James Pollard
About this episode

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway. 

And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road. 

But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success. 

If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late. 

Listen now.

Show highlights include:

  • The insidious “second mistake” that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24)
  • Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34) 
  • How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19) 
  • How to ethically “morph” your audience’s mind to be more receptive to hiring you with the “Familiarity Principle” (10:29) 
  • The “just talk” LinkedIn strategy that can fill your calendar with high-quality prospects (15:46) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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