What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?

It’s not luck, connections, or even intelligence.

It’s something far more fundamental than that.

In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life.

Best part?

Once you know about these 2 fundamentals, you can improve at them like any other skill.

That’s what we’re covering in today’s show.

Listen now.

Show highlights include:

• Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55)
• The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32)
• 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45)
• How to double your fees overnight without sacrificing a single client (8:20)
• The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09)
• The weird way higher fees can build more trust than resistance (12:55)
• 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01)
• Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36)

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

And 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.

Most advice is nothing more than the same old self-help platitudes dressed up differently and catered to different audiences.

Since I value you more than the average self-help guru, I don’t want to do that. But I do want to give you 7 things that will improve your business more than anything else you could do.

But… none of them are “one weird trick” gimmicks. And most of them aren’t about marketing or sales or growing your financial advice business.

They’re far more fundamental. And thus, less sexy.

But here’s what I can promise you:

If you do each of these 7 things, you’ll look back on your business in 5 or 10 years and wonder why you didn't implement every single thing sooner.

They’re that effective, but only if you actually do the work and implement them.

Listen now.

Show highlights include:

• 7 real, S-tier, battle-tested changes that directly impact how successful you are in your business (0:49)
• Why your lack of focus and propensity for procrastination has more to do with your environment than your willpower and discipline (1:12)
• The “15:7” secret for doubling or even tripling your strategic productivity by the time you listen to next week’s episode (4:30)
• Are you tricking yourself into pretending to be productive when you’re doing nothing but wasting time? Many financial advisors fall into this trap, but these 4 questions will free you from its grip (6:59)
• Why creating a "Minimally Viable Morning Routine” will instantly improve your mood, give you more agency, and ratchet up marketing success like nothing else can (8:43)
• Dr. Phil’s business advice for financial advisors who are stuck and don’t know why (16:38)

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

And 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.

Most financial advisors are in for a rude awakening that’s coming sooner rather than later.

The golden age of advisor marketing is ending.

Once it ends?

Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive.

I don’t say this to scare you but to prepare you:

Today’s show takes you through my step-by-step plan for preparing for the end of the golden age of advisor marketing. Either you’ll do everything I recommend in this episode and watch your business dominate… Or you’ll put this off until you wake up one day to bury your business in the dirt for good.

It’s your choice:

Listen now.

Show highlights include:

• 5 reasons why the golden age of advisor marketing is ending (and how to protect your business and legacy before the steep decline) (1:38)
• The basic supply and demand explanation behind why the RIA industry is nearing collapse (2:50)
• Why SEO is the absolute worst marketing strategy to prioritize in 2025 (in fact, SEO may never be a viable strategy again) (3:24)
• 4 non-negotiables your financial advice business must have before the golden age of advisor marketing ends (missing any one of the four non-negotiables is like buying a headstone for your business) (8:16)
• The 4 step plan to prepare your financial advice business to not only survive the death of the golden age of advisor marketing, but thrive through it too (9:07)
• Why generalist advisors will die a slow death if they don’t pivot quickly - and the only question you have to answer to build a wildly profitable niche (9:21)

Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

And 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.