While one-time financial plans aren’t as attractive to prospective clients or your financial advice business, there’s still a place for them.

Some people will prefer a one-time plan, and others might see it as a way to take your services for a test drive before committing to a long term relationship.

But most financial advisors aren’t good at helping their prospective clients see the value of one-time financial plans. And this flaw nukes your conversion rates.

So, in today’s episode, I’m going to share the biggest obstacles prospective clients will have to buying a one-time financial plan. And how you can overcome each one to improve your sales process and remove the barriers to working with you.

Listen now.

Show highlights include:

• The almost-too-obvious, yet wildly effective way to convert more people into paying clients (6:51)
• One skill financial advisors must master to overcome the psychological “temporal discounting” glitch your clients will have to your one-time financial plan (12:10)
• How to make your clients sell themselves on buying a service with a delayed payoff (even when it goes against their natural psychology) (12:38)
• 3 things you must emphasize when selling to prospective clients who have the “DIY Mentality" (14:40)
• How to help your clients feel more empowered when buying a one-time financial plan (this boosts conversions) (17:50)
• The “Future Relationship" positioning trick that turns one-time financial plans into recurring revenue (19:45)

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.

My track record of successful content marketing campaigns rivals anyone who specializes in helping advisors with their marketing. In fact, I don’t know if there’s anyone who has a more successful track record than myself in this niche.

And today, I’m revealing the secret to why my content marketing campaigns have been so wildly successful. I’m not sharing this to brag, but to show you how simple it can be when you do it right.

The problem is, 99% of financial advisors approach content marketing in the exact opposite way as I teach. That’s why your lead magnets, blogs, ads, and other forms of content marketing fall on deaf ears.

But it doesn’t have to be this way once you listen to today’s episode.

Show highlights include:

• How applying the lesson from my grip strength story to your financial advice business will make 2025 your most profitable year yet (3:29)
• Why this specific type of lead magnet attracts higher quality leads and clients than any other type (8:58)
• The overlooked, yet only proven way to create high performing content that makes your prospects only want to hire you (10:08)
• Here’s the brutal truth about why 99% of content financial advisors create falls flat and leads to no new business (10:19)
• Why November, December, and January are the 3 most important months for determining how successful you’ll be (12:01)
• The 4-step lead magnet creation process that will help you create a wildly successful lead magnet that turns strangers into your best clients (14:09)
• How thinking of your marketing as an army of gatekeepers not only attracts higher quality clients, but also frees up your time without sacrificing your wealth (19:31)

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.

If you’re serious about making 2025 your most profitable and successful year yet, I created a new guide to help you accomplish that. It’s called 5 Marketing Moves Financial Advisors Should Make In 2025 and you can get it for free at https://TheAdvisorCoach.com/moves.

While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.

And you know what?

It’s easier to spot red flags than you might think especially when you know what to look for.

Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.

Best part?

Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.

Listen now.

Show highlights include:

• The insidious way bad clients make you worse at serving your best clients (2:51)
• If your prospect utters this sentence, run away as fast as you can (3:50)
• How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38)
• The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34)
• 3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43)
• The single most dangerous “cocktail of red flags” mindset your clients can have (22:40)

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