Financial Advisor Marketing Podcast

← Financial Advisor Marketing Podcast27 jul · 26 min

What To Say When PeaxWhat To Say When People Ask What You Do (That Makes Them Lean In)ople Ask What You Do (That Makes Them Lean In)

What To Say When PeaxWhat To Say When People Ask What You Do (That Makes Them Lean In)ople Ask What You Do (That Makes Them Lean In)27 jul26 min

What do you say when people at parties or other social outings ask what you do for a living?

Most advisors have the same, lame answer as other advisors: They say their job title.

This kills more conversations, more potential appointments, and more possible clients than perhaps any other sentence you utter.

Why?

Because when you answer with your job title, you sabotage the other person's curiosity, and even worse, you make them "file" you in their brain with the hundreds of other advisors who have been bugging them via cold email, cold LinkedIn DMs, and other invasive marketing channels.

Or, in other words, you make them check out of the conversation before they ever consider leaning in.

That's the bad news.

The good news?

After you listen to today's show, you'll know exactly what to say to people who ask what you do in a way that makes them lean in. And you know what? Some may even decide to hire you on the spot!

Listen now.

Show highlights include:

Why fry-stealing seagulls are better at their job than you are at giving financial advice (and what to do to fix it) (4:45)