Financial Advisor Marketing Podcast

← Financial Advisor Marketing Podcast24 aug · 23 min

How To Build A Marketing System That Gets Clients While You Sleep

How To Build A Marketing System That Gets Clients While You Sleep24 aug23 min

Most financial advisors think they have a marketing system because they can reliably land appointments and get new clients. But when you take a closer look, their entire marketing "system" is based solely on their output.

You might have consistency and great habits which support it. But what happens if you get sick, take a vacation, or would just rather spend a day at the beach than stare at a screen?

For most financial advice businesses, their entire marketing "system" dries up the second they take their foot off the gas. That's because while they might have consistency and good habits, they don't have an actual marketing system that reliably gets them clients while they sleep.

If that sounds like you, today's show might be the best way to "invest" 20 minutes of your time for a lifetime of return. By the end of the episode, you'll know exactly how to set up an actual marketing system that brings you clients while you sleep.

Listen now.

Show highlights include:

How your consistency is stealing your marketing returns without you realizing it (1:26)

The one common throughline I see infecting every financial advice business that's stuck at only making $200k a year (2:51)

Why something as simple as an email sequence can finally be the thing that helps you land clients without speaking a single word to them beforehand (4:42)

The "labor or asset" mindset shift, which, when applied to your marketing efforts, can add an extra 0 to your bottom line at breakneck speed (5:54)

4 things that every marketing system must have if you want it to help you land clients while you sleep (9:17)

Why I can tell whether or not you have a marketing system by spending three seconds on your website (11:35)