Category Archives for "Uncategorized"

2 The Financial Planning Marketing Conundrum (and what to do about it)


It’s the Advice Marketing conundrum.

You want leads. They need advice.

Why doesn’t it all just come together?

Of all the problems most financial planners, accountants and brokers I speak to would love to solve, consistent, great quality leads is up there.

To create a flow of leads that means you can invest more time back into advising, instead of worrying where the next opportunity is coming from, drinking a thousand coffees with potential strategic partners or waiting for clients to refer through.

To be able to connect easily with people who don’t come questioning, but instead know who you are and how you help.

Great clients who come into your office whispering the magic words, “I know who you are. I know what you do. I’m here to talk to you about whether you can help me”

For the most part, though it doesn’t work like that, and the reason is this.

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20 How People Talk About Financial Planners (and what to do about it)

Positioning Financial Planners

It’s the question you secretly dread:

“So, what do you do for a living?”

You should be delighted that someone’s showing an interest in your passion.

But the problem is, you’ve been here before. You know how it ends.

Pushing your doubts aside, you launch into an explanation, all the while waiting for that inevitable moment…

That moment when her eyes glaze over and you can practically read her thoughts.

She’s wishing she’d never asked.

She forces a smile. “I guess it’s nice to be a financial planner.”

And a tiny part of your dream dies.

So what’s the problem here? Is it you, or people’s opinions about financial planning?

If you’re struggling to spark people’s interest in our beautiful profession too, there’s a good chance it’s both.

But fortunately for you, there’s a simple solution…

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How Financial Planners Ought To Help To Pay Off Debt (it makes you cringe, but it works)

Can I be painfully honest with you for a moment?

Not thank-God-he-told-me honesty, where somebody points out you have spinach on your teeth.

No, I’m talking about the sucker-punch-straight-to-the-face brand of honesty.

It’s brutal. It’s ugly. It’s unexpected.

In fact, I’ve been holding off telling you this. So, out of respect for you, I want to tell you the truth.

And I can almost guarantee you will NOT enjoy it.

So here it is.

You know how you’ve been helping your clients with their debt-issues? Tried everything, and it’s just not working, right?

Well, it’s not because you haven’t found the right debt repayment structure. It’s not because of some easy budgeting tricks. It’s not because of the way you’re dealing with debt collectors.

It’s because you’re giving the wrong advice.

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17 This Is Why Free Prospect Meetings Mostly Don’t Work (and What Will Instead)

This Is Why Free Prospect Meetings Mostly Don’t Work (and What Will Instead)

I get it.

You don’t want to be one of the thousands of financial planners stuck in the land of sameness — indistinguishable as you parrot the same old advice everybody else does.

You want your service to get noticed, and you want it to feel vibrant, fresh and new.

But your financial planning service might feel threadbare, and you’ve got no bloody idea how to make it exciting again.

So you search for answers on how to stand out.

But all you find is this airy-fairy platitude: Offer a free first prospect-meeting!

Which feels like surface-level hoopla that lacks the substance and specifics you really need.

The harsh truth?

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