The 4 Mistakes Advisors Make - That Keep Them Working Hard & Making LESS [New Podcast Drop!]

#businessgrowth #financialadvisors #financialadvisortips #freetraining #leadgeneration #marketingstrategies #prospectingexpert #successtips Sep 07, 2023

Hey There!

Before we dig in, this episode is sponsored by my FREE Training for Financial Advisors coming up on September 12th! 

Simply put, if you want to build a lead machine, this training is for you. Click here to register!

On September 12th at 5pm EST, I’ll be sharing the exact system you can use to create a Lead Gen MACHINE. 

This system helped me grow to $490k of revenue in 2022 – while only seeing clients 2 days a week!

Register for free training here – and make sure to attend LIVE to get access to some incredible bonuses!

Alright, onto the episode!

Today, I’m sharing 4 Huge Mistakes I see Advisors make – and these mistakes are what keep them working hard, making less, and playing small!!

Ready for the 4 mistakes?

  1. They let their energy get eaten up by back end activities… instead of focusing on their zone of genius (revenue generating activities)
  2. They rely entirely on a 1:1 outbound marketing strategy… vs a 1:MANY or INBOUND marketing strategy.
  3. They think casting a wider net will get them more clients… when in fact it does the OPPOSITE!
  4. They confuse being uncomfortable with being out of alignment

Ready to dig into the episode? 

Listen on Spotify! 

Listen on Apple Podcasts! 

+ Oh, and here’s a BONUS Mistake! #5: They don't realize there’s a difference between SALES and MARKETING.

And #5 such a big mistake, that I even decided to record an entire Podcast around it! Check out my NEXT Podcast coming out - Episode 76 to dig in!

I’d love to hear what you think! Follow me on IG → @thefinancialadvsioracademy and send me a DM with any ah-ha’s or revelations!

ILY!!

Scottie

P.s. Have you heard about my brand new free training coming up on September 12th? If you’re a Financial Advisor & want to double your leads (and revenue), this is for you. 

Join me LIVE to learn how to create a lead gen MACHINE & crush the rest of 2023!

Space is limited, click here and sign up now!