As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.
The same is true for learning from other advisors’ successes too.
That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group.
Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode. Listen now.
Show highlights include:
- How simply being a good friend can fill your calendar with highly qualified appointments (4:38)
- The “4M Motivations” each of your clients will have (and how to uncover their motivations before they even do) (10:48)
- How to prepare your clients for downturns in the market so they can take advantage of them (12:27)
- The “for” question that calms your clients’ anxious and worried minds in an instant (even when their investments keep losing value) (14:22)
- This one controversial phrase ethically forces your clients to trust you even when you’re losing them money (17:13)
- How the overlooked “their world” marketing strategy can improve the success of every marketing campaign you run (21:12)
- The single most important “skill” for determining your long-term success and wealth (32:17)
- Here’s the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03)
Related: 3 Realistic Strategies That Can Add $100,000 of Revenue to Advisors’ Businesses