Lexicon Advisor Marketing

If you want to know how top advisors scale, I’ll tell you it’s not a secret.

They surrender. They invite. They open.

They don’t grasp. They don’t chase.

For trying to grasp at life is like trying to clench water.

When your hands are grasping at the water, it slips through your dehydrated fingers.

But when you loosen your grip, you find the water settles just fine.

NAPFA’s Spring 2025 National Conference is coming up soon!

Join me, Eric Stein, CFA and Elizabeth Cope, CPA, CIPM, CSCP for a session on May 8th on the many, many benefits of outsourcing.

During our session we’ll teach you:
🌵How to use fractionals to improve business outcomes
🌵How to pick the right providers
🌵When to consider using them in your journey

👉🏻Register today: https://lnkd.in/didsuqjU

Will you be in Phoenix? Drop me a line and let’s meet up!

Do you know what makes you irresistible to your potential clients?

It may not always be about what you say or what qualifications you hold.

It’s about understanding the why behind your magnetism.

Yesterday, a client witnessed the power of perfectly aligned messaging when a prospect showed up to the initial meeting ready to sign up.

The prospect had gone through the advisor's funnel, stayed on the email list for 8 weeks, and signed her agreement to work with my advisor on the discovery call.

You, too, can have this success...but only after you unearth and bottle up what makes you the "no questions asked" advisor people want to work with.

What makes you different? Do you know what makes you irresistible to your potential clients? It may not always be about what you say or what qualifications you hold.It’s about underst...

😬 Desperation isn’t a good look for anyone!

The beauty of inbound digital marketing is that it brings the prospects to you. 🧲

It allows them to move through the journey of finding an advisor at their own pace 🏃‍♀versus you constantly reaching out via phone (which, by the way, isn’t scalable).

Inbound marketing works for advisors because it is far less invasive, less threatening, and adds overall value 🤑for your prospect along the way.

The informative nature allows you to stay engaged with your prospects and earn their trust through sharing your expertise and resources. 💻

Where traditional sales focuses on closing the deal, content marketing operates under the premise of adding value.

The best way to “sell” a prospect as a financial advisor is by not being salesy.

Client: “What kind of outcomes can we expect from digital marketing?”

Me: “Depends how well you follow our recommendations.

Am I right to say that your own outcome is to get you to be #1 in your field?

So if you follow our recommendations and stick to it, we can both be working on the same thing together. “

And if you do nothing…..

Your competitors will continue stealing potential new clients from under your nose … without your even knowing it! 🤯

Who do you want them to call when they search “financial planner near me”?

PS Our clients are signing an average of 18+ new clients a year… with just one new client in many cases paying our entire marketing fee for the whole year!

Invested in your outcome?

Absolutely. That’s why we sometimes have to give tough love and advise clients away from what they think will work and toward what will actually work.

🫶This is how we protect your investment and our reputation.

Working together to grow your business…

…so you can do less and smile more.

Ready to take back some of that market share?

Did you know that NOT sending enough emails could HURT you?

Take this advisor, we’ll call her Sarah, who received an alert from Keap that her email capabilities had been disabled 😱.

Why?

She had a 6.5% complaint rate in 30 days (double 😱😱).

[It is generally accepted that spam complaint rates over 0.1% (1 complaint per 1000 unique email addresses sent per provider) are excessive.

Note: This metric is tracked per email provider and not as global rate.]

BUT!!!!! This 6.5% was only from 4 complaints.

You see, when you ARE NOT emailing WEEKLY, and only sending out 184 emails to 77 contacts, 4 complaints looks like a whole lot more than is acceptable.

So, if anything….today’s post is your weekly reminder that being consistent with your email marketing and constantly working to build up your email list are paramount—not just to generate new leads to turn into clients, but so you don’t get 🐓blocked by your own email marketing program!

Did you know that 41% of investors search for a financial advisor in Google?

26% of those searchers rank it as their most important source of information! 🤯

(Thanks for the stat, BNY Mellon | Pershing)

This is all just to say = SEO matters.

So I don’t know who needs to hear this, but go set up your ✨Google My Business ✨account.