While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.

And you know what?

It’s easier to spot red flags than you might think especially when you know what to look for.

Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.

Best part?

Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.

Listen now.

Show highlights include:

• The insidious way bad clients make you worse at serving your best clients (2:51)
• If your prospect utters this sentence, run away as fast as you can (3:50)
• How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38)
• The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34)
• 3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43)
• The single most dangerous “cocktail of red flags” mindset your clients can have (22:40)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

I’ve written my print newsletter for financial advisors since 2018. Since then, I’ve seen social media profiles, analytics, ad accounts, balance sheets, CRMs, and more of thousands of financial advisors.

More:

I’ve had more than 10,000 conversations with financial advisors about the behind-the-scenes stuff they don’t share anywhere else about marketing and business.

And you know what?

From these tens of thousands of conversations, I’ve discovered that there are 7 key things that make the difference between the most successful financial advisors and the ones who stay stuck in the middle forever.

Do you have all 7?

Listen now to discover the 7 things successful financial advisors have in common.

Show highlights include:

• The sneaky way obsessing over ROI can tank your marketing results (4:43)
• Why asking more questions in your personal life can unlock consistent growth in your business (even if your questions have nothing to do with business) (8:49)
• The #1 most effective thing I have ever seen for getting more clients and building a better business (9:38)
• How to hire the world’s best “closer” for prospective clients without paying an extra penny for appointments set (10:42)
• Why developing a golf, tennis, or Jiu Jitsu hobby this year can make you the most successful advisor in your area by 2026 (13:39)
• My theory for why introverted financial advisors tend to be more successful than extroverted ones (16:25)
• Why your brain wants to sabotage your success—and how to stop it before it’s too late (20:07)
• 3 of the most deadly defense mechanisms that will trick you into staying in your comfort zone instead of adding an extra 0 to your bank account (20:21)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter—and this is the LAST chance to get grandfathered into the $99/mo price because the price increases to $199/mo on January 1st 2025, no exceptions—I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too.

Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years.

They’re different.

They’re timeless.

And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can.

Listen now to hear the 7 books I think all financial advisors should read.

Show highlights include:

• How to read a book by the end of the year (without depriving yourself of champagne, gifts, and Christmas festivities) (0:52)
• Why even atheist financial advisors should read the Bible (1:44)
• This mystical book recommendation from a “con man” always gets pushback… but it works (3:04)
• My favorite Warren Buffet book (even though he didn’t write it and it’s barely about him) (4:55)
• How airport books can actually set your financial advice business back decades (5:35)
• The “Investor Mindset” secret shared by 8 of the world’s most successful CEOs (6:10)
• Why rapid client growth is the worst way to grow your business (6:39)
• The “few simple disciplines” secret from the world’s greatest motivational speaker (11:25)
• 3 traps that will ransack your business and freedom if you fall into them (18:47)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT