This Separates Ethical Advisors From Manipulative Ones

[upbeat music] You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want to get more clients without all the stress.

You're about to get the real scoop on everything from lead generation to closing the deal.

James is the founder of theadvisorcoach.com, where you can find an entire suite of products designed to help financial advisors grow their businesses more rapidly than ever before.

Now, here is your host, James Pollard.

Hey, financial advisors.

Welcome back to another episode of the Financial Advisor Marketing podcast.

I'm your host, as always, James Pollard, and today we're going to get into something that's a little bit controversial for a lot of people.

I don't really care either way.

The answer seems obvious to me, but people really pick their fights on this one.

I have discovered that financial advisors and practice management people, they share their sales processes, and people will lose their minds because some people think that these sales processes are amazing and awesome and everybody should just bow down to how cool they are, and other people think that these processes are borderline criminal.

[chuckles] I think both camps are missing the real lesson, which is what I want to unpack today.

I have noticed that this industry is full of people who sit at two unhealthy extremes.

[upbeat music] You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want to get more clients without all the stress.

You're about to get the real scoop on everything from lead generation to closing the deal.

James is the founder of theadvisorcoach.com, where you can find an entire suite of products designed to help financial advisors grow their businesses more rapidly than ever before.

Now, here is your host, James Pollard.

Hey, financial advisors.

Welcome back to another episode of the Financial Advisor Marketing podcast.

I'm your host, as always, James Pollard, and today we're going to get into something that's a little bit controversial for a lot of people.

I don't really care either way.

The answer seems obvious to me, but people really pick their fights on this one.

I have discovered that financial advisors and practice management people, they share their sales processes, and people will lose their minds because some people think that these sales processes are amazing and awesome and everybody should just bow down to how cool they are, and other people think that these processes are borderline criminal.

[chuckles] I think both camps are missing the real lesson, which is what I want to unpack today.

I have noticed that this industry is full of people who sit at two unhealthy extremes.