If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift. 

The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (rather than chasing them!).  

 

Podcast-Based Marketing for Client Acquisition 

[00:04:29] Content Creation for Financial Advisor Client Education 

[00:18:46] Podcast Branding and Visibility Enhancement Services 

[00:29:29] Podcast-Based Marketing for Client Acquisition 

[00:38:36] Enhancing Customer Experience Through Upfront Pricing 

 

From Prospecting to Purpose: Transforming Your Marketing Approach 

- Focus on creating informative, reliably posted content for potential clients. 

- Reach out to influential figures and make unexpected requests to increase courage and create opportunities. 

- Explore how you can reduce the time/process it takes to guide a new client from introduction to onboarded and active. 

- Ensure price transparency by clearly stating fees upfront to enhance the buying experience and establish trust with customers. 

 

Creating Value: The Secret to Attracting Ideal Clients 

Consistent distribution of valuable content and effective marketing can help business owners tap into a broader audience, thus minimizing the need for conventional prospecting, coffee dates, and calendar appointments with unqualified applicants. 

"It's not about having a thousand people who are not your ideal customers downloading your podcast every day. It's about, are you reaching the people who are your ideal customers with the right content." - Brenton Harrison 

 

Connect with guest, Brenton Harrison:  

Website – newmoneynewproblems.com 

Instagram - @newmoney.newproblems 

YouTube – @NewMoneyNewProblems 

LinkedIn – Brenton Harrison, CFP®, CLU®, CSLP 

Podcast – New Money New Problems 

Podcast – Escape Student Loan Debt 

 

Connect with host, Virginia Elder:   

Website - Reaching Abundance  

Facebook - Podcast Abundance Business Page  

Instagram - Podcast Abundance  

LinkedIn - Virginia Elder  

YouTube - @ReachingAbundance  

  

  

This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.