Financial Advisor Lifestyle Practice

Ep#17: Financial Advisor Mindset Shift & Importance - Sp Guest: Liz Hand

Short Bio:
Liz Hand is a dynamic Certified Financial Planner and Mindset Coach who empowers women
approaching retirement and guides fellow financial advisors through transformative change. As
co-owner of Pleasant Wealth, she's successfully reshaped her family's practice, achieving
growth while maintaining work-life balance. Liz's unique approach blends financial expertise
with insightful coaching, translating complex concepts into practical, life-enhancing strategies.
Her mission is to help people align their financial decisions with personal values, inspiring
positive change in both lives and practices.

Online Presence:
https://pleasantwealth.com/
https://www.lizhandcoaching.com/

https://www.youtube.com/ElizabethHandCFP/
https://www.linkedin.com/in/elizabethkhand
https://www.facebook.com/elizabethkateh
https://x.com/exanimoLiz

Ep:16- How Advisors Can Super Charge Their Marketing Results With Special Guest - James Pollard

Key Highlights:

1. Top 3 Marketing Mistakes by Financial Advisors:

   • Not being clear on goals
   • Not having a clear target market
   • Not thinking like a financial advisor in their marketing approach

2. Effective Marketing Funnels for Financial Advisors:

   • Direct mail: Personalized, targeted approach
   • Online ads: Continuous exposure to target audience
   • Email marketing: Daily emails with clear calls-to-action

3. Email Marketing Best Practices:

   • Ask for appointments in every email
   • Identify and address objections systematically
   • Test different approaches, but ensure statistical significance

4. Importance of Testing and Data:

   • View marketing spend as purchasing valuable data
   • Use online ad data to inform other marketing channels
   • Ensure sufficient volume for meaningful results

5. Why Financial Advisors Struggle with Marketing:

   • Mindset issues (fear, insecurity)
   • Misalignment between marketing approach and personality
   • Not thinking in terms of investments
   • Insufficient marketing volume

6. Key Takeaways:

   • Align marketing strategies with your personality
   • Think of marketing as an investment
   • Increase marketing volume for better results
   • Diversify marketing approaches

For more information from James Pollard, visit: www.theadvisorcoach.com

Check James's podcast : Financial Advisor Marketing Podcast

Follow James on LinkedIn : James Pollard

Episode -15: What is the difference between a “Client Getting Book” and a “Regular Book”

Introduction:

 

As financial advisors, writing a book presents a powerful opportunity, but the approach and execution can significantly impact the outcomes. 

 

This episode will delve into the distinct differences between crafting a "client-getting book" specifically designed to attract ideal clients and grow your practice, versus a "regular book" aimed at a broader audience.

 

Purpose and Objectives:

 

Client-Getting Book: Primary goal is to attract ideal clients and drive business growth

 

Regular Book: Aims for mainstream appeal, personal branding, or establishing thought leadership

 

Target Audience:

 

Client-Getting Book: Hyper-focused on a specific niche or ideal client profile

 

Regular Book: Broad appeal, targeting a general or mass-market audience

 

Content and Value Proposition:

 

Client-Getting Book: Provides immense value, practical solutions, and actionable advice tailored to the target audience's pain points

 

Regular Book: Offers general information, inspiration, or entertainment for a wider readership

Structure and Sales Funnel:

 

Client-Getting Book: Strategically guides readers towards working with you, incorporates calls-to-action and lead generation tactics

 

Regular Book: Structured for an engaging reading experience, may lack direct business conversion opportunities

 

Promotion and Marketing:

 

Client-Getting Book: Leveraged as a lead magnet, used for targeted marketing to attract ideal clients

 

Regular Book: Marketed through mainstream channels, book tours, media appearances, and general publicity

 

Business Impact and ROI:

 

Client-Getting Book: Direct path to client acquisition, practice growth, and increased revenue

 

Regular Book: Indirect benefits like personal branding, thought leadership, and potential speaking opportunities

 

Opportunities for Growth:

 

Client-Getting Book: Positions you as the go-to expert, opens doors for consulting, speaking, and additional revenue streams

 

Regular Book: May lead to additional book deals, media exposure, or a career as an author

Action Items for Advisors:

 

Clarify Your Goals: Spend 20 minutes outlining your specific goals for writing a book. Is it primarily for client acquisition and practice growth, or for personal branding and thought leadership? Aligning your purpose will guide your approach.

 

Define Your Ideal Client: Take 30 minutes to create a detailed persona of your ideal client, including their demographics, pain points, goals, and communication preferences. This will ensure your book resonates deeply with your target audience.

 

Evaluate Your Existing Content: Review your blog posts, presentations, client communications, and other materials to identify potential content that can be repurposed or expanded upon in your book. This will save time and leverage your existing expertise while tailoring it for your ideal clients.

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Ep-14 - The Top 10 Essentials for Writing a Client-Attracting Book

1. Define Your Ideal Client

 

Summary: Clearly identify your target audience and craft your book's content to address their specific needs, pain points, and desires. Understanding your ideal client will help you tailor your message, tone, and solutions to resonate deeply with the readers you want to attract.

2. Establish Your Unique Value Proposition

 

Summary: Highlight what sets you apart from other advisors in your book. Share your unique approach, insights, and solutions that showcase your expertise and differentiate you from the competition. Your book should communicate the value you offer and why clients should choose to work with you.

3. Set Clear Goals

 

Summary: Understand what you want to achieve with your book. Is it client acquisition, brand building, or establishing authority? Having clear goals will guide your writing process, content selection, and marketing efforts. Align your book's purpose with your overall business objectives.

4. Create a Detailed Outline

 

Summary: Plan your book's structure thoroughly with a well-crafted outline. An outline helps maintain focus, ensures logical flow, and makes the writing process more manageable. It also allows you to organize your ideas and ensure you cover all essential topics.

5. Gather Client Stories and Case Studies

 

Summary: Real-life examples and success stories make your book more relatable and credible. Share client experiences and case studies (with permission or anonymized) that illustrate your expertise and the positive impact you've had on your clients' lives.

 

6. Focus on Practical Solutions

 

Summary: Readers should gain actionable insights and practical advice from your book. Provide strategies, tools, and step-by-step guidance that your readers can implement to solve their problems and achieve their financial goals. Make your book a valuable resource, not just an informational piece.

7. Maintain a Conversational Tone

 

Summary: Write in a way that feels like a one-on-one conversation with your reader. Avoid jargon and keep your language clear and accessible. Connect with your readers on a personal level, building trust and rapport through your writing style.

8. Edit and Proofread Thoroughly

 

Summary: Professionalism is key when it comes to publishing a book. Hire a professional editor and proofreader to ensure your book is polished, error-free, and meets industry standards. A well-edited book will enhance your credibility and make a lasting impression on your readers.

9. Plan Your Marketing Strategy

 

Summary: Consider how you will market your book even before you start writing. Develop a comprehensive strategy for promoting your book through your existing network, social media, email marketing, and other channels. A well-executed marketing plan will ensure your book reaches its intended audience and maximizes its impact.

 

10. Have a Long-Term Plan and Think Big Picture

 

Summary: Writing a book is a significant investment of time and effort, but it can elevate your practice substantially. Approach your book with a long-term mindset and a big-picture vision. Consider how your book can position you as a thought leader, open doors to new opportunities, and contribute to the growth of your practice over time.

 

Addressing Limiting Beliefs and Fears:

 

Throughout the episode, we will also address common limiting beliefs and fears that advisors may face when considering writing a book. These may include concerns about time commitment, writing skills, imposter syndrome, or fears of self-promotion. We will provide strategies and encouragement to overcome these obstacles and approach the book-writing process with confidence and determination.

 

Action Items:

 

1. Conduct an Ideal Client Avatar Exercise
2. Brainstorm Your Unique Value Proposition
3. Start Collecting Client Stories and Testimonials

 

Resources Mentioned:

1. Join our community of like-minded advisors on LinkedIn Here .
2. Grab your copy of the book " The Advisor Authority Book Framework" Here
3. Write your "Client Getting Book" in just 7 weeks - Program
4. Book Your FREE Breakthrough Call Here

Subscribe & Follow:

1. Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
2. Follow us on social media: Here

Feedback & Contact:

1. We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
2. Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Ep-13: Beyond the Book - Using books as an unfair advantage across your entire practice

Introduction

 

• Most advisors think of books just for marketing/lead generation
• But the savviest advisors leverage books across their entire business
• Tease the creative ways advisors are using books for an unfair edge

 

Books for Talent Acquisition

 

• Use books to showcase your firm's philosophies and culture
• Attract aligned advisors, staff, partners to your team
• Example: Getting books into universities for recruiting

 

The Operational Advantages of Books

 

• Books as training tools for ramping up new hires quickly
• Standardizing processes, procedures, best practices in book form
• Streamlining client communications and touchpoints

 

Books for Business Development

 

• Using books to spark conversations and open new doors
• Get in front of other professionals like attorneys and CPAs
• Reciprocal book promotion and cross-selling opportunities

 

The Secret Client Experience Weapon

• Delight clients and build raving fans by giving them a book
• Use books for celebrating milestones and special occasions
• Personalized books as ultra high-end client gifts

 

 

Supercharging Referrals with Books

• Motivate clients, partners to refer by giving away books
• Arm referral sources with books to do "pre-framing"
• Run strategic referral campaigns centered around books

 

Creating Recurring Revenue with Books

• Develop books into subscription models or continuity programs
• Example: A book series clients pay for annually/monthly
• Generating new revenue streams from a single book asset

 

The Advisor as Media Mogul

• How publishing books can be a gateway to spin-off products
• Using books as a first step into creating courses, workshops, events
• Maximizing the authority and credibility books provide

 

Case Studies

• Highlight advisors creatively using books across their business
• Specific applications, successes and results they're realizing

 

Action Steps

• Brainstorm creative cross-business applications for YOUR book
• Map out a book-centric referral or client appreciation campaign
• Explore recurring revenue or product line extension opportunities

 

Closing Thoughts

• Books are not a one-dimensional, single-use asset
• With creativity, advisors can deeply infuse books throughout their business
• For an endless array of strategic advantages and unfair edges

 

 

 

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Ep-12: Book Marketing Hacks - Lead generation ideas that produce endless hot leads for Financial Advisors

Introduction

• The struggle of constant lead generation for advisors
• Traditional methods are ineffective, expensive, and labor-intensive
• Tease how advisors are using books to attract qualified leads endlessly

The Power of Book-Based Lead Generation

• Books are the ultimate lead magnet - deliver upfront value
• Allow you to capture leads passively and perpetually
• Self-qualifying leads based on who consumes the book

Free Book Distribution Hacks

• Leverage existing networks and platforms you're already on
• Creative ways advisors are getting books into hands for free

Book Marketing on a Shoestring Budget

• How to drive explosion of targeted leads for <$500
• Examples: Paid newsletter ads, FB groups, giveaway promotions
• Slice and repurpose the book into endless micro-content

Advanced Book Distribution Plays

 

• Using joint venture partnerships and cross-promotions
• Negotiating or free bulk book orders from companies for employees
• Influencers on IG & Tiktok
• Facebook Group Owners- Going Live
• LinkedIn Group Owners - Events & Joint Collab
• Getting books into offices or associations where you ICP frequents

 

From Book to Consultation

• Automated nurture sequences from opt-in to consultation
• Soft nurturing by continually providing free value
• Turning book leads into hot, ready-to-buy prospects

Case Studies of Advisors Winning

 

• Highlight creative book lead gen examples in action
• Specific channels, budgets, and results they're getting
• Show diversity of industries and approaches working

Action Steps Advisors Can Take

• Low-hanging fruit book distribution starting today
• Negotiate a book cross-promotion with complementary businesses
• Map out an automated nurture sequence for book leads

 

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Ep-11: The Advisor's Shortcut to Sales Mastery - How a book streamlines your entire sales process

Introduction

• The pains of traditional sales for financial advisors (cold outreach, objections, unqualified prospects, wasted time)
• Tease how a book can transform and simplify the entire sales process

 

The Power of a Book in Sales

 

• Builds credibility and trust before the first meeting
• Allows you to prequalify prospects based on who consumes your book
• Warms up prospects by delivering value first
• Makes you a welcomed advisor rather than an unwanted salesperson

 

Using the Book for Pre-Framing

 

• Walk through how the book lays out your philosophy, approach, and expertise
• This pre-frames what to expect when working with you as an advisor
• Prospects are sold on you before you ever pitch to them

 

Book-Assisted Prospect Conversations

 

• Specific talk tracks and conversational techniques leveraging the book
• Example: "I see you downloaded my book, what resonated most with you?"
• Allows you to uncover their wants, needs, concerns organically

 

Filtering Your Ideal Prospects

 

• How to craft the book intentionally for your perfect client
• Only attracting qualified, eager buyers for your services
• No more wasting time with tire-kickers or bad fits

 

Automating Your Sales Funnel

 

• Using the book as the first touch for automated nurture sequences
• Delivering helpful follow-up content and prompts based on book actions
• Warming them up on autopilot for a smooth discovery call

 

Success Stories

 

• Examples of advisors leveraging books to simplify sales
• More referrals, higher closing rates, better quality clients

 

Action Steps

 

• Map out your book outline for your perfect client
• Draft automated nurture sequences around your book
• Start pre-framing prospects with your book today

 

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Ep:10- "The Book That Will Build You a 7-Figure Practice - AABF Book Launch"

Title: "The Book That Will Build You a 7-Figure Practice - AABF Book Launch"

 

Introduction:

 

Tease the power of using a book to attract ideal clients

Struggles of traditional marketing/sales for advisors

 

The Advisor Authority Book Framework:

 

What the book is - a step-by-step system to write a client-attracting book

Big promise: Grow to 7-figures by leveraging your book

 

Why Writing a Book is the Ultimate Marketing Asset:

 

Instantly builds credibility and authority

Provides value before asking for anything

Filters out tire-kickers from your ideal clients

Automated lead generation and nurturing

 

Example success stories of advisors leveraging books

What You'll Learn in the Book:

 

How to choose a compelling book topic/hook

My personal 7-week book writing process

Get your book into thousands of prospect hands

Turn book readers into clients automatically

Avoid costly paid ads with smart book distribution

 

Build Your Dream Practice with This Book:

 

End the hustle of manual prospecting forever

Become a recognized expert who attracts clients

Have a full pipeline of self-qualified dream clients

Simplified selling using the book framework

 

What's Included:

 

The full Advisor Authority Book Framework system

Assessments, templates, downloads to take action

Bonus: Audiobook version to listen on the go

Bonus: Pricing Model to hit 7-figures - Masterclass

Bonus: Productivity Mastery for Optimal Revenue - Model Workweek - Workshop

 

Call to Action:

 

Get the book for only $7 today

Start building your book-based client-getting asset

Free up your time while your book markets for you

 

 

 

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com .