Personality Types of the Most Successful Financial Advisors Part 1

Financial Advisor Marketing Podcast

Some people are fish. And other people are birds.

But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim.

The point?

Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, instead of embracing it.

Why?

Well, financial advisors shy away from their personality because they don’t think it’ll unlock more business success. But this isn’t true. In fact, by embracing your personality, not only will you improve your business, but you’ll increase your daily happiness too.

That’s why I’m explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around.

Listen now.

Show highlights include:

• Why personality-based marketing not only increases your results, but also skyrockets your happiness (1:43)
• How Jeff Bezos’s physics failure can jack up the success of every marketing campaign you try (2:57)
• Why ignoring or abandoning your weaknesses unlocks an unfair advantage against your competitors (6:49)
• The single best personality test for building your financial advising business and improving your marketing (7:49)
• How tweaking your business to better fit your strongest personality traits makes it impossible for your clients to leave you (and how to do this for all 6 personality traits) (12:23)
• The fatal flaw of relying on a single marketing channel that puts your entire business at risk (16:03)
• The “Pollard Principle” which explains why promoting internally usually backfires on you (23:56)

83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.