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. 

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Virginia Elder Founder | Podcast Editor & Manager

With a robust foundation of 15+ years in project management, client service, and strategic organization, I make things happen. I shine brightest in the behind-the-scenes support role, aiding entrepreneurs in becoming visible through content marketing. Podcasting is just one avenue; my expertise lies in helping you expand your reach, attract leads, and boost revenue, all while you focus on what you do best.

My journey into podcast editing began with a simple 'yes' to a friend's podcast project in 2019. This led to a whirlwind of copywriting and audio editing endeavors, eventually liberating me from my 9-5 job and empowering me to forge my own business path. Moreover, it enabled me to live my dream of walking my kids to and from school daily.

When you entrust your raw audio and video recordings, web copy dreams, weekly newsletter musings, and blog post aspirations to me, you're gifting yourself the freedom to concentrate on serving your clients, nurturing leads, and envisioning your business's next big leap. I handle the content creation, editing, and publishing process, allowing you to breathe easy and concentrate on your passion.