How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)

Financial Advisor Marketing Podcast

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it’s a highly visual social media platform, and they don’t think they can get clients with it.

But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business.

In this episode, Clare shares how financial advisors can effectively use Instagram to land new clients, common mistakes advisors make on Instagram, and secrets to growing your business through Instagram.

Listen now.

Show highlights include:

• Why most advisors are mentally lazy (and why it’s kept this incredibly effective marketing strategy for advisors a secret) (3:38)
• How to “jimmy” your target audience’s inherent laziness and unhappiness to make both of you wealthy (5:33)
• Why someone who used to make 3,500 cold calls a week think it’s dead (and 2 marketing strategies to use instead) (7:54)
• How to get 52 warm prospects to willingly give up their time for you in the next week (8:58)
• The weird way selling someone else instead of yourself “neutralizes” their natural abrasion to being sold to (and how to make this profitable for your business) (9:41)
• Why a personal Instagram account is more effective for landing new clients than a business one (12:44)
• The “Personal Posts” method for getting rabid engagement and landing new clients from Instagram (15:07)
• Why flying first class puts landing clients from Instagram on “easy mode” (20:29)
• The sneaky “Story Secret” for unlocking a treasure trove of new followers and potential clients on Instagram (35:33)

If you want to connect with Clare, check out her Instagram account here: https://www.instagram.com/clarebaukham/ or her website here: https://www.clearwealthgroup.com/.

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html