Financial Advisor Marketing Podcast

Nov 17 2024 307 ep. 23 mins 98
Financial Advisor Marketing Podcast artwork

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard

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The Secret Ingredient Missing From Many Advisors’ Marketing

Nov 17 2024 17 mins  
There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours. The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads. But this secret ingredient is the difference between barely being able to pay your

5 Marketing Wake-Up Calls Every Financial Advisor Needs To Hear

Nov 10 2024 21 mins  
Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing. In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wake-up calls” you need to hear.

How I’d Market An Advisor With $100,000

Nov 03 2024 20 mins  
During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital. And so, I wanted to give you the exact step-by-step framework I’d use if I had an extra $100,000 to spare for an advisor. Best part? You don’t need nearly this much capital u

How Popular Marketing Books Can Wreck Advisors’ Businesses (With Examples)

Oct 27 2024 18 mins  
While I love when financial advisors read marketing books to level up their skills… Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect! That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your busines

5 Things I’ve Done Well With Money (And 5 Things I’ve Done Poorly)

Oct 20 2024 23 mins  
I’m not the richest person in the world, but I have done well with my money. Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them. In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 thi

These 3 Beliefs Can Destroy Your Marketing (And Make Your Clients Hate You)

Oct 13 2024 24 mins  
According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior. His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior. And you know what? A lot of financial advisors believe in at least o

300th Episode Special: How To Be Successful

Oct 06 2024 24 mins  
You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business. But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it. This is something nearly every billionaire has had to figure out. The good news is that in today’s 300th episode specia

No-Holds-Barred Advice For New Financial Advisors

Sep 29 2024 24 mins  
If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can. But there has also never been more opportunity throughout all human history. And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly responsible for the success of

How To Reduce Your Prospective Clients’ Skepticism

Sep 22 2024 17 mins  
Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature. Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible. But there’s a secret to reduce your prospective clients’ skepticism, earn

I’ve Booked Thousands Of Appointments With This Technique

Sep 15 2024 22 mins  
How would your business grow if you booked—and converted—as many appointments as you can possibly handle? Well, I have good news: In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part? It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away fro