Financial Advisor Marketing Podcast

I'm acting like a mad scientist in this episode: I'm attempting to form the perfect financial advisor based on the HEXACO personality typing test. Why? Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. But more importantly, there are many financial advisors who shy away from their true personality because they don't realize it gives them a bona fide competitive edge. Plus, you'll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it. Listen now. Show highlights include: The most important attribute on the HEXACO personality test (4:08) How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32) Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46) The weird reason financial advisors who can't tolerate physical pain aren't as successful on average (11:57) The equally weird reason anxious financial advisors are more success on average (13:05) Why public speaking is a "force multiplier" for the growth of any financial advisor (16:23) The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53) 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.

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.

Discover the 7 reasons why financial advisors struggle to get clients, including the importance of marketing assets and a strong value proposition. Learn how to avoid common mistakes like relying solely on outbound marketing and not picking a niche. Find out how to make your competitors irrelevant and create an irresistible value proposition for your ideal clients.

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don't even have $1,000 in their bank account. If you're in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it. But don't worry. I'm here to save you from boneheaded marketing decisions when you're on a shoestring budget. In today's episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name. Listen now. Show highlights include: The raw, unfiltered truth about why you can't make 6 or 7 figures as a financial advisor (2:57) How your deathbed can turn you into a world-class marketer—almost overnight (5:01) Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50) The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21) Can't seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43) How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. 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.

Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients' psyche, and live there rent free until they're ready to hire you. But most financial advisors don't leverage psychological principles in their marketing because they don't know how powerful they are. That's why, in this episode, I'm revealing 5 of my favorite, little-known psychological principles that have built my business, and can supercharge your marketing. Listen now. Show highlights include: How to use evolutionary history to land higher quality appointments and clients (1:14) Why using your emails to build unity instead of giving stock market forecast predictions helps you set appointments on autopilot (2:07) The "Social Identity Theory" secret that gives you an unfair advantage that other advisors simply cannot copy (2:49) How to embed a deep sense of liking in your prospective clients psyches that subconsciously makes them want to hire you (5:22) 3 factors which give you instant credibility in prospective clients' eyes (even if you're not as credible as your competitors) (5:56) Why covering your office walls with corny motivational posters can make your clients invest more with you (13:42) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. 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.

Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created. But there's a problem… Most financial advisors don't know the first thing about content marketing! They get duped by content marketing agencies into creating short-form content that lands them unserious clients. They listen to flat-out wrong advice on the most effective forms of content marketing. And the result is, financial advisors get burned out from trying ineffective content marketing strategies. Well, that ends when you listen to this episode. Not only do I peel back the curtains on my own personal content marketing strategy, but I also reveal the 7 biggest lies financial advisors believe about content marketing. Ready to use content marketing to actually grow your business? Listen now. Show highlights include: The #1 reason why financial advisors fail to get results with content marketing (5:13) Why begging prospective clients to hire another financial advisor can land you more appointments this month than you've gotten all last year (5:32) The most dangerous content marketing advice that financial advisors fall victim to all the time (7:26) Why picking one content marketing channel and going all in is a surefire way to land no clients (and why a multi-channel approach leads to more clients) (9:00) Thinking about relying on AI to pump out all your content? Here's why this will backfire on you and your business (10:08) The counterintuitive reason why focusing on short-form content fills your client roster with the absolute worst type of clients (and how long-form content repels these "goldfish clients" away from your business) (11:10) 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.

We all have a deep desire to be liked by everyone we encounter. It's human nature. But this quirk can also spell trouble for you as a financial advisor. Why? Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business's revenue ceiling. There are certain types of people you will naturally create more wealth for. They'll implement your advice quicker. And they'll be better clients for you. So, why would you risk your relationships with the right kind of clients to focus on the worst type of clients? You wouldn't, and yet, that's what you do when you try to please everyone. In today's show, I'm giving you permission to stop pleasing everyone, so you can enjoy more wealth, more freedom, and better clients. Listen now. Show highlights include: Why adding testimonials and positive reviews to your online ads can actually tank your conversions (even if you'd think they'd help reduce skepticism) (4:01) The single worst type of time-devouring client you can work with (5:17) How taking a personality test magnetizes your ideal clients to you (10:08) Did you know 1.2% of American men are literal psychopaths? Here's how to prevent them from infiltrating your client list (13:22) 5 reasons why "Repulsion Marketing" not only repels your worst clients, but also attracts your best ones (14:15) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. 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.

There's one "tactic" in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence. This tactic? Teaching. Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money. But for some reason, financial advisors think that teaching is the only way to build credibility. Not only are there plenty of other ways to build credibility, but they're all more effective too. In today's show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns. Listen now. Show highlights include: The single most important rule of financial advisor copywriting that you must obey if you want results (1:27) How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31) Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24) How MLK's "I Have A Dream" speech can boost your marketing conversions almost overnight (10:17) The "Centers of Influence" secret for using other people's credibility to fuel your own (14:35) Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. 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.

Let me be blunt: Most financial advisors aren't world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor. The solution? Well, first you have to reframe how you approach sales. Selling isn't a negative, dirty word. It's an opportunity to help someone with one of their most prized possessions: Their finances. Next, you have to tune into this conversation with Nancy Bleeke Noel, author of "Conversations That Sell: Collaborate with Buyers and Make Every Conversation Count." In this episode, Nancy reveals how financial advisors can get better at sales, the common mistakes financial advisors make, the most common reason people don't hire financial advisors, and so much more. Nancy's worked with 10s of thousands of financial advisors over the years and turned them from sales zeros into sales heroes. And now she wants to help you. Listen now. Show highlights include: The weird way "reluctant sellers" often make the best salespeople (2:14) The "problem solver" mindset shift required to become a great salesperson and get over your fear of selling (5:34) How this "win cubed" secret annihilates your sales dread almost instantly (6:09) Why overselling and over explaining can kill a deal that you already had 90% in the bag (9:12) Do you rely on scripts to sell? Here's why Nancy thinks this is the biggest mistake financial advisors can make… (13:18) How facts and data bore your prospects to death and send them to another advisor to manage their finances (15:01) The single biggest reason why most people don't hire a financial advisor (and how to leverage this to cause a surge of new clients) (16:34) The insidious "Beginner's Mind" trap which prevents financial advisors from closing deals with interested prospects (19:02) How to convince even the most skeptical prospect to hire you with the "QAV" method (26:11) Want to connect with Nancy to see how she can help you improve your sales? Visit her website at https://www.salesproinsider.com and connect with her on LinkedIn here: https://www.linkedin.com/in/nancybleeke 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.

80% of people fail on their New Year's Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year's Resolutions. That means that 92% of people fail to achieve their goals! How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year? Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing. Think you could achieve your goals when success is easier than failing? Listen now. Show highlights include: Want to make an extra $50-$100k in 2024? Here's how 143 financial advisors achieved that last year (2:36) 3 of the best "website traffic getting seeds" to help you harvest more website views and turn them into paying clients (5:33) The weird, but powerful "I am a failure" mindset tweak that allows you to transform your shortcomings into success (9:14) 92% of people fail to achieve their goals… Here's how the "input secret" ensures you're in the 8% of people who achieve them (10:36) How to level up your marketing knowledge so that you're a better marketer than 99% of financial advisors by January 1st, 2025 (15:17) Why setting tiny goals you can stick with grow your business's revenue more than massive goals (16:08) 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.