Financial Advisor Marketing Podcast

Success is not an accident. It's the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence. The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won't magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry. But that ends today. In today's show, I'm sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors. You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business. Listen now. Show highlights include: The powerful "Amplifier" marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57) How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31) Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48) How needing control and predictability in your financial advising business puts it in an early grave (9:20) The "Traits over Tactics" secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36) 6 of the top traits the most successful financial advisors have (and how to build them if you're missing any) (11:51) The invisible "Time Debt" trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015. Through these conversations—because advisors feel safe to share the whole picture (which isn't the case at seminars or webinars)—I've cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one. And you know what? In today's episode, I'm revealing these secrets with you, so you have no more excuses as to why you're not as successful as you could be. Nobody's gonna save you or grow your business for you. But this episode is the next closest thing you can get to that. Listen now. Show highlights include: 3 "hidden" perks financial advisors get from having a podcast (even if it doesn't result in as many sales as running ads) (2:32) How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39) The "public places" trap most financial advisors fall into which dooms them to mediocrity (7:18) I've had over 10,000 private conversations with financial advisors: Here's what separates the wealthy from the average… (8:01) How to make your clients (and yourself) become stinkin' filthy rich by leveraging the "Modest ROI" secret (8:13) The almost too-simple way to get a 152% ROI when you invest in THIS (11:02) The "Holy Grail" of financial advisor marketing which trumps every other type of marketing you do (18:17) How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11) The "Big 3" marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

Learn how to get ahead of 99% of people by doing the simple things they aren't willing to do. Discover the secret to attracting wealth and picking your clients, the importance of reading ancient books, and the affirmation that brings opportunities and wealth. Find out how looking at an app on your phone can increase success, and why setting massive goals is better than going with the flow.

It's your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often. But most advisors don't think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That's the bad news. The good news? You only have to make a couple simple tweaks to your mindset to suck the sleaze out of your sales call, eliminate sales call anxiety, and most importantly, make more sales. In this episode, you'll discover why selling is the most moral thing you can do and how to sell without being sleazy, so you can offer your gift to more people. Listen now. Show highlights include: Do you get nervous before sales calls? This short Bible verse will wipe away your nerves (and help you close the sale) (1:51) How asking questions disarms potential clients' aversion to sales and makes them share their deepest, darkest secrets with you (4:39) The simple "use your gifts" mindset tweak which eliminates your sales anxiety in an instant (6:13) The "One Vessel" secret for your finances that prepares you and your clients for both success and failure (8:21) The single best way to suck the sleaze out of sales calls and skyrocket your chances of closing new clients (11:13) Why being afraid of rejection on sales calls shows you're deeply selfish (and how being selfless obliterates your fears) (14:22) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn't bad… but is it the best? No, it's not the best because in order to write the best copy, you need to deeply understand your market. That's why, for example, headlines that break all the copywriting rules tend to do the best. This lesson doesn't just apply to copywriting either. It applies to every piece of content and marketing you put out. And you know what? Financial advisors, perhaps more than any other industry, are uniquely skilled to tap into this next level of copywriting. Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors. Show highlights include: How to write stronger, more captivating, and more revenue-boosting headlines by simply asking questions (3:51) The "just ship it" secret for pumping out the most revenue out of your hectic day (4:39) Why making people feel noticed unlocks the true power of copywriting magic (and why financial advisors are especially equipped for this, even if you're not a good copywriter) (6:08) The "FDD" method for making your financial advising clients feel like you're the only advisor who actually "gets" them (9:57) One of the most powerful forms of proof you can put in your marketing (and why it'll never get you hassled by compliance) (14:19) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that's lower than the churn rate of most software companies and streaming services. And you know what? There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99). In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line. Listen now. Show highlights include: How to get a churn rate of only 0.4% for your financial services (2:55) Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27) The "ROI Spell Out" secret for making your clients know instantly that hiring you will grow their wealth (even if they've worked with subpar financial advisors in the past) (9:46) How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38) Why the best way to increase your bottom line, reduce your churn rate, and grow your clients' wealth is by telling them no more often (16:29) The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. And I get it: Outsourcing your lead generation to a third-party company is appealing. But there's a big, fat problem with buying leads: It's like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels. That's the bad news. The good news? In today's show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients. Listen now. Show highlights include: Why buying leads is like stuffing your savings account for a 1% return (1:28) How to get highly qualified leads for as little $7.50 per lead (3:06) The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29) Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08) How to land 10-40 new appointments by only investing $1,000 in this "forgotten" marketing channel (15:57) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return. The difference between the two? Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I've never peeled back the curtain and reveal how I pick the best freelancers each time. That ends today. In this episode, you'll discover my exact step-by-step process for hiring rockstar freelancers each and every time I need one. Listen now. Show highlights include: How hiring a freelancer "flips" the usual hiring process and helps you land a talented team member quicker (2:10) The absolute worst site, in my experience, to look for and hire freelancers (and which one to pick instead) (4:37) How to hire a rockstar freelancer each and every time you need one (7:05) Why hiring a more expensive freelancer will actually save you more money than hiring the cheapest freelancer (7:40) How turning the freelancer process completely upside down magnetizes the best freelancers to you (and how to do this) (9:28) Worried about handing over your passwords to freelancers? Here's how to completely minimize your risk when you do… (12:17) The overlooked way to get a 50% return on your investment (16:52) The single biggest mistake financial advisors make when hiring freelancers—and the dirt, simple way to avoid this mistake (20:40) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field. But he's been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years. Why? Well, that's what Mark and I chat about today. You'll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you've been a financial advisor. Listen now. Show highlights include: How to know if you're in the right career or not (and what to do if you realize you're in the wrong career) (3:23) The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52) 3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15) The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it'd help you land new clients) (18:55) The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25) The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30) One book that has nothing to do with financial advising that will make a direct impact to your business's bottom line (31:31) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right: Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation. How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business? Well, in today's show, I read the entire sales letter to you (don't worry, it's short), then reveal the 10 most important lessons that resulted in a 100% response rate. Listen now. Show highlights include: How this sales letter from 1925 got a 100% success rate and each customer paid $17,000 adjusted for today's inflation (1:12) Bruce Barton's "emotions and aspirations" secret which empowered him to write a sales letter that had a 100% conversion rate (1:58) Why ethically amplifying people's insecurities can cause a surge of new clients from every marketing channel you try (11:25) The weird way using your clients' death as a motivator is the single most persuasive way to convince them of anything (and how to make sure you avoid doing this in a sleazy way) (11:31) Why the wealthiest people are often the most insecure (and how to use this fact to persuade them to do your bidding) (12:18) The "DEE" method for writing captivating stories that makes your ideal prospects ready to fork over their hard-earned money to you (15:11) Struggling to get social proof for your financial advising business? Here's how to turn yourself into the ultimate form of social proof (18:11) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-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