Financial Advisor Marketing Podcast

Most financial advisors are great at their job, but they suck at marketing. I don't say that to be cruel. But sometimes the truth hurts. That's the bad news. The good news? After listening to this episode, you will never be able to say you suck at marketing again. Why? Because I'm revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you're about to listen to. In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles. The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it's a crime I'm giving it away for free. Listen now. Show highlights include: The "N-word" which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43) Why alienating and repelling people from working with you magnetizes your best clients to you (3:46) How to verify your niche's profitability in 30 seconds (or less) (8:40) The "Grey's Anatomy" secret for sending emails that make your target audience drool over the idea of working with you (15:17) The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53) Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26) The "Show, Not Tell" technique which practically forces your prospects to trust you (32:02) How to land more clients from LinkedIn by getting fewer impressions (41:55) The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23) 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 yoru 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

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here's the problem: If your current visitors aren't converting now, adding more gasoline won't fix your conversion problems. But don't worry. In this episode, you'll discover 7 proven ways to get more clients from your existing web traffic. Best part? Most of these tweaks are simple (and most financial advisors don't know about them). Listen now. Show highlights include: Why trying to direct more traffic to your site is like trying to build your income without good saving and investing habits (1:27) The "Website Journey" secret for using your website as an unpaid salesman for your services (2:04) Why overhauling your entire website can repulse your best clients away (and how testing one variable at a time magnetizes your ideal clients) (4:32) How to land an extra 3, 5, or even 10 appointments per month by adding this inexpensive software to your site (8:37) Why actively trying to push people off your website spellbinds your best clients and "ethically forces" them to pick you as their financial advisor (15:22) 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 yoru 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

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they're more skeptical when it comes to investing their money. They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them. You need to work hard to build credibility throughout your marketing. Once the retirees see that you understand their pains and have their best interest at heart. It's hard to lose. You'll be positioning yourself as their trusted advisor for years to come… And clients will come to you in an overflow through referrals… In this episode, you'll find time-tested ways to sell to this tricky yet gigantic market of retirees & pre-retirees… Plus, I'll also share a breakdown of how you can use email marketing to attract more of your dream clients on autopilot… Ready to close clients with deep pockets? Listen now! Show highlights include: How to use email marketing to grow your business by another $100,000: A Step-by-Step Guide (0:56) Figuring out what your #1 marketing objective is (hint: it's not getting people to pull out their credit card…) (2:18) How to calculate exactly how many email subscribers you need to land a client (3:50) 10 tried-and-tested ways to get a steady flow of email subscribers (4:31) The only 2 things you need to add an extra $100k to your bottom line (4:57) How to know if your Offer or Audience sucks (5:39) Why being honest and transparent pays off with retirees more than any other market… (You'll lose them if you treat them like your other prospects…) (6:08) Reason why you need to act like a "Rude African Safari Guide" if you want your market to trust you with their hard-earned money. (7:18) The last and the most essential "credibility" check your prospects do before they buy… (If you lose 90% of the "almost confirmed" sales, this could be why…) (10:23) Use this overlooked "In-depth content" system if you want to convert a bigger chunk of the retiree market (12:01) Steal this "Obscure targeting" method to sell to the wealthiest investors who are willing to pay top dollar for your services… (16:12) Why sharing your knowledge with retirees is the best way to build bonds and sell more with ease (This positions you as their trusted advisor for years to come…) (18:13) 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 yoru 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've been running Facebook Ads for my business for over a decade. I've learned a lot over the years. And I've spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads. Through my research, I've uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months. In this episode, you'll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake. Best part? Not only will your Facebook Ads be more effective after listening to this episode, but they'll be much easier too. Listen now. Show highlights include: How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27) Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10) How Facebook preys on suckers who don't know what they're doing and steals their money in broad daylight (2:25) The "Pepperoni Pizza" rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12) The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36) The simple "One Button" objective trick for turning dud ads into a fountain of steaming hot leads (8:22) How to make your ads wildly profitable by letting Facebook create them for you (11:31) 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 yoru 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

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it. Why? Because they're making one of the 5 deadly social media mistakes. Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month in and month out. In this episode, you'll discover what the 5 deadly social media mistakes financial advisors make are — and how to fix them. Want to turn your social media into a client-generating machine? Listen now. Show highlights include: How relying too heavily on social media sabotages your return-on-investment (and how the "Multiple Marketing Strategies" trick maximizes your ROI) (4:15) Why combining social media with old-school marketing strategies like direct mail beheads your competitors (4:46) 2 powerful and forgotten marketing strategies for finding and closing high-quality clients (even if you get banned from social media) (6:30) The "Slide in the DMs" secret for transforming your social media from a time suck into a client-generating machine (7:08) Why posting personal updates on social media drives more prospective clients to work with you than sharing inspirational quotes and stock market commentary (9:59) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base. But they can also devour your time with nothing to show for it if you don't know what you're doing. So how do you create blogs that help grow your business rather than blogs that eat up your free time? There are a few simple rules you can follow to make your blogs your unpaid sales interns. In this episode, you'll discover 8 tips for creating amazing blog posts that make people drool over the idea of hiring you. Listen now. Show highlights include: How to attract more of your ideal clients by posting fewer blog posts (1:59) The weird way picturing a real prospect when writing articles puts your persuasiveness on steroids (5:48) Why writing blog posts for more website traffic almost guarantees it won't result in new leads or clients (7:13) How to pick the most captivating images for your blogs and skyrocket your time on page and conversion rates (14:18) The little-known, but wildly effective "Seed Your Authority" secret for turning cold website traffic into paying clients (15:48) Why introducing yourself at the beginning of your articles "primes" visitors to fork over their hard-earned cash to you (16:34) The biggest and easiest to avoid mistake financial advisors make when writing blogs which devours your time without generating new clients (19:58) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to "hire" your money to grow your wealth. But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it's not even possible to make $500k per year. If that sounds like you, I have good news: In this episode, you'll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone. Listen now. Show highlights include: The "10% Body Fat" secret for becoming a millionaire in the next 10 years (or sooner) (3:43) The only 2 things you need to clear $500k in revenue per year (4:57) How a guy in Japan gets paid to do absolutely nothing (and how to use this "skill" in your financial planning business) (5:42) Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all. Here's why that's good news: After listening to this episode, you'll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them. Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too. Listen now. Show highlights include: How to get your clients to implement more of your financial plan by acting like a beautician (4:02) Why giving your clients more financial options terrifies them and sends them to your competitors (5:35) The simple "Next Step" secret for ethically forcing your clients to implement your financial plan (10:17) 3 bulletproof ways to design your financial plan for maximum implementation (12:38) How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57) The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment. Think you could add an extra $20k, $50k, or even $100k to your income? Me too. Well, I have good news: I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mistakes I saw, so you can avoid them. Want to reach your income goals with ease? Listen now. Show highlights include: 2 dirt-simple questions your website must answer if you want to book more appointments with high-quality leads (3:57) Why using vague phrases like "achieve financial freedom" on your website sends your ideal clients to your competitors (4:22) How to book more appointments and land more clients from your website by acting like a plumber (5:56) The "Pepperoni Pizza" rule for magnetizing high-quality leads to your appointment page (7:46) How to improve your visitor-to-appointment ratio by gutting half of your website's content (10:41) The 3 most popular website pages which determine if someone hires you or your competitor (14:44) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half. But hiring the wrong virtual assistant, or hiring before you're ready, can increase your workload, expenses, and stress. In this episode, you'll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it. Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now. Show highlights include: The "ADE Method" for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44) How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35) Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25) How to land top-tier virtual assistants (even if you can't pay them as much as they want) (8:59) The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43) Why hiring an "A-Z" financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57) 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. 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