Financial Advisor Marketing Podcast

Your productivity as a financial advisor directly impacts how much money lines your pockets each month. While that sounds like good news, here's why it's not: Many financial advisors I've coached were allergic to organization. It's nothing but a boring waste of time to them. But that's only because they don't understand this obvious truth: The more organized you are, the more productive you become, and the more money you can make as a financial advisor! Sure, organizing your desk isn't as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind. In this episode, you'll discover 8 easy ways to become more organized (even if you're a naturally unorganized person). Ready to "nuke" your competitors by becoming more organized? Listen now. Show highlights include: How to increase your income simply by organizing your pantry (0:52) The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27) Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35) The obvious, yet overlooked trick for landing more clients from your online ads (8:51) The "8 Forms of Waste" system used to streamline factories that helps you shower in cash as a financial advisor (10:37) How to deliver better results for your clients by giving them less value (14:58) The sneaky way to boost your teammates' productivity by simply being their friend (17:53) Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15) 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

Every financial advisor I've met shares a similar personality trait. This personality trait is the lifeblood of your business. But it's also the downfall of your marketing efforts. What's this personality trait? Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears. In this episode, you'll discover how your analytical mind sabotages your marketing. And how a simple mindset shift can make every marketing campaign more profitable (and fun). Listen now. Show highlights include: The cold, hard truth about why 90% of financial advisors suck at marketing (and how to fix it) (2:20) Why starting a podcast will devour your time and money without resulting in new clients (and a simple tweak for using your podcast to magnetize your ideal clients) (2:59) How to improve every marketing campaign you run by studying water (3:19) The counterintuitive reason your analytical mind makes marketing almost impossible (even if it helps you serve your clients) (4:07) Why a mediocre LinkedIn page converts at a higher rate than an amazing profile (4:45) How worrying about your marketing metrics sabotages your results (10:49) Why the economics of being a financial advisor gives you an unfair marketing advantage (13:04) 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

If your marketing materials aren't as effective as you'd like, I have good news: A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects' brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services. In this episode, you'll discover 7 neuromarketing tips that make your marketing wickedly effective and how to apply them. Want more people begging to become your client? Listen now. Show highlights include: The "Serial Position Effect" discovered by neuroscientists for making every marketing campaign more profitable (1:33) How to use your prospects' natural cognitive biases to "ethically force" them to sign up for your financial services (1:52) The special "Layers" trick for instantly making your financial services more demanded and valuable (3:47) Why acting like a doctor boosts your clients' success (and lines your pockets) (5:39) The missing "P ingredient" in your marketing that makes all your benefits and features fall on deaf ears (6:30) How to activate your prospects' "Greed Glands" so they beg you to become your client (8:39) Why adding a picture of yourself at Disney World to your website effortlessly magnetizes your ideal clients (15:13) The "Textural Adjective" tactic for transforming your worst-performing marketing materials into your new control (17:55) 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

If your clients trust you and thank you for your great work, it's easy to be surprised when a prospect is outright hostile. But let's face it: Many wealthy people think financial advisors would do anything to pocket higher management fees. Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it. That's why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they're much more likely to buy from you—even if they vowed to never work with a financial advisor. In this episode, you'll find out how to build more credibility as a financial advisor and get the clients you deserve. Ready to get more credibility and close more clients? Listen now! Show highlights include: Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19) How to make any of your marketing claims more believable by adding a simple "reason why". (6:45) How to supercharge your credibility with a "boring" about us page. (10:10) Why people assume you're boring—and how to make clients trust you by being exciting to work with. (13:55) 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

There are 5 driving forces behind all human behavior. And if your marketing doesn't hit on one of these deep psychological triggers, then, well, you'll always struggle with attracting new clients. That's why even the best financial advisors fight tooth and nail to find new clients. Here's the good news: In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again. Listen now. Show highlights include: How studying fashion trends help you close more clients with ease (2:42) McDonald's psychological secret for building a multi-billion dollar brand (and how to apply this secret to your marketing) (6:20) How to smash any objection prospective clients throw at you and earn their lifetime business (8:07) The weird way being brutally honest about the downsides of your offer makes your dream clients more likely to work with you (12:28) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you've been in the business for a while, you know building your dream business is hard. And if you're like most financial advisors, you don't struggle with serving your clients, but with getting them in the first place. Lots of "experts" want to sell you courses, seminars and books with complex client-getting strategies—but most of them don't work. That's because the high-level process of getting clients as a financial advisor is simple. In this episode, you'll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love. Ready to get more clients without complex marketing strategies? Listen now! Show highlights include: The weird way bodybuilding slang can help you attract dream clients in your niche (5:52) How a billion-dollar corporation teaches you how to attract more clients (9:18) Why the most successful marketers combine inbound marketing and outbound marketing to supercharge their marketing results (11:05) The stupid-simple "go where your market is" advice that gets your more clients (even if your marketing gets worse) (13:12) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors want to create extraordinary results for themselves and their families, but they don't know how to spend their time to create that reality. That's why they never see the results they want and fall short of all their goals. If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world's most effective people: Billionaires. If you borrow their secrets, you can maximize the value of each hour you work to get the clients and the freedom you want. In this episode, you'll discover 5 productivity tips from billionaires to supercharge your business and get the results you deserve. Ready to stop wasting time and start getting wealthy? Listen now! Show highlights include: The "Timeblocking" technique Bill Gates and Elon Musk use to maximize their productivity (2:10) How to do more money-generating activities and minimize your work hours with nothing but a stopwatch (5:08) The genetic "sleep chronotype" that determines when you're most productive—and when you should take time off (11:31) Why Jeff Bezos takes mornings off to drink coffee and still makes billions per year (and how to "mimic" his secret in your business) (13:05)

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it's what they should do or what they enjoy doing. But marketing isn't about your feelings. It's cold, hard math. A marketing strategy either makes money—or it doesn't. In this episode, you'll discover the marketing strategies most advisors waste their money on—and what marketing actually works. If you apply the strategies in this episode, you'll run laps around your competitors and multiple your marketing results. Want to stop wasting money and start getting clients? Listen now! Show highlights include: How to make your customers remember 95% of the information in your content (and why you probably shouldn't do it). (4:17) Why posting content on LinkedIn won't get you a stream of clients (even if you become an influencer) (8:29) Why "casting a wide net" stifles your growth and keeps you from getting the clients you deserve (even if "gurus" tell you to) (12:46) Why spending less than $5k on marketing destroys your results (and sets up other advisors to take all your leads) (15:27) 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

How much should you budget for your marketing? If you go on the internet, you'll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend. But the truth is: Financial advisors don't need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget. In this episode, you'll find out exactly how to turn your marketing into a client magnet—even if you never budget. Want to stop worrying about your money and start getting clients? Listen now! Show highlights include: Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58) The "maybe you're just better" reason you shouldn't take marketing budget advice from the internet. (6:55) How mastering cold calls can hurt your business (even if it attracts clients) (12:21) The "Reinforcing feedback loop" that unleashes exponential growth in your business. (15:07) 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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips. In this episode, discover the niche marketing tips you'll need to target your clients today! Listen now! Show highlights include: How finding your "Calcutta" drives you to help your clients (3:31) Why attracting red-hot leads by changing your company name (5:55) How having a community of niche financial advisors and planners garners you referrals (8:19) Why being a niche financial advisor gives you a deeper bond with your clients (10:27) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html