Financial Advisor Marketing Podcast

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that's you, it's not your fault. It's because your brain isn't much more sophisticated than a rat's brain. That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits. And you know what? Whenever you pick up your phone, watch television, or order a drink, you do the same thing. This is why you aren't accomplishing your goals (even though you have everything you need to make them happen). The good news is the solution is easier than you think—but most financial advisors aren't willing to do it. But if you follow the simple advice in this episode, it will change your life and business and bank account. Ready to finally accomplish your wildest goals and add a 0 to your bank account? Listen now. Show highlights include: Why watching TV or scrolling social media instead of marketing your financial services makes you no smarter than a rat that starves itself to death (3:02) The cold, hard truth about why you'll never become wealthy if you pick up your phone throughout the day (even if you use it to close clients) (6:35) The "Detox Your Brain" secret for accomplishing more this year than you have in the last 3 years—combined (7:59) How to use the next two minutes to never let social media distract you or sabotage your goals again (8:21) Why making yourself miserable today will force your brain to become addicted to chasing your wildest dreams (11:33) The morbid, yet powerful "Deathbed" trick which frees you from your smartphone's sadistic grasp that makes you procrastinate on your goals (12:14) 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

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters… …but they often get zero clients for all their hard work. It's not because they lack effort, but because they create for the wrong niche. Here's the truth: You won't attract retired millionaires by dancing on TikTok. And you won't land millennial clients with sober stock market analysis. But when you create the right content for your niche, you'll land more of them as clients—even if you're spending just a few hours per week. In this episode, you'll discover the best type of content for each age group you want to reach. Want to get more clients by creating less content? Listen now! Show highlights include: What a financial advisor with 100k YouTube subscribers can teach you about content marketing (even if you'll never create videos) (3:18) How to magnetize Gen Z clients by talking about boring tax topics (8:12) The weird case for creating low-brow entertainment content (even if you want to attract intellectual clients) (12:43) Why talking about debt gets you more clients than raving about profits. (17:43) 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

You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures… But without a plan, you won't have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork. In this episode, you'll discover how to create a business plan on a single page. That way, you'll always know the next step for your business and realize your wildest dreams step by step. Want to remove overwhelm and get instant clarity on your business' future? Listen now! Show highlights include: Why a business plan lets you outcompete 83% of financial advisors (even if you only write one page) (2:14) The dead-simple secrets for creating a unique value proposition that adds get you dream clients on autopilot. (7:12) How cold-calling keeps financial advisors stuck on the hamster wheel (even if it lands them millionaire clients) (13:45) Why being a better human attracts more clients for your business than any marketing agency you could hire. (17:45) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

It's exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails. You're constantly getting rejected and have to spend irreplaceable time for every client. What if clients reached out to you instead? That's exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dream clients on autopilot. In this episode, you'll find out 5 things you need to know to get the clients you want without spending all day on outreach. Ready to transform your business with content marketing? Listen now! Show highlights include: How Steve Jobs can help you attract red-hot prospects (even if they don't want a financial advisor) (3:46) Why removing most of the information from your content attracts more clients than in-depth analysis. (8:23) The odd way doing snail mail marketing helps you get more clients online (even if your direct mail never gets results) (12:27) Why removing most of the content on your website gets you more clients than publishing every day. (17:24) 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-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

There are tons of courses, books and seminars that promise you more clients by helping you sell. But most of them repel more clients than they attract. That's because they teach worn-out tactics your prospects have heard a hundred times. In this episode, you'll discover 5 cheesy sales tactics that sabotage your sales—and how to build trust and get more clients without BS sales tricks. Want to stop being cheesy and start getting clients? Listen now! Show highlights include: Why "building rapport" repels prospects and makes them reject you. (4:38) How saving money in your personal life makes prospects hire your competitors. (9:12) The odd way "wasting" $15k hands you appointments with qualified prospects on autopilot (at $75 a piece). (15:30) Why studying high school level math makes you more confident and persuasive (even if you only got Fs in school). (17:37) 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-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Whether it's fitness, business or relationships: Some people accomplish in weeks what others do in years. When you're growing slowly, it's easy to get angry at all the people surpassing you. It's easy to make excuses and say they had some hidden advantage. But it's much more productive to become one of those people. In this episode, you'll find out how to grow faster than you are now and leapfrog your competitors. Want to get ahead instead of watching others pass you by? Listen now! Show highlights include: What a pregnant woman can teach you about getting more clients as a financial advisor. (5:39) Why you're destined for success if you ask tons of questions (and why having all the answers can ruin you). (7:44) The "liferaft" you can use to find out exactly what to prioritize next to accelerate your business growth. (13:45) Why gurus, executives and coaches max out their credit cards (and how to stop listening to them) (17:34) 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/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality. Instead, they make excuses: They don't have time because of their family, their day job takes up too much time… instead of taking action on their goals, they waste the potential they know they have. In this episode, you'll discover how to stop making excuses and reach your goals, no matter what circumstances you're in. Want to torch your excuses and finally take action on your ambitious goals? Listen now! Show highlights include: The oddball book that turns ADHD from an excuse into a superpower that lets you fast-track your goals. (3:03) Why some advisors build million-dollar businesses from terrible circumstances—while others never even make it out of the 9-5. (6:28) Why listening to podcasts will never make you successful (even if they motivate you) (12:12) Why you're poisoning your mindset and keeping yourself from succeeding whenever you complain. (16:25) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

LinkedIn can be a reliable source of high-value clients. But most financial advisors don't make any money from their LinkedIn profile. It's not because they're bad, but because they only post about certifications and their takes on the stock market. It's what most financial advisors do, but it doesn't work. If you know how LinkedIn really works, you can magnetize more prospects than you can handle. In this episode, you'll discover 10 things you need to know about LinkedIn marketing that can transform your business and change your life. Want to get more clients on LinkedIn? Listen now! Show highlights include: Why LinkedIn restricts your connection requests and limits your lead flow—and why that can get you more clients. (4:31) How to get more reach with short text posts than others get with long videos. (10:23) The simple way to get more clients than LinkedIn celebrities (even if your content only gets 3 likes). (13:09) How flexing a fancy barbecue on LinkedIn attracts more clients than detailed stock market analysis. (17:40) 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year. But some financial advisors stay stuck. They work all day and barely see their families—just to make the same amount of money they made last year. Why? That's what this episode is all about. You'll discover why some financial advisors stay stuck—and how to escape that cycle if you are stuck yourself. Ready to stop sabotaging yourself and unleash success? Listen now! Show highlights include: The stupid-simple question that can transform your mindset, your business and your (4:09) Why learning a simple skill in 2 hours could grow your wealth for the rest of your life. (7:07) Why "saving money" on courses, subscriptions and books costs you more than a luxurious lifestyle ever will. (11:08) How buying products with a money-back-guarantee could sabotage your wealth building and keep you stuck with a mediocre income (14:33) 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: [Include 3 of the following links in the show notes - it doesn't matter which] https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Many financial advisors spend weeks on marketing strategies that never get them a single client. Meanwhile, a few advisors magnetize dream clients without spending all day creating content. That's because they accept a few harsh truths about marketing. It sucks to accept failure, but once you've accepted the truth, you can unleash growth and attract more clients than you can handle. In this episode, you'll discover 5 hard marketing truths you need to accept to create breakthrough marketing results. Ready to get more clients and simplify your marketing? Listen now! Show highlights include: Why ignoring your emotions can turn your marketing into a client attraction machine (3:45) How building personal connections with prospects can sabotage your marketing results and repel clients (5:55) How third grade math can transform your business and give you exponential marketing returns (13:31) Why building a team can kill your marketing results and ruin your business (no matter how much time it saves you) (17:29) 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html