Financial Advisor Marketing Podcast

A ton of experts, gurus and coaches love to talk about mindset. And if you think like a loser, you'll become a loser. But if you only think about success, you'll never be wealthy, never live in the house you want or drive the car you want. You'll only reach your goals if you take action. In this episode, you'll discover how to live the life you deserve by accepting the "mindset paradox". Want to discover how to leverage the "mindset paradox" to unleash success, wealth and freedom in your life? Listen now! Show highlights include: The F. Scott Fitzgerald quote that fast-tracks your goals (even if you stop working for months) (0:53) How an ancient "scam" lets you attract more clients and build a thriving business (3:57) The largely-forgotten 1950s recording that makes you accomplish your goals on autopilot (7:42) Why changing your mindset can transform your sales results (even if you keep using the same sales script) (11:24) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html

Most financial advisors love making portfolios grow, but hate to do marketing. That's not because they're bad at it, it's because they think they have to write, design and understand technology. But you don't have to do things you hate. You can talk into a camera and get clients with simple videos. In this episode, you'll find out the pros and cons of using video marketing—and how to leverage it to attract more clients. Want to grow your business with easy-to-make videos? Listen now! Show highlights include: What advice books for young mothers can teach you about getting more qualified clients. (5:58) How webinar software lets you supercharge your marketing results (but only if you target mobile phones) (8:04) The weird way LinkedIn videos get you clients for years (even after you quit making them) (11:36) How to get clients from all of your marketing channels with only one video (13:58) 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. 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html

Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they're back in an office job. It's not because they lack ambition or drive. They want to be millionaire entrepreneurs, but they think like 9-5 employees. But you can break out of this cage. If you can change your perspective and see your business like an outsider, you can create breakthroughs that unleash incredible wealth into your life. In this episode, you'll find out how to change your perspective to skyrocket your business and get rid of what's holding you back. Want to transform your perspective and create breakthroughs? Listen now! Show highlights include: How to discover the secrets of peak performance by reading Wikipedia articles (4:05) The "Law of Inertia" principle that keeps you stuck at your current income (and how to create breakthrough marketing strategies) (6:37) Why most financial advisors work all day and make zero progress on their goals—and how to skyrocket your results while working less (10:52) The weird way "cookie cutter motivation" sabotages your goals (even if it inspires you to work all day) (15:09) 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/7-client-referral-ideas-to-help-you-get-more-referrals.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

You've probably heard of the power of your mind: If you're pessimistic and lazy, you'll sabotage your own success. At the same time, optimism and discipline let you fast-track your goals. But if you think without taking action, you'll never get the clients, business and lifestyle you want. The bridge between mindset and action? Mental models. In this episode, you'll discover the exact mental models that help you turn your thoughts into actions that attract clients. Ready to use mental models to supercharge your business and your life? Listen now! Show highlights include: The "Falsification Principle" that lets you beat your best marketing strategies by getting rid of your ego. (3:06) The weird way of asking "how?" all day helps you create marketing breakthroughs that magnetize clients. (6:23) How an Austrian Mathematician's quote turns your marketing into a client attraction machine. (13:40) Why your best marketing ideas often get the worst results (unless you know "Alder's Razor") (17:22) 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. 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/video-marketing-for-financial-advisors.html

If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom. But knowledge alone keeps you stuck where you are. To experience life-changing success, you need action. And when your brain isn't used to taking action, you never implement what you learned. In this episode, you'll find out how to train your brain to turn learning into action to transform your life and business. Want to finally take action on what you learn? Listen now! Show highlights include: How taking a standardized test can remove brain fog and make your thinking crystal clear. (3:21) The "N-BACK Test" that could help you think faster (even if you think it's bogus) (6:01) The "satisficing" mindset that eradicates perfectionism and maximizes your productivity. (14:14) How "Reversion to the Mean" lets you skyrocket your business (even if you hate stats and math) (16:02) 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7? Most people would think about their online presence, sales skills or certifications. But none of those things are as powerful as your own thinking. If you want to enjoy freedom, wealth and independence, you need to level up your thinking. When your thinking changes, your act differently. And when your behavior changes, your life does. In this episode, you'll find out how to level up your thinking to get more clients and grow your business. Want to find out how to turn your thoughts into a client magnet? Listen now! Show highlights include: How to get a week's worth of work done in two days by sitting at your desk on Sunday evening. (5:20) Why most people are horrible at thinking without noticing it (and how to reverse that effect in yourself to attract abundant wealth) (6:16) The "hidden" ways you sabotage your own thinking (and how to do the opposite to attract wealth, happiness and freedom) (13:15) How making the perfect decision prevents you from making progress and reaching your goals (15:57) 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/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

Blogging, social media and networking are great ways to get clients. But they take time to get results: You're always creating, but you might wait for months before anyone calls you up (if it ever happens). But there's a strategy that gets results now: Paid ads. If you run ads the right way, you can get appointments with red-hot prospects fast. In this episode, you'll find out how to run paid ads that magnetize clients and skyrocket your business. Want to use paid ads to fast-track your marketing results? Listen now! Show highlights include: Why creativity can kill your marketing results and scare clients away (even if it makes your prospects laugh) (5:35) Why not having a niche makes turns your online ads into a money burning machine (7:41) The odd reason hiring a marketing agency can destroy your marketing results (even if you're getting appointments) (11:33) The "5 Second Rule" for YouTube ads that can turns money-burning ads into client magnets (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-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of it's useless if you're sabotaging your own success. A large part of becoming successful is about what you stop doing, not what you start doing. When you quit the things that hold you back, you can unleash incredible success into your life—even if you don't do anything the "gurus" say you need to do. In this episode, you'll find out 5 things you need to quit to get more clients without adding a ton of activities to your calendar. Ready to cut out what's holding you back? Listen now! Show highlights include: The odd reason quitting coffee can get you more clients (2:09) How being bad at three marketing channels gets you more clients than being great at one (8:23) The exact moment you should stop following up with a prospect (even when you're convinced they're not interested) (11:31) Why being the smartest of your friends can sabotage your wealth building and repel clients. (16:31) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-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

Making a million dollars per year sounds awesome: You'd have the money to drive your dream car, live wherever you want and spend time with your family. But the "millionaire lifestyle" sounds unattainable for most financial advisors. The truth is: Almost anyone can get to this level of income. You just have to know how to get there. In this episode, you'll find out exactly how to raise your personal income from an advisor who hit $1M per year. Want the lessons from an advisor who's "living the dream"? Listen now! Show highlights include: Why being creative in your marketing could keep you stuck in the paycheck-to-paycheck cycle (4:13) How to turn your boring brochure-like website brochure into a 24/7-365 client attraction machine (5:08) The marketing asset that sets appointments on autopilot (even if you never look at it) (8:44) The century-old marketing technique that still magnetizes clients (your competitors probably think this is outdated) (11:44) 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. 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies. When you use analogies, you teach your leads, prospects and clients something without telling them directly. That way, you'll sell them on hiring you without ever feel like you're selling something. In this episode, you'll find out about 7 analogies you can use with your clients so they understand, hire and pay you! Want to close more and better clients with analogies? Listen now! Show highlights include: Overused analogies you might be using that scare clients away (avoid them and you'll do better) (1:23) The "guide" analogy that ethically forces clients to stick around for the long term (even if their portfolio tanks) (6:08) Why your clients invest like they're in a traffic jam (and how to use that metaphor to close more clients) (8:50) Warren Buffett's hamburger analogy that lets your clients profit from market dips (14:14) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html