Financial Advisor Marketing Podcast

If you're prospecting regularly, you probably constantly hear "I'm not interested" from lukewarm prospects. It's frustrating when prospects reject you—and even worse if you don't know why your prospect isn't interested. But if you can deal with "I'm not interested", you can discover what's holding your prospect back and might even land more clients. Want to discover how to deal with objections and close more clients? Listen now! Show highlights include: Why convincing uninterested prospects makes them run from you and ensures they'll never become clients. (7:15) How a 1960s copywriter can teach you to convert leads into clients (even if they're "not interested") (8:29) The "Numbers on the Board" mindset that makes prospecting easy (while you're getting rejected left and right) Why declining meetings and rejecting red-hot prospects is the best way to get more high-value clients. (16:12) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they're desperate for clients. It's easy to envy the wealthy advisors, but it's better to become one of them. If you cleanse your mindset from the toxic limiting beliefs that block your path to wealth, you can get all the clients you want while others wonder how you do it. In this episode, you'll find out about 7 limiting beliefs that hold people back from maximizing their income—and how to banish them to unleash abundance into your life. Want to stop chasing prospects and magnetize clients? Listen now! Show highlights include: Why you should have a burning desire to get rich (even if all you want is time with your family) (6:56) The odd reason buying a big house is an excuse to stay poor (even if you can "afford it") (11:10) The tough question that reveals whether you'll be wealthy or stuck in mediocrity. (15:05) Why chasing money and being selfish lets you make the greatest impact on the people around you. (21:30) 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

If you're like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again. The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happiness. If your inner voice is a critic, you'll struggle. If your inner voice is your biggest fan, you'll win. In this episode, you'll find out how to make peace with your inner critic and become your own biggest fan. Want to improve your self-talk, improve your mindset and put winning on autopilot? Listen now! Show highlights include: What paddling on the Ohio River can teach you about getting more done and achieving your goals. (2:55) Don't believe you can give advice to deca-millionaires? Here's why that might be a lie. (5:48) Why you can't kick your inner critic out of your head (and how to believe in yourself anyway) (8:00) The odd reason crying yourself to sleep over making $87k per year can make you more fulfilled. (13:22) The odd reason paying $1000 for a sweater can get you more clients (16:44) 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/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors win because they're great at selling. When someone answers the phone or sits down in their office, it's hard for the prospect not to hire the advisor. But if you're in meetings and phone calls all day, you're a salesperson, not a financial advisor. That's why copywriting is awesome: If you can write persuasive copy, you're selling 24/7, attracting clients and getting appointments with them. In this episode, you'll find out how to write copy that sells—and 3 scientifically proven ways to supercharge your copy and attract a horde of clients. Want to sell by writing instead of being stuck in calls? Listen now! Show highlights include: How writing copy lets you scale your client attraction without scaling your effort (3:31) The "Curiosity Gap" strategy that makes readers click, read and convert (6:42) Why changing a single number in your headlines gets you more readers. (9:39) The weird reason length is more important for cold email success than the words you say(15:39) 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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you're a good financial advisor, you want to do the best possible work for yourself and your clients. In theory, that's great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism. This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts. But you don't have to let perfectionism hold you back. In fact, you can conquer it and dominate your niche. In this episode, you'll find out how to defeat your perfectionism, start marketing to your niche and supercharge your marketing results. Want to stop editing and start publishing? Listen now! Show highlights include: How trying to be perfect makes you procrastinate on your goals (and how to ship things faster to run laps around your competitors) (4:20) The "80/20 squared" rule that shows you exactly which marketing message gets results and which gets ignored (6:08) The weird thoughts that show you that perfectionism is holding you back from achieving your goals (13:30) Why perfectionists get defensive when you point out their flaws (and how to correct this if it's your problem) (18:14) 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/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your skills don't matter if you don't get anything done. You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses. But if you're checking off your to-dos every single day, you become hyper-effective and skyrocket your income. In this episode, you'll discover a productivity experiment that could get you more high-paying clients and give you more free time to spend with your family. Want to find out how to grow your income without growing your effort? Listen now! Show highlights include: The weird way eating a banana could wreck your productivity and sabotage your business (3:08) Why gobbling down certain supplements does nothing to improve your health (unless you eat them with fat) (5:42) The 1-minute fix on your TV remote could improve your sleep and supercharge your productivity the next day (8:32) How starting a podcast can be a waste of time (or attract a horde of clients) (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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referral leads are better than random people from networking meetings. They hire you without objecting to everything you say. They're usually wealthy, You don't have to work to acquire them and they already trust you. Unfortunately, most advisors struggle to get referrals—because they ask for them. Begging your existing clients for referrals sucks. It makes your clients uncomfortable and makes many advisors feel like sleazy salespeople. But getting referrals can be easy. If you do it right, you'll get new referral leads ringing you up out of nowhere. In this episode, you'll find out exactly how to engineer a stream of referral leads without ever asking clients for referrals. Want to get referrals without working for them? Listen now! Show highlights include: How to "replicate" your best clients and skyrocket your revenue without cold-calling strangers. (8:57) Why now is the most important time in human history for wealthy clients to hire financial advisors (14:07) The odd reason taking all SEO measures off of your pages magnetizes affluent clients (even if you're ranked on the first page of Google). (16:37) Why your best clients are hiding their real questions from you (and how to find out those questions to close them on additional services. (35:26) Want to connect with Brian Ouellette on LinkedIn? Go here: https://www.linkedin.com/in/sbrianouellette Want to see what AskMyAdvisor can do for you? Visit the website here: https://askmyadvisor.co/

You've probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Competitors are closing clients you could've signed left and right. And if you're not setting yourself apart from your competitors, you'll lose. But if you become a category of your own, you'll have all the clients you need. In this episode, you'll find out how to do just that and magnetize more clients than you can handle. Want to stop competing and start winning? Listen now! Show highlights include: How robo-advisors might skyrocket your business and send you red-hot leads (even if you're afraid they'll eat your business) (1:58) The "indirect competitors" that steal your prospects while you're not looking (7:35) What air conditioning in retail shops can teach you about becoming the best advisor in your niche (and attracting the most clients) (11:15) Disney's "On Stage" strategy that makes their customers' experience magical—and how to use it to create a client experience that keeps them around for years. (13:42) 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that's you, don't worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere. In this episode, you'll discover what that factor is and how to leverage it to attract more clients than you can handle. Want to attract the clients you deserve for all your hard work? Listen now! Show highlights include: The 5 most common reasons prospects don't buy (and how to refute them to close the deal) (1:16) The "No Frame of Reference" problem that keeps your le(even if they trust you and are desperately looking for an advisor) (2:16) Why better content, social media posts or headlines are useless without a planned-out marketing strategy (6:18) How writing the best educational content in your niche doesn't get clients (and how to fix it by putting a simple link into your articles) (13:52) 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/top-10-best-books-for-financial-advisors.html

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor. That's because all humans are irrational and biased. Once you accept that, you'll be much better at helping clients get what they want—and keeping clients around for years. In this episode, financial advisor, speaker and author Carl Richards stops by to show you how to serve your clients better by being realistic about human nature. Want to serve your clients better and keep them for longer? Listen now! Show highlights include: Why selling financial certainty hurts clients and makes them leave you (even if you don't know you're selling certainty) (16:30) The "Guide" mindset that helps you make the best possible plan for your clients (that even works when you're wrong) (19:11) How to replace 200-page financial plans with a ball pen and a legal pad (and make your clients stick around longer) (24:27) Why your main job as a financial advisor is to help your clients say no (31:03) The "1-2-3" plan to find a niche that attracts high-paying clients in droves (34:20) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html