Financial Advisor Marketing Podcast

Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you're working long hours, can't separate work from your home life, and feel like you're stuck on a treadmill… burnout might be creeping in. In this episode, you'll find out how to recognise the three types of burnout, discover how to reduce your workload, and create more space in your personal life. Don't be happy as a "workaholic" -- why the real definition should scare you (1:41) Why 1:05 a.m. might be the best time to move your business forward (3:05) 3 signs you are losing your "home life" boundaries and how the convenience of "WFH" accelerates burnout (3:50) Why "loving what you do" can put you on the fast track to burnout (5:12) Do you suffer from "Stock Market Exhaustion?" How taking time off tricks your brain into increasing your long-term stress (5:32) Weekend "vacations" not an effective stress relief? Try this "TIE" shift in your daily schedule (6:25) How strictly limiting your workday can explode your profitability (9:25) The three types of burnout most financial advisors have and how to fix them (9:54) How to reach big goals that should motivate you but instead paralyze you (13:36) How to delegate differently and pour a bucket of water on your burnout (16:00) 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 the https://TheAdvisorCoach.com/Newsletter 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/15-financial-advisor-prospecting-ideas–techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Show Notes You've probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong: They create fancy stock market reports nobody reads and post about certifications that don't get clients. The truth is: Effective content marketing doesn't have to be complicated (or take a lot of time). In this episode, you'll discover how to create better content in less time (and get more clients with it). Are you looking to generate new business with content marketing? Listen now! Bullets How writing long content beyond anyone's attention span generates more leads than bite-sized posts (5:36) The "Mere Exposure Effect" that makes prospects want to pay you (without slimy sales tactics)( (6:33) Why saying no to red-hot leads generates more income than accepting every client that comes your way (10:25) How choosing a niche makes content creation a breeze (even if you hate writing and being on camera) (12:29) How "Just Published 4 Minutes Ago" attracts more clients than stale "evergreen" content. (16:12) How a content calendar prevents you from being overwhelmed by content creation (19:40) Discover how to become an even better marketer with these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Most financial advisors dream of an amazing life when they start their business. They think they'll make more money than ever, spend a ton of time with their family and go on exotic vacations. But reality is usually different. You're working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacation, your business would collapse because your clients can't reach you. And that time with your kids? You might even secretly feel guilty about not growing your business at that time. This happens everywhere. It's called workaholism. And if it got results, it would simply be the price of success. But workaholism usually hurts your business instead of growing it. This week's guest Travis Parry is the author of "Finding Balance" - a book on ending workaholism so you can live your best life. In this episode, you'll discover how you can stop being a workaholic and get more results in less time. Want to get more clients without working harder? Listen now! Show highlights include: Why taking a vacation grows your business faster than hustling 24/7 (11:31) How reading in your bed can kill your productivity (15:40) The "Productivity Myth" that lets you accomplish more in 50 hours per week than "hustlers" do in 80 (21:39) How workaholism can cause a "gray divorce" that erodes your relationship with your spouse (33:48) 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 the https://TheAdvisorCoach.com/Newsletter 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/elevator-speech-financial-advisors.html

There's only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they'll never become a client. Luckily, you don't have to become a professional marketer to have a convincing website that attracts clients. In this episode, you'll discover how the top 100 independent financial advisors get clients with their websites. Want to apply their lessons to create a website that attracts red-hot leads and gets you more clients? Listen now! Show highlights include: The 2-second gut check that gets potential clients to trust you before they read a word on your website. (4:19) Why putting a phone icon on your website can reduce your lead flow by 48% (and what "icon" to use instead). (5:35) How a quick 3-minute phone camera video can improve your website's conversion rate by up to 80%. (7:05) The two most likely places prospects look for financial advisors (and how to make sure you show up in both). (10:14) Why more than half of investors have rejected financial advisors because of their Facebook profiles. (17:42) One strategy 70% of millionaire financial advisors all have in common (you can implement this by tomorrow) (18:50) The highly profitable marketing strategy only 20% of financial advisors are using. (20:53) 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 the https://TheAdvisorCoach.com/Newsletter 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html Links mentioned on the show: https://www.theadvisorcoach.com/financial-advisor-websites.html

Starting out as a financial advisor is simple: If you join a big firm, you don't have to build relationships with brokerages or create your own brochures and other marketing materials. But that comfort comes at a cost: Big firms can restrict how and where you market. They can limit who you work with and what your clients can invest in. But you don't have to live with these limitations. Registered Investment Advisors (RIAs) have almost complete freedom in their business. This week's guest Brad Wales helps financial advisors transition to RIAs so they can have complete freedom in their own business without worrying about company guidelines. Want to find out how to reclaim your freedom in your business? Listen now! Show highlights include: How "going RIA" gives you more flexibility and more revenue. (5:38) Why the "knuckleheads" in your firm restrict your marketing and lower your revenue (even if they have no authority and zero clients). (6:17) How the RIA model lets you take home 60-70% of the revenue you generate (if you're willing to take on extra responsibility). (12:02) 2 words of advice that let you never worry about company restrictions again.(14:00) Why you're indirectly paying expensive compliance firms (even if they've never sent you a bill). (18:04) How you're subsidizing the worst advisors at your firm (unless you're already independent). (20:35) Why you shouldn't become an RIA if you've got "golden handcuffs" (even if you hate restrictions). (23:15) 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 the https://TheAdvisorCoach.com/Newsletter 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/elevator-speech-financial-advisors.html

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves. But if you market yourself well, you don't have to hustle that hard. You can talk to pre-qualified prospects without fancy sales scripts, high-tech ad setups or harassing strangers. One financial advisor even set 14 appointments by writing a simple email. In this episode, you'll find out how he did it (and what you can learn from his strategies so you can do the same). Want to land more clients with simpler marketing? Listen now! Show highlights include: Why email marketing is the most effective appointment-setting strategy (and how to use it to strengthen your other marketing strategies). (0:55) Why posting on Facebook and Twitter is a waste of time (even if it got you clients before). (2:47) The "autoresponder" method that sets client appointments while you're asleep. (9:08) Why a massive email list, expensive software and beautiful design won't get you appointments if you're using the wrong words. (14:32) How a 3 page PDF can make the difference between an ice-cold lead and a red-hot prospect. (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 the https://TheAdvisorCoach.com/Newsletter 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 you get paid a percentage of your assets under management, it makes sense to work with "big fish". Landing one wealthy client puts more money in your pocket than ten poor ones. But getting wealthy clients isn't easy. First, every advisor tries to get affluent clients. Second, there's no millionaire's association you can call for a list of their members. Third, wealthy people are busy. But that doesn't mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you'll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one). Want to get the millionaire clients you deserve? Listen now! Show highlights include: How introverted financial advisors can get more clients than smooth-talking "naturals" (without pretending to like cold-calling, networking meetings or. (10:12) An exact breakdown of the first step affluent investors take to find a financial advisor (and how to position yourself so you're the first advisor they see). (11:29) How to find the "new rich" online when older investors won't meet with you. (13:56) Why relying on referrals could kill your business just a few years from now (even if you're thriving now).(16:45) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Links mentioned on the show: http://theadvisorcoach.com/ads 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

Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances. But it's not easy to get others to trust you enough to send their friends to you. Harassing people to get referrals might lose more clients than it wins. But hoping for referrals to show up in your email inbox doesn't work. The good news is: You can get more referrals without begging people for them.. In this episode, you'll find out the best way to get referrals and turn them into clients. Want to stop relying on luck and get referrals on demand? Listen now! Show highlights include: The 3 types of trust you need to build with your prospects (ignore this and your prospects might ghost you). (2:06) Why scripts, tactics and templates don't get more clients, even if they work for other people. (3:57) Scientific proof that begging for referrals doesn't generate leads (and the counter-intuitive way to get referrals without harassing anyone). (5:25) How to get referrals by turning yourself into a status symbol your clients can't live without. (8:55) Why having an email list makes it easier for clients to refer you to their friends (even if none of your clients find you through email). (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 the https://TheAdvisorCoach.com/Newsletter 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/4-linkedin-tips-for-financial-advisors.html

If you want to improve your marketing, attract more leads and close more clients, there's tons of "experts" willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs. If you're not a marketing expert, it's probably hard to decide who you can trust. They all have the same smiling testimonials, years of experience and happy customers. In this episode, you'll find out how to spot the ripoffs and find true experts who'll take your business to the next level. Want to learn from the best so you can get more leads, prospects and clients? Listen now! Show highlights include: Why 58% of the most successful financial advisors use email marketing to attract leads. (6:27) The disappointing data that makes SEO for financial advisors nearly useless. (8:14) Why buying leads can kill your business (even if you're closing clients through it). (9:38) How funnel building software cuts off your lead supply (unless you quit after it starts working). (14:50) The "5 Second Rule" that repels 48% of potential leads on your website. (17:08) Why certifications are a ripoff that only gets you kudos from other advisors (without actually getting you more clients). (19:56) 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 the https://TheAdvisorCoach.com/Newsletter 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Being a financial advisor means you're in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client. But right now, it's almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you can sign a ton of clients without ever shaking their hands - and even travel the world while doing so! This week's guest Derek Notman has run his business fully remote for years. In this episode, he'll show you how you can get and serve clients online (even if you've gotten all your clients in person). Want to be location-independent and land new clients without shaking their hands? Listen now! Show highlights include: How being more selfish helps you serve yourself and your clients better. (3:18) The 3 systems you need to build a fully virtual business as a financial advisor. (6:00) Why free marketing strategies get financial advisors better results than "investing" thousands in paid ads. (7:40) How the digital revolution will transform the financial advice business. (14:20) How the "everything will stay the same" makes financial advisors go extinct. (19:34) Why you need an "office" even if you could run your business from your couch. (25:20) 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 the https://TheAdvisorCoach.com/Newsletter 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-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html