Financial Advisor Marketing Podcast

When you don't have happy clients, your business doesn't make money. You have to treat your clients well and get them results. But many advisors take this too far: They email, text and call their clients so much that they don't have the time to focus on their business anymore. In this episode, you'll find out how to make your clients happier by talking to them less often (and how to get more clients by freeing up the time to work on your business). Want to grow your business and make your clients happy? Listen now! Show highlights include: Why a pretty website makes prospects see you as average (and chases them away). (2:31) How to make more money by rejecting 90% of people who want to talk to you. (8:30) The "focus" criterium that lets you instantly decide which calls to answer (and which to ignore) (11:41) How to set "office hours" which answer all your clients' questions without taking up your whole day. (15:08) 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. Find out even more about financial advisor marketing here: 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

LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people. In short: LinkedIn wants your money. It might sound like the golden age of LinkedIn is over. But you don't have to go back to cold-calling and harassing strangers at networking meetings. You can still find, meet and close your ideal clients on LinkedIn. In this episode, you'll find out exactly how. Want to get clients on LinkedIn while your competitors flee? Listen now! Show highlights include: Why financial advisors who hustle day and night get fewer clients than lazy advisors working 2 hours a day. (1:55) Why a bigger network doesn't get you bigger checks. (6:33) Hidden dangers of LinkedIn automation (it might save time, but it can cost you your business) (10:06) How going all-in on LinkedIn can kill your marketing results. (12:49) Why a funny profile is better than a professional one. (13:31) 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 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 even more financial advisor marketing resources here: 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

If you're a regular listener of this show, you know it's usually about high-level strategies. The "do this, then that" tactics are usually reserved for paying customers. But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream. Want to find out what's working now and see if your question got answered? Listen now! Show highlights include: The step-by-step social media marketing system that gets clients to reach out to you. (3:58) Hidden dangers of templated content that make you look like any other advisor. (23:23) How to find content for your specific niche that already works for others. (26:08) What to say when a prospect wants to wait until the market gets better. (33:53) The Australian sales whiz who can help you put sales on "easy mode". (40:40) How to engineer referrals from people who've never met you or talked to you. (41:45) The "Feature Act" method to grow your audience and reach more ideal clients online. (45:00) How to create content that shatters prospects' objections before they ever talk to you. (46:37) 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. Want to become even better at marketing? Check out these resources too: 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

If you want to be better, wealthier and more successful than any of your competitors, you can't market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. Those tactics can build a mediocre business. But they won't attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you. Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now! Show highlights include: The "Layer Cake Method" that makes your ideal clients chase you. (6:55) Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48) How dumbing down your marketing attracts smarter, wealthier clients. (12:11) Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37) How your website supercharges your marketing (even if no one ever visits it). (23:18) 3 "Mad Libs"-like exercises that show you exactly what to say to clients. (28:15) 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. Want to become an even better marketer? Check out these resources too: 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

When you think of businesses that stand in your way, you probably think about competitors. And it's easy to box out a financial advisor, especially when they can't market themselves. But right now, a big tech behemoth is threatening to kill your marketing strategy: Google. If you're marketing online, there's a good chance a corporation can wipe out your lead flow whenever they push the button. Fortunately, that doesn't mean you have to start going to networking meetings, knock on people's doors or cold-call strangers. But you have to adapt. In this episode, you'll find out how to win clients online without depending on a corporation (and without rich competitors copying your strategy). Want to claim back your freedom in your online marketing? Listen now! Show highlights include: Why lead-selling agencies will probably go out of business (and how to get leads in the future with a 50-year old technology). (5:15) Little-used lead-generation channels that will survive after Google's new policies take effect. (6:58) One question which weeds out all freelancers and agencies which won't get you results. (9:10) Why you shouldn't limit your marketing budget, even if you don't have any cash to spend. (10:24) What SEO "professionals" won't tell you about rankings (and the cheap, high-ROI channel that gets you clients without paying an agency). (11:27) 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 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 independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there. The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value comfort and pleasure over their business. You shouldn't join the clientless masses who go back to their 9-5 after a few years. You deserve to make your dream life as an advisor a reality. In this episode, you'll find out how to set priorities so you can execute what'll really get you to your goals. Ready to set goals and actually reach them? Listen now! Show highlights include: What dead-broke gambling addicts can teach you about the psychology of making money. (7:23) How to eliminate all your excuses by adopting the "crack addict mindset". (8:17) Why a broke lady financing a Cadillac sets better priorities than most financial advisors. (9:41) The counter-intuitive reason working too much lets you prioritize your family. (14:17) How putting yourself over your clients makes clients value you more. (15:40) The hidden downside of being the best financial advisor in your area. (16:35) How Vanguard Research proved that clients don't care about your qualifications (and the dead-simple quality which actually builds trust). (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 the https://TheAdvisorCoach.com/Newsletterand pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Find out even more about financial advisor marketing 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

If you want to reach your ideal clients online, you probably won't find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them. But, like any social network, LinkedIn wants to make money—which means it's cutting down your reach and making it more expensive to reach your ideal prospects. In this episode, you'll find out if LinkedIn is still valuable for financial advisors (and how to approach your dream clients anywhere). Want to find out where you'll find clients now AND in the future? Listen now! Show highlights include: How to profit off of the flood of amateur advisors harassing your dream clients on LinkedIn. (6:27) Why "free" marketing channels can kill your business. (6:43) How treating LinkedIn as a number's game only gets you penny-pinching prospects. (7:14) Why you shouldn't automate your LinkedIn outreach (even if it saves you hours every day). (8:42) How LinkedIn will tap your bank account to fill their pockets. (10:37) Why video content could be a horrible strategy for LinkedIn (unless you're reposting to other media sites) (15:28) 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 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. Check out these resources to get even better at marketing: 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

Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment. But if you spew your take on a Delaware paper mill stock on social media, you won't have the Forbes 500 list knocking on your door. To win wealthy investors as clients, you need to win their trust and enter their world. In this episode, you'll find out exactly how to close wealthy clients as a financial advisor (and never bother with low-end clients again). Want to work with the clients your competition doesn't even know exist? Listen now! Show highlights include: Why closing on your first meeting with a wealthy prospect is a death sentence for your cooperation. (8:22) How the internet lets you close rich clients across the country from your couch wearing pajamas. (8:35) The "Window Shopper's Secret" to beat your competition without throwing dirt at them. (11:56) How to get millionaire clients by telling them to leave you alone. (12:46) Why wealthy investors would hire a well-known, average advisor over a basement dweller who gets sky-high returns. (13:58) The "Referral Ravage" that'll eliminate financial advisors who can't market themselves. (15:48) Why rich people want to invest in boring assets (and how to win them as clients without hawking index funds, mutual funds or stock picks). (18:27) How choosing a tiny niche market eliminates your wealthy prospects' objections (even if they're outside your niche). (19:21) 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. Want to get even better as a financial advisor? Check out 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

It's nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face. But if you chase acceptance, you'll never have a roster of clients who appreciate you. You can't please everyone at the same time. At best, you'll have a bunch of lukewarm client relationships. At worst, you'll only be managing your own capital. In this episode, you'll find out why not pleasing people is better for you, for them and for your bank account. Want to stop being a pushover and build the client relationships you want? Listen now! Show highlights include: Why wanting to be accepted makes you boring, bland and poor. (3:38) How the "rockstar of copywriting" helped a marketing campaign bring in an extra 96k per month (and how you can use his method to multiply your results). (4:33) The hidden benefits of getting fewer leads than your competitors. (7:31) Why Steve Jobs loved being hated—and the counter-intuitive way haters will make you more money. (14:23) How rejecting more prospects will improve your lead flow. (15:42) 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 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. Want to find out even more about building your business as a financial advisor? Check out 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

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won't attract the clients you want. But you don't have to resign and rely on harassing strangers who don't want to hear from you. In this episode, you'll find out about 3 marketing strategies that work for financial advisors right now. Want to get the cutting-edge marketing strategies that work today? Listen now! Show highlights include: Why other advisors' "best practices" can kill your marketing results. (2:26) A marketing channel the leading consulting firm McKinsey & company called "40 times more effective than Twitter and Facebook combined". (4:18) How to make more money on social media without closing a single client. (8:30) The "one-to-many" marketing strategy which multiplies your lead flow and gets you clients on autopilot. (9:41) Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58) Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49) How to get your best clients to refer their wealthy friends to you without being annoying.(13:32) 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. Want to find out even more about building your business as a financial advisor? Check out 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