Financial Advisor Marketing Podcast

As a financial advisor, your personal performance decides if you thrive or struggle. When you're on top of your game, your service is top-notch, your business grows and you feel fantastic. But if you're not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business is falling apart. In this episode, you'll find out about the worst productivity habits that kill financial advisors' businesses. If you want to get more done, grow your business and feel more confident, listen now! Show highlights include: Why you should never do anything for free (not even in your free time). (9:39) How the "passive income lie" keeps you broke (and how to make massive income instead). (10:31) Why Elon makes a million in an hour working the Tesla assembly line (and how you can value your time the same way). (11:50) The weird reason skipping breakfast can make you more productive. (15:14) What heart attack survivors can teach you about getting more done without working longer. (17:03) Why a near-death experience can skyrocket your business. (17:51) The toxic habit that causes procrastination and fills your day with worthless admin work. (18:41) 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.

Many financial advisors are analytical types, not slick salesmen. They're uncomfortable with smooth-talking sales tactics and aggressive "closing". But if you can't sell, you'll never make a penny as a financial advisor. Fortunately, selling doesn't have to mean extorting prospects until they submit and hire you. There's a way to sell without feeling manipulative. It's called storytelling. If you tell the right story, you win your prospect's attention, trust and their business without feeling like you sold them on anything. In this episode, you'll find out how to tell better stories to win more clients. Want to stop being ghosted by prospects and win more clients than your smooth-talking competitors? Listen now! Show highlights include: How a financial advisor got to $1B under management without a website, social media or thousands of clients. (6:21) Why cavemen were better marketers than most financial advisors. (9:17) Why no one cares about your stock market analysis unless you make it emotional. (11:21) The "Screenwriter's Secret" to being remembered, standing out and attracting clients. (11:49) How simple stories and an eBay account lead to a 6200% ROI for two amateurs—and how you can use their secrets to win more clients. (14:47) 3 obvious elements every good story needs (miss one of them and prospects will ignore you). (17:36) The "Luke Skywalker Mistake" which makes people hate your stories and lose trust in you. (19:03) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Let's be real: You're more ambitious, more skilled and more hard-working than most people. That's not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you're not careful, your ambition can harm your business and keep you from achieving financial freedom. In this episode, you'll find out what makes financial advisors wealthy in the long-term and how to avoid the mistakes of all those who gave up and stayed poor. Want to leave the "crash and burn" tactics for your competitors? Listen now! Show highlights include: An overlooked target market that has multiple six figures to invest. (4:31) What marketing is really about (it has nothing to do with "giving value") (5:44) One question that gives you instant clarity on how to handle your own finances. (6:31) How a tiny investment separates dream clients from tire kickers. (12:48) Two things to work on before you buy a fancy watch, car or boat. (14:52) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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

You probably started your business to control your time and income. But if you're like most advisors, you're working nights, always think about work and feel guilty about taking days off. You deserve better. But it won't happen unless you automate your business. If you don't create systems that work on autopilot, you'll never get your free time back. In this episode, you'll discover the 3 most important systems for a financial services business. Want to stop neglecting your family, friends and hobbies and reclaim your free time? Listen now! Show highlights include: Why you need an "attraction system" to free yourself from the constant hustle. (7:39) How to get free leads from LinkedIn without cold-messaging anyone. (10:33) The one marketing channel that solves all your follow-up problems on autopilot. (13:44) Why most of your website visitors will never become clients (and how to fix it). (13:58) How to make sure your clients stick with you and love your work. (15:26) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren't successful. The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor. You might not like how they do things, but you should follow their lead. In this episode, you'll discover 3 things successful financial advisors do—and how you can copy them to build a successful business yourself. Want to stop copying poor people and use the strategies of wealthy advisors? Listen now! Show highlights include: The cognitive bias that makes financial advisors copy strategies from losers with no clients. (4:30) Why persistency won't make you successful, no matter what motivation gurus tell you. (7:18) What 70% of 7-figure financial advisors have in common. (10:17) 6 ways you can reach your ideal clients with your marketing. (14:29) Why clients will hate you if you don't have your own finances in order. (15:50) Why reading newsletters can make you wealthy even when courses, books and webinars have failed you. (17:14) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

When it comes to getting clients, there's two words you've heard a million times: Prospecting and marketing. And with so many people posting client-getting advice on social media, it's easy to confuse the two. But if you don't know the difference, none of your work will get results because you're sending the wrong messages to the wrong people. In this episode, you'll discover the difference between marketing and prospecting—and how to excel at both so you always have a full pipeline of red-hot leads. Do you want as many clients as you can handle? Listen now! Show highlights include: What you can learn about getting clients from 4th grade geometry classes. (6:28) Why you're in the marketing business even if you've never written a blog article or posted on social media. (10:51) How your marketing budget kills your marketing results. (15:17) How office decoration can make prospects run away—or close them before you say a word. (11:59) The one insight that attracts more clients than the world's best marketing strategy. (17:21) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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/27-financial-advisor-marketing-ideas--strategies-that-work.html

While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn. If you're not, this episode is for you. You'll find out why LinkedIn is the absolute best social network available to financial advisors and how to use it to get the wealthy clients you've always wanted. Ready to do business with wealthy clients who appreciate you? Listen now! Show highlights include: How young newbies old financial advisors make more money after a year than seasoned veterans after a decade. (4:30) The habits 95% of millionaires use to get and stay rich. (8:11) A giant email marketing lie that keeps you slaving away all day for the same money. (10:43) The "Message and Mail" strategy that gets leads in your target market in 2 easy steps. (14:44) Why the most common LinkedIn strategy is also the least effective. (15:10) How to get leads on autopilot without being pushy.(17:18) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive. One of the reasons: Most people waste time. They're not productive and barely get anything done. If you want to build a successful practice as a financial advisor, you need to be as productive as possible. In this episode, you'll discover the 3 best productivity tools for financial advisors. Ready to have more free time and make more money? Listen now! Show highlights include: How spending more time with your family can ruin your kids. (5:51) A free software tool that shows you where you waste valuable time. (9:12) How to get more done in 4 hours of work than others do in a whole day. (12:33) How laying in your bed can make you happier, wealthier and happier. (16:09) How turning your house into a "red light district" can make you more productive. (18:16) The marketing strategy that frees up your time instead of clogging up your schedule. (19:33) 2 email marketing tools that get financial advisors red-hot leads and free up their time. (21:01) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don't get results, you might as well throw your money in a barrel and burn it Financial advisors who run profitable ads have an unfair advantage. In this episode, you'll discover how you can run ads that bring you clients without extra work. Let your competitors waste time at networking meetings and cold-call strangers. Ready to get an advantage over your competition? Listen now! Show highlights include: How to run profitable campaigns even when your company won't let you run ads. (2:57) A sneaky method "gurus" use to fake their marketing results. (5:27) How your targeting can kill your entire campaign before you write a word. (8:06) How to make money off of an offer you haven't created yet. (9:43) Why most financial advisors burn money with online ads. (14:45) Why traffic, followers and comments don't matter and the only metric that does. (19:45) Unsexy, but highly effective marketing strategies few advisors use. (21:37) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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/4-linkedin-tips-for-financial-advisors.html

People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don't know how to get there. But most people never get there because they focus on shiny objects and short-term tactics. Those will never get you to real wealth. But if you focus on the strategies outlined in this episode, you can achieve lasting success and wealth. Want to claim the freedom you deserve? Listen now! Show highlights include: Why most people never get rich even if they work hard for 40 years. (6:11) Why you should never learn marketing from other financial advisors (9:06) Why 1% improvements never create breakthroughs. (11:42) 3 marketing strategies that are killing your business—even if they get you leads. (12:54) How the top 1% of advisors think about their marketing—and 4 ways you can copy their mindset in your own life. (15:25) Frank Sinatra's secret to making passive income without being alive. (16:04) The simple-but-hard method to becoming wealthy and free. (20:15) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html