Financial Advisor Marketing Podcast

If you've got an interested prospect, you're probably excited about a new potential client. You write to them, call them–but more often than not, they don't decide. Eventually, the prospect stops replying and actually goes nowhere. In this episode, you'll find out how to fix that problem by getting prospects to decide. Listen now to find out how to generate more business and spend no more time chasing prospects that aren't interested anyway. Show highlights include: Why you shouldn't try to insert urgency into your sales meetings–and how to use it anyway. (5:47) How compound interest applies to your business efforts. (11:00) The "secret" to making your website work for you—without changing any of the copy or images. (18:00) Why knowing less about your prospects, your market and finances keeps you from meeting qualified prospects. (20:03) 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 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Being a financial advisor isn't easy. You face a lot of stress, rejection, struggle and disappointment. You know it'll all be worth it in the end, but you'll have to conquer your fears and struggles. And if you're mentally weak, you'll succumb to the pressures of these negative things. If you want to be successful, you need to be mentally strong. In this episode, you'll find out how to strengthen your mind and overcome any challenge you're facing. Show highlights include: The easiest step to becoming mentally tough (if you don't do this, nothing else will work). (8:31) How stress makes you tougher and can grow your business. (12:51) How thinking negatively makes you mentally tougher and makes your outcomes more positive in the end. (15:38) How "momentum" lets you achieve more while feeling better. (19:40) Go to the 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/27-financial-advisor-marketing-ideas--strategies-that-work.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

If you're a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more time with your kids and provide more for them than you had growing up. But if you're like most parents, you know educating your kids isn't as easy as putting them into school. In this episode, you'll find out which 3 things your kids should learn so you'll smile when you think about their accomplishments once they're grown up. Show highlights include: The controversial advice to kids that many financial advisors disagree with. (10:47) Why NOT to teach your kids to save as much money as possible. (12:20) The superpower you have as a financial advisor that no average person will ever have. (14:32) How "The Marshmallow Test" can determine whether your kid will be a success or a failure. (17:22) Go to the 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Before you started out as a financial advisor, you probably thought you'd be successful quickly, reducing your work hours and having tons of free time. But when you really start running your business, you realize it's much more complicated than that. Everybody struggles, but you shouldn't struggle without solving your problems. In this episode, you'll find out how to grow your business and finally solve the problems causing you struggle right now. Show highlights include: Why you don't have to be great at cold-calling to thrive as a financial advisor. (4:18) How getting a mentor can ruin your business and make you hate the work you thought would make you incredibly happy. (6:32) The two online quizzes that'll show you exactly what you should be doing in your business. (13:00) The free mindset shift that lets you ignore your competition and turn yourself into the businessperson you know you can be. (15:07) Go to the 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you're struggling to land more clients even though you're doing all the right things from books and training programs, you might be making a different mistake. Because while you can learn a lot from what successful people do, you can learn much more from what they quit on. In this episode, you'll hear about 5 habits every financial advisor needs to break before becoming successful. Listen now if you're ready to let go of bad habits dragging you down and get full leverage out of the productive things you do. Show highlights include: How trying to get more clients can get you no clients at all and ruin your business before it really got started. (5:03) Why you shouldn't always try to get new clients—according to Harvard Business Review. (8:42) If you react to clients instantly, you're sacrificing your long-term success for short-term satisfaction. Here's why. (12:04) How comparing yourself to others makes you less happy—and gets you worse results when you copy "successful" people. (14:32) Go to the 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

If you look up to millionaire financial advisors, here's some relief: Rich financial advisors aren't rich because they're naturally better than you. The truth is much simpler. They do things on autopilot most financial advisors don't even do with tons of effort. These things make them rich—and you can do the same to get better results for yourself. Ready to become a rich financial advisor? In this episode, you'll get the 3 best habits rich financial advisors share so you can do more of what creates success and less of what makes financial advisors fail. Show highlights include: How you can dominate a market where everyone has better skills than you (this is how "stupid" people end up rich and on TV while intellectuals hate on them from their couch). (3:35) Even though this might not feel effective, it's one of the most worthwhile things you can do. (6:52) The most important things you need to know about your business. (9:05) A life-changing book that'll help you implement rich advisor habit #3 in every area of your life. (12:59) Go to the 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/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

There's nothing more important for entrepreneurs of any kind than lifelong learning. But sometimes, what feels like learning actually harms you. That's the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor. In this episode, you'll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you. Show highlights include: What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50) The simplest way to get more appointments. (10:28) The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00) 4 things that can automatically generate appointments for you. (19:50) Go to the 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you've been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don't work out or they're not a fit for your business. But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you're lucky—sends you a one-sentence rejection? Then you've probably committed one of 3 "sins" that turn off potential clients and make them abandon you. In this episode, you'll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account. Show highlights include: The biggest problem with financial advisors' websites–which has nothing to do with design. (7:28) Why not turning your phone off during meetings can turn your prospects off. (11:43) The only person that matters in a meeting with your clients or prospects (hint: It's NOT you). (13:50) What you can learn from broadway plays about landing more clients. (17:15) Go to the 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

You've probably already heard that LinkedIn is one of the best marketing channels for financial advisors. But creating an account and uploading a picture in a suit isn't enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you're ready to find out how to do that! Today, you'll hear about 3 rules that let you set appointments and generate clients using LinkedIn. Ready to become the financial advisor that has dream prospects on the phone every day? Listen now! Show highlights include: How to get LinkedIn to put you in front of your target market without lifting a finger. (8:05) The biggest mistake financial advisors make in their first message to a prospect—doing this makes people ignore you immediately. (12:28) Why most people distrust you right from the start—and how to earn people's trust and make them your clients. (14:45) How to make money with LinkedIn from your couch—without missing your favorite show. (19:08) Go to the 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You can have the prettiest business cards and the fanciest websites, but a financial advisor's business runs on clients. And whether you're brand-new or just going through a slump, this episode will help you get more clients. In this episode, you'll hear the no. 1 strategy to get more clients now. You'll hear how you can flush money into your business right now and stop using strategies that don't work. Become a real financial advisor–not a client-less amateur. Show highlights include: Why most advisors resist the #1 secret for more clients. (4:45) The century-old marketing channel most of the richest marketers in the world still use (most financial advisors see this one as "outdated"). (9:08) How to become unforgettable for your niche. (14:00) The "hidden" niche that has very little competition, but gigantic potential for financial advisors. (14:14) Go to the 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html