Financial Advisor Marketing Podcast

In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn't their work ethic or ambition, it's that they're never told what to actually get good at. But, it turns out, there are 3 skills the most successful financial advisors master which the failures and the quitters don't practice enough—or not at all. If you want to have the freedom and the income you know you deserve for your hard work, listen to this episode now. You'll discover what those 3 skills are and how you can put them into practice for yourself so you can join the ranks of the best financial advisors. Show highlights include: The 3 simple steps to landing clients as a financial advisor. (5:18) The most important (and toughest) decisions you'll ever make in your career as a financial advisor. (6:39) Why NOT to follow "gurus" and do everything they say to the letter. (8:22) How flexibility can either turn you into a hyper-effective entrepreneur—or kill your business before you land your first client. (9:54) 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/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year. If you're starting out, this might seem completely unrealistic. But it's possible. A small elite of financial advisors are pocketing millions every year while others struggle to make even $10k. In this episode, you'll find out how you could scale your business to one million dollars in revenue and generate wealth that will free you and your family from having to work. Show highlights include: How "wasting" money creates more wealth than penny-pinching ever will. (6:08) The 4 things you need to measure to hit any income goal you want to reach. (7:43) The positive side effects of charging more than your competition (these go WAY beyond how much money you pocket at the end of the month). (11:45) Exactly how many prospects an average advisor might need to make a million dollars (that number might be lower for you if you're above-average). (16:34) 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you're listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don't. But what's even more important than doing the things that work is avoiding what doesn't. If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they're newbies while you've got a decade of experience. In this episode, you'll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors. Show highlights include: If you hate cold-calling, working on your marketing and learning about sales, here's how you can start enjoying all those things and create the business you want to run. (7:00) The 2 most profitable activities for financial advisors (these are the "money-making activities" that put dollars in your bank account). (10:29) How to land more clients than your competition, even if you generate fewer leads. (14:21) The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (16:30) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

If you're a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite. But you won't get there if you don't do what the elite has done to get there. In this episode, you'll learn which 7 things will let you join that elite and become one of the advisors others look up to and want to be like. Show highlights include: What not to copy from Warren Buffett (following his lead here could not only kill your business, but yourself in the long-term). (1:35) Why successful financial advisors aren't in the financial advising business. (4:45) How to get more consistent results with everything you do. (10:50) Why you should be able to hug your clients whenever you want to. (13:25) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to. But way too often, we're not productive enough to execute. We waste time on social media and spend hours on activities that don't move the needle. To escape that cycle and get done what you need to get done to become successful, you need "commitment devices". In this episode, you'll find out how to use commitment devices to make decisions that can make you more productive for years to come. Listen now if you're ready to create the perfect business reality you want to see in your life. Show highlights include: How to "automate" your productivity and give yourself no choice but to get things done. (6:40) The "cold turkey" method of getting rid of all social media distractions with a single click. (8:40) How to outwork your competition without doing late night shifts or getting up any earlier in the morning (this free browser extension can add a whole work week to your productivity). (10:30) Why you should stop trying to spend less time on social media, YouTube, etc. (12:30) 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-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself. But then they hit you with objections, doubts and skepticism. Suddenly, the conversation becomes awkward. And you often lose the client. Luckily, you can bypass these situations and convert even the most skeptical prospects into clients—and it's not by being rude or just dominating the conversation. In this episode, you'll learn all about how to close skeptical prospects and grow your business to become an advisor your clients trust and love. Show highlights include: How to make sure your prospect knows exactly what you can do for them and how much they'll get out of working with you. (8:25) The "Dollars at a Discount" strategy that removes skepticisms around fees and costs. (9:10) 5 ways to meet more prospects in your market and break down their skepticism at the same time. (11:15) When to let skeptical prospects walk and NOT turn them into clients to avoid time-sucking clients who hate you. (12:20) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

If you go on the internet and look for marketing tactics to get more clients, you'll get tons of tips, tricks and hacks that promise to skyrocket your business and deliver you an endless flow of clients. But when you put them into practice, they usually don't make you rich, but give you very little or no results. Why? Without the right "foundation", all marketing tactics are nearly useless, no matter how many billionaires credit their success with it. In this episode, you'll find out how to build this "foundation" and make tactics effective for your business and actually get more clients using the information you learn online. Listen now and do the things that work instead of spinning your wheels repeating the same failures. Show highlights include: Why religiously following a tactic in marketing, financial advice or anywhere else will kill your business in the long term AND not give your clients the results you want them to see. (4:15) How to predict a financial advisor's failure years in advance (focusing on this one thing fails every single time). (5:50) The one question that determines whether you should do something or leave it others. (11:50) What to do before you ever choose your tactics to supercharge whatever tactics you'll use and multiply their effectiveness. (12:50) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You can't get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc. What if you could minimize your work and set appointments on autopilot? In this episode, you'll find out how to set appointments with potential clients on autopilot. Instead of spending hours chasing prospects, you'll see new opportunities pop up in your calendar with minimal work. Listen now to get your appointments on autopilot instead of wasting hours every day you could've spent with your family, friends or hobbies. Show highlights include: The single most important step for getting appointments on autopilot (do this once and it will generate clients for years to come). (6:15) This marketing method is pronounced "dead" regularly—but savvy financial advisors still rake it in using this channel, outperforming those who neglect it for "cooler" solutions. (7:45) You'll never get a single appointment without working for it if you don' copy-and-paste this into your marketing. (12:15) The 3 steps to getting appointments without spending tons of time setting them. (15:30) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Whether you're crushing your market or currently trying to attract clients right now, you run a business. In any industry, there are losers and winners. The difference? Winners do different things than losers. That's why they get different outcomes. In this episode, you'll hear what activities successful financial advisors (and businesspeople of all kinds) do every day. Execute what you hear today and you can become one of the advisors everyone predicts will be a winner in the end—NOT the failed advisor who eventually ends up back in a day job. Show highlights include: Know a lot about finances, markets and investments? It doesn't matter how good of a financial advisor you are until you nail this one thing. (5:05) Why financial advisors who focus on becoming the best advisor possible get average results. (7:00) Marketing is NOT everything! Here's the second skill you need for explosive success as a financial advisor. (9:30) How to market your business if you don't like "the marketing stuff". (12:40) 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/7-tips-for-avoiding-burnout-as-a-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is the home of your business online. Even prospects you've met in-person will often find your website to seek out additional info about you. But not every website is successful. In fact, most websites don't attract clients at all. Many even repel prospects and "unsell" you. Luckily, there are 5 things you can do to make your website work for you. In this episode, you'll find out what they are, how to put them into practice and why they work. Listen now and turn your website into a client magnet. Show highlights include: Why your website does NOT have to look good–and how ugly websites can outperform pretty ones from the world's best designers. (3:15) How much of your contact information to put on your website to generate the maximum amount of clients. (5:45) The most important words to put on your website (nobody can copy this since they're specific to you). (11:40) Why most "about me" pages say nothing about their owner–especially when it lists your education, certifications, etc. (17:15) Go to 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-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/5-online-reputation-management-tips-for-financial-advisors.html