Financial Advisor Marketing Podcast

If you've been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills. And that's where most financial advisors fail: The mental side of being in business. While many financial advisors set themselves up for failure, you can train your mind to seek out success instead. You'll find out how to "program" yourself for success in this episode. You'll also get specific exercises you can do today to get on track to become the successful advisor you know you can be. Show highlights include: The most important self-help author to read to attract success into your life. (4:00) How "Mean World Syndrome" can either turbocharge your success or keep you from ever reaching it. (13:30) Beware of "Lifestyle Creep". If this affects you, you won't live a better life, no matter how many clients you land. (17:30) "Hidden" influences that sabotage your success and can decide whether your business flourishes or perishes. (23:15) 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/financial-advisor-coaching.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

As a financial advisor looking for clients, the first thing you need is an appointment. But if you've tried to get more appointments before, you've probably noticed: It's not as easy as it looks. Whether you're currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments. You'll hear all about them in this episode. You'll hear what the mistakes are, why they're bad and what to do instead so you can have a constant pipeline of leads for your new business. That way, you'll be the advisor who doesn't worry about their lead flow while your competition wonders whether they'll make it into their second year of business. Show highlights include: Why you can't sell your services without an appointment—don't even try via email or social media. (2:45) Why you can't create demand for your business—and how that insight lets you get people more interested with less effort. (10:45) When not to talk about finances with your potential clients. (11:55) If you think this string of words—let the prospect or client go immediately (it might kill your business in the long-term).(15:50) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/8-things-nobody-tells-you-about-being-a-financial-advisor.html

If you're like most financial advisors, you didn't start your business for the money—you started it to live and work on your own terms. Although freedom is the most common goal of financial advisors, it's the least common reality. Many work into the AM, never feel done and don't even see appropriate results for all their hard work. If that's you, today's episode is for you. Because you'll find out how you can take time off (without checking your phone every 3.5 minutes) and claim the freedom you started your business for. That way, you'll become a successful advisor who gets respect from clients and peers for playing by his own rules. Show highlights include: The biggest reason financial advisors don't have freedom (this has almost nothing to do with marketing—and everything to do with priorities). (7:30) How to identify "business" activities robbing you of your time and freedom without making you any richer. (8:40) The free software you can use to evaluate whether you're spending your time the right way. (11:30) Why "hustling" and "grinding" is useless–and how to do the opposite instead. (14:30) 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/day-in-the-life-of-a-financial-advisor.html

It's easy to start a career or business all excited. It's hard to surmount challenges, persist in the face of adversity and win in the long-term. But years later, we say "Had I known that from the beginning, I would've skipped years of struggle." In this episode, you get 3 things which will give you that exact feeling. You'll be able to leap ahead of the struggles other advisors still face and get results much faster than your competition. Show highlights include: Why your inexperience can make you more successful than an entrenched financial advisor with 20 years of experience. (9:50) The book to read if you don't feel like you deserve success yet. (12:20) Why not to get a "mentor" in the beginning of your career as a financial advisor. (13:55) Why millionaire CEOs profit off of being inexperienced. (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-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find. If that's you, you're making an error that can kill your business—even if you succeed. Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business. There are 5 types of them. In this episode, you'll hear exactly what they are, why they're dangerous and how to spot them. That way, you can keep those horror clients from ever entering your business and can build the business that works for you. Show highlights include: Why not to pick up the phone when your clients call (it sounds odd, but if you do this, they'll know you're doing good work for them). (7:40) If your clients complain about losing money, you need to fire them. Here's why. (11:50) How high can your client's expectations get before it endangers your business? Here's where you need to draw the line. (13:15) The important marketing lesson you can learn from old-school ways single guys tried to get a date. (18:15) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/sleep.html

You've heard internet "experts" talk about giving value before doing business with someone. Following their advice might kill your business. You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term. In this episode, you'll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love. Show highlights include: How to make yourself implement all the business-boosting information you consume. (3:20) What separates smart financial advisors (who get rich) from those who stay poor. (4:25) Why you don't need a webinar or other fancy marketing systems to run a successful business. (5:45) The biggest mindset mistake financial advisors make in their marketing (you can stop all your marketing if you don't correct this). (8:30) 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the casinos. Long story short: Casinos are amazing at making money. Which means they can teach you something if you want to earn more. In this episode, you'll hear what you can learn about marketing from casinos and how to turn what they know into more clients for your business. Show highlights include: The 5 groups you should divide your clients into so your clients stay with you, pay you and refer their friends to you. (10:40) The secret reason casinos treat buy dinner for their customers… and how you can profit by doing the same thing. (13:55) How "saving" money can ruin your business (even if you're just new and don't have much capital). (15:45) The two steps of growing any hugely profitable business from scratch. (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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

If you're currently struggling to add more clients to your business, it might sound impossible to land clients by next week. But if you had to for your survival, you could. You'd surprise yourself with creativity and energy to land clients. And land them now. In this episode, James shares exactly how he would get clients now as a financial advisor. Listen and implement these strategies so you can add a client as soon as tomorrow. Don't continue to struggle while others close the clients you want to work with. Listen now and join the financial advisors who have all the clients they want and enjoy the lifestyle they deserve. Show highlights include: How to get clients as a financial advisor—even when you don't know a single soul in your city. (8:10) The first thing you have to do to get clients as a financial advisor (this is NOT optional, any other steps after this are useless if you don't do this first.) (9:00) What to say to whom to land other people's wealthy clients (even if you don't know them). (11:00) Why marketing can be a waste of time if you need clients (and why it's crucial anyway). (14:40) 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/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/video-marketing-for-financial-advisors.html

Who should you learn from when it comes to growing your business? You could learn from all sorts of seminars, books and courses. And many of them are great. But there's a hidden treasure of knowledge you access when you're able to learn business lessons from everyone and everything. You're not just learning more, you also make learning fun. Like when you can learn how to grow your business from Tony Soprano. And that's just what you're getting in this episode. Listen now to find out what one of the most notorious gangsters in entertainment history can teach you about business and dominate your market, just like Tony Soprano. Show highlights include: The goal you always need to keep top of mind. (4:35) How the "scarcity mentality" robs you of clients and turns opportunities into threats. (8:05) Why you should reject (some) clients who want to give you their money. (8:25) How to learn by not trying to learn anything. (16:25) 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

When you start out as a financial advisor, you're hungry for success. You start landing your first few clients, then a couple more—and suddenly you're a successful financial advisor running a thriving business. But then what? Success corrupts many financial advisors. Their mindset changes and they lose what they painstakingly built. But there are ways to stop this from happening and grow even beyond your own wildest expectations. In this episode, you'll hear about the "Dark Side Of Success" and how master copywriter Gary Halbert avoided being harmed by his own success. Show highlights include: - Why certainty is one of the most sneaky success killers (it usually disguises as growth and stabs you in the back later on). (7:40) - The uncomfortable reason you haven't heard from some family and friends in forever… and why their silence is a good thing. (8:20) - Why you need to sacrifice parts of your current life if you want to become a successful financial advisor. (14:50) - Why you shouldn't necessarily chase clients and money to be successful—and what to focus on instead if you want to become happy (and rich) in the long-term. (16:35) 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. Recommended Resources: 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