Financial Advisor Marketing Podcast

Do you sometimes feel you can't get it all done? Between serving clients, growing your business and your private life, it's easy to have more tasks in your head than you feel you could ever handle. But some people DO get it all done. In fact, some extraordinary entrepreneurs get more done in 10 years than billions of people in their lifetimes. One of them is Bill Gates. In this episode, you'll get productivity tips the Microsoft founder himself uses to get everything done without being stressed or sacrificing family time. Show highlights include: - Why not cleaning your own house isn't selfish or arrogant, but helps you impact those around you in a great way. (8:30) - Why Bill Gates schedules his day down to 5-minute increments—and how doing the same can help you get more done every day. (12:20) - The research-backed way to get the most out of your work time while taking plenty of breaks. (12:45) - How to turn "dead time" (like waiting in a doctor's office or commuting) into time which grows you and your business. (17:05) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

Building a business can be hard, especially in the beginning. There are bills to be paid, clients to be served and if you're new at this, you also have to grow into the mindset of a successful entrepreneur. Many of the challenges financial advisors face are caused by 4 phrases they tell themselves and others. If you replace these phrases, your business will not only grow, you'll also get back control of your life instead of being crushed by stress. Get a leg up on your competition and become the go-to while others get ruined by the effects of the 4 phrases. Show highlights include: - The dangerous phrase experienced advisors often use shortly before their business stagnates or crumbles. (3:50) - The single biggest priority you should have in your business (it's NOT serving your clients). (6:40) - Why your experience doesn't matter and what actually attracts clients. (7:05) - How the financial advice business works… in one simple sentence (remember this and you'll always be clear on what to do next). (14:10) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and make more money yourself. Referrals from current clients are one of the most popular ways of attracting new leads. But the most popular strategies for getting referrals are business killers. They make your clients leave you and make you look unprofessional. In this episode, you'll hear about the most common ways financial advisors destroy their reputations when they ask for referrals. You'll also find out exactly when to ask for referrals in order to gain trust. Listen now to generate enough referrals to become the most sought-after financial advisor in your market. Show highlights include: - Why referrals should be a side effect of doing good business, not the core of your business. (8:30) - Why you should never "brainstorm" referrals with your current clients. (8:40) - Which words you must hear from your client before asking for a referral—and how asking too soon causes your clients to run and choose your competitors. (10:40) - Why NOT to ask your clients for referrals during your regular financial planning meetings. (13:30) 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. Recommended Resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

As a listener of this podcast, you know marketing is essential to your success as a financial advisor. And you probably have ideas on how to improve your marketing. But if you think of marketing and think of commercials, slogans and branding, even your most creative ideas will fail. In this episode, you'll hear how to do the exact opposite of what you think of as marketing and actually get more clients. Show highlights include: - Why you'll make more money if you don't build a brand and stop generating goodwill. (6:25) - Ditch "awareness" or "brand equity". Here's the only marketing objective you need as a financial advisor. (8:45) - Why "branding" is a money-pit but "personal branding" can make you rich. (11:15) - Why building your brand can be good… as long as it's free. (13:05) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

You've probably seen plenty of experts dispense advice on how to become a highly-paid financial advisor. Most of them trumpet how much money they make and how easy their life is. But you learn the most from other people's mistakes, not from how successful they are now. That's why this episode reveals 5 marketing mistakes that have cost James thousands of dollars so you can sidestep these mistakes and start earning more quicker. Show highlights include: - How trying to maximize your ROI tanks your marketing results. (6:05) - Stop worrying about your close rate, first year returns or other metrics. Here's the metric that decides whether you prosper or perish. (6:30) - If you're a one-man show, here's why hiring more people can grow your business (even if you don't "need" anyone right now). (9:30) - Why you should get your groceries delivered if you're serious about growing your business. (11:25) - The website you'll regret not prospecting on if you aren't doing it now. (13:30) 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. Recommended Resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-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

As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do list is endless and you couldn't get it all done if you had 50 hours in a day. It might sound harsh, but if you're that "busy", you'll fail. If you want sustainable success and a crowd of high-paying clients, you need to adopt a WWII general's mindset and become lazy. How? You'll hear it all in this episode. Show highlights include: - Do you have a Netflix account but don't know why Lynda is? Here's how you need to change your mindset. (4:40) - If these words describe you, you need to radically change or quit your business now (one of them is "hard-working"). (6:10) - Why lazy people make the most effective financial advisors. (7:40) - Why Bill Gates would put lazy people in charge and pay them better than the hard workers. (10:35) - Whenever you're busy, ask yourself the "WWALPD" question and make work easy. (11:00) 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/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

To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a Ferrari?) and not answering to anybody just don't seem like something most people could also have. But if you're an ambitious financial advisor, you might have a hunch that becoming a millionaire is possible for you. And it's true: With the right mindset, habits and big enough goals, you could make a 7-figure income. In this episode, you'll hear exactly what the world's millionaires consider the key to success so you can catapult yourself into their world. Show highlights include: - The "Navy SEAL trait" 91% of millionaires consider an important success factor in their lives (this will transform your client interactions). (4:00) - How denying prospects your services can make you rich in the long term. (8:35) - Why a failing marriage can kill your business. (11:20) - The YouTube video that will help you become more productive in your sleep. (14:00) - Why you need to train your leadership qualities, even if you have no employees. (18:10) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

If you've ever been drunk, you'd probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles that make them work as if they were drunk. In this episode, you'll hear all about how to maximize your productivity and work with a clear mind so you can claim your success fast. Show highlights include: - Here's why pressing the snooze-button can make you work as if you were drunk. (1:45) - How to supercharge your energy levels and get to work with focused productivity instead of yawning your way through the day. (7:25) - How to focus even if you're tired or fatigued. (12:50) - How salads can curse you with poor productivity. (14:05) - Financial advisors who do these three non-business things will transform their lives, help more people and make more money. (14:45) 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/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

Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no. Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer complete financial strategies for free. These things might feel like you're making progress, but you're not. In fact, you move away from your dream lifestyle by spending time working for nothing. In this episode, you'll find out how you can reverse your mindset around doing things for free and bring in money with everything you do. Show highlights include: - The four letters everyone loves that ruin financial advisors (and any other business). (2:15) - If someone says this common thing to you, they'll never pay you enough to make up for the time you gifted them for free. (6:35) - When you stop being a "freebie seeker" and start doing this, your growth will skyrocket. (11:05) - How charging more can get you more client work, not less. (15:25) 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. Recommended 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 more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it. After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers who might not even want to talk to them. Your dream of financial freedom and quitting your job can become a nightmare. It doesn't have to be that way. This episode is for you if you want to have fun while prospecting and get more clients at the same time. Show highlights include: -How to spot a fake coach and save yourself from throwing thousands of dollars down the drain. (2:50) -How often to prospect so you have to prospect less in the long term. (4:45) -If you don't know who to talk to or what to say to them, do this and you'll know in an instant. (9:20) -Why prospecting isn't sexy, but still one of the most effective forms of marketing. (16:10) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html