Financial Advisor Marketing Podcast

If you've been a financial advisor for more than 10 minutes, you've probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office. Maybe you even have some of them. And it's something that makes you feel accomplished. You get to call yourself a new title with every new certification and you also gain some valuable skills. But the cold hard truth is: How long you've been advising, how many clients you have had and even which school you went to—it doesn't matter. In this episode, you'll hear why they don't matter and what does actually matter to attract more clients with less work. Show highlights include: -How long you've been in the business doesn't matter. Ask yourself this question to see how competent you really are. (3:55) -Why financial advisors with year-long experience, certifications and degrees still struggle to get clients. (5:25) -How modesty and humility are not virtues, but can kill your business. (8:20) -Don't just "do" or "market" your thing. Do this and your success will skyrocket. (12:55) 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

Would you trust a dentist with crooked teeth? You wouldn't. Similarly, clients don't trust poor financial advisors. And while clients don't get insight into their advisor's personal finances, they can tell if an advisor is poor. Clients know because poor financial advisors give off tells. And these tells make clients run the other way. Unfortunately, even successful advisors (or those on the road to success) sometimes display these signs. Luckily, you can fix most of them in just a few minutes. You'll hear how to fix these issues in this episode. Show highlights include: -If you include this one thing in your email signature, you look poor to any client you interact with. (4:55) -Why NOT to publish your phone number, even if you want more calls. (8:40) -How to create more demand for your service without being glued to your phone. (9:50) -The one question to ask to immediately know if a financial advisor is poor. (12:55) -The one thing 80% of $1M+ have in common. (14:20) 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. Recommended Resources: 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 https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Whether you're in debt or have enough money to never work again, you've got the same amount of time in a day as everyone else. Time is the great equalizer—and not even Bill Gates can buy himself a 25th hour in the day. But even though we all have the same amount of time, some people are wildly successful while others are miserable failures. In the business world, most successful people have mastered one thing to make millions in the same time it takes average people to make hundreds. What makes the difference between those financial advisors who get rich and those who are out of business in 5 months? You'll hear it in this episode. Show highlights include: -The school system has indoctrinated you to avoid failure. Here's why you should expect, accept and embrace failure instead. (4:45) -When 90% of financial advisors fail (if you make it past that point in time, your chance of surviving and thriving skyrockets). (5:55) -How to make your entire business easier, from lead gen to serving your clients. (9:30) -Are you planning when to improve your business? Then you will most likely fail. Here's why. (13:00) -Why most people who buy books, courses or seminars get zero results from them. (19:30) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books and pursue their hobbies—while you're working your butt off without seeing the same results? You're not uniquely flawed or victim to bad circumstances. Successful advisors just know how to scale. And if you also want to make more money by working less, this episode is a must-listen, because you'll learn all about how you can scale up your business instead of slaving away without results. Show highlights include: -The marketing technique a $50k per day squad of attorneys used to get their client out of trouble. (1:55) -Why "The Wolf Of Wall Street" raked in millions while partying with his friends. (4:30 -The single best way to scale your business right now. (5:00) -The fastest "quick win" strategy to multiply your income (7-figure businesses have been built this alone). (8:40) -How to make your prospects 58% more likely to agree to a meeting. (11:30) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

Who doesn't hate hypocrites? People who trumpet one thing and then go out to put the exact opposite into action. Unfortunately, most financial advisors are hypocrites. This doesn't mean that you're a liar or that you need to change everything you say and do—but it gives you a chance to make your business even better and earn even more trust from your clients. In this episode, you'll learn why most financial advisors are hypocrites—and how to do the opposite so you earn trust and sign new clients instead of being thought of as a sleazy salesman. Show highlights include: -The principal reason why financial advisors are hypocrites. (4:45) -If you "can't afford" something, that's not the real reason you're not buying it (the same is true for selling your prospects). (5:50) -Need an effective marketing strategy? Here's the 3 channels to sustainably attracting crowds of clients. (10:15) -You tell your clients about investment strategies all the time—why not take your own medicine and invest in marketing? Here's how to do that. (12:10) -Why investing in yourself yields more than anything else. (16:00) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Referrals. They're almost magical, turning one client into three without doing anything yourself. Whether you've gotten referrals before or are anxious about asking for them, there's a lot of mistakes financial advisors make when it comes to referrals. And when you ask for referrals the wrong way, you'll end up not only getting less referrals but also tanking your own goodwill with your current clients. In this episode, you'll hear the most common mistake financial advisors make when asking for referrals—and what to do instead to create a steady stream of clients for your business. Show highlights include: -The single most profitable thing you can do to skyrocket your closing and referral rate. (3:10) -Why never to "ask" for referrals. (5:25) -Why referrals DON'T come from satisfied clients—and how you can get them anyway. (6:00) -Understand that your clients don't care that much about you… and get a windfall of referrals. (11:30) -Are you happy with your amount of referrals? Don't be. Here's why. (16:20) 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. Recommended Resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial- https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You go after specific people when you look for clients. You're looking for people who have more money than time. You need people who need financial advice. But they can be hard to find—after all, most rich people spend their time doing productive things instead of clicking on social media ads or reading junk mail. But there's one platform on which you'll uncover a treasure trove of potential clients. The platform will even list people in your specific niche—and it's free, too. In this episode, you'll hear what this platform is, how to best leverage it and avoid the biggest mistakes financial advisors make on there. Show highlights include: -How to crack $1M as an average financial advisor (imagine what's possible if you're above average!). (3:15) -People hate to get interrupted at work—here's how to get your prospects to think about you in their free time. (5:30) -If you don't want a job, but clients—never do this. (9:35) -The single worst sales strategy online. Do this and a sleazy reputation will precede you. (10:45) 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/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

To get more clients as a financial advisor, you need to improve your marketing. And you can find tons of marketing strategies everywhere from the internet to your local library. Many advisors implement these strategies and get no or minimal results. They blame themselves and think they're not good enough. In reality, the opposite is true. Most financial advisors are truly good people—but many "experts" base their advice on what they want to be true, not on practice. In this episode, you'll hear the most prevalent lies "gurus" tell financial advisors about marketing. Show highlights include: - If you're a beginner, hearing this lie exposed might shatter your worldview… but the truth will give you the power to leapfrog ahead of entrenched competition. (3:10) - How to choose a profitable niche. (4:35) - Hungry for more clients? Why to talk to LESS leads, not more. (8:50) - Content ideas you can put out on social media now to attract more leads in your target market. (11:15) - When to get rid of your clients (Yes, even those who pay you). (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. 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 tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you'd never get done consuming advice. And frankly, much of the "advice" out there are shoehorned tips trumpeted by people who haven't been in the trenches as an advisor. If you prefer to sign clients and actually grow your bottom line instead of mindlessly consuming, you'll love this episode. Today, you'll hear the most important rules for signing and serving clients—all of which are actionable so you can start executing right after listening. Show highlights include: - Make this your new normal and end the "feast of famine" cycle (done right, this can take as little as 5 minutes a day). (3:10) - How to balance prospecting and marketing to never run out of clients and make life easier in the long term. (4:40) - Why being a "referral-only business" is nothing to be proud of. (6:15) - No matter how reliable your marketing results are—they might set you up for long-term failure. Here's why. (11:25) -Heed this dead-simple age-old advice to win and serve more clients (Plus: A free software which keeps you doing this). (14:05) Go to the http://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

You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want get more clients without all the stress. You're about to get the real scoop on everything from lead generation to closing the deal.