Learn the keys to financial advisor marketing with James Pollard, founder of The Advisor Coach and host of the Financial Advisor Marketing Podcast. In this episode, James shares how he built a business focused on helping financial advisors succeed, offering insights into practical strategies that work.

James dives into the continued power of traditional marketing methods, like direct mail, and how they can complement modern approaches to grow your business. He explains how building credibility through strategic efforts can help advisors stand out, attract more clients, and establish trust in their niche.

We also cover email marketing tailored for financial advisors, including tips for crafting warm emails, lead magnets, and automated sequences that engage without overwhelming. Whether you're just starting or refining your marketing strategy, James offers actionable advice you can implement right away.

Social:

https://www.linkedin.com/in/theadvisorcoach/

X: @theadvisorcoach

Website: https://www.theadvisorcoach.com/

Music in this episode was obtained from Bensound.

#110 - Marketing Like a Pro: James Pollard’s Playbook for Financial Advisors