
Financial Advisor Marketing Podcast
Financial advisors, does this sound familiar?
You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic.
If so, take a deep breath and relax because that is NOT what this show is about. Lol.
Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast.
This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients.
If you listen to this podcast, I think you’ll find three things to be true:
First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity.
Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses.
And third, I don’t take myself too seriously. I joke around, laugh, and have fun.
If any of this appeals to you, I encourage you to listen.
~James Pollard
Latest episodes

Jul 24, 2023 • 22min
Dumb Marketing Advice That Sounds Good But Fails Financial Advisors
There’s no shortage of marketing “experts” who are confident they know what they’re talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I’m tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you’ve swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the “more traffic equals more clients” marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a “scale fail,” but you don’t have to abandon it completely. Here’s how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can’t “build it and they will come.” And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Jul 17, 2023 • 22min
Can Financial Advisors Have Multiple Niches?
My Inner Circle members often ask me whether or not financial advisors can have multiple niches. The answer? Not only can you have multiple niches, but it’s easier (and more profitable) than you probably think. And you know what? Since someone booked a $2,500, 30-minute consultation with me this week about this topic, I’ll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you’ll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less). Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37) The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16) Why ugly as sin landing pages actually convert higher than pretty ones (5:51) The “Pepperoni Pizza” rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37) The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11) Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08) How to personalize your emails in a way that makes your competitors completely irrelevant (13:47) The “multi-niche” formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39) Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Jul 10, 2023 • 20min
How Financial Advisors Can Build Wealth Through Marketing Assets
Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working. Well, not only is this possible, but it’s the only proven route to growing both your business and your freedom. Of course, you can’t literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it. Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on “easy mode.” In this episode, you’ll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it’s easier than you probably think. Listen now. Show highlights include: How to ethically build a team of “marketing interns” you never have to pay, micromanage, or even replace (1:06) The 5 “Treasure Trove” marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36) How to build relationships at scale with a personal touch and add an extra zero to your business’s bottom line (2:05) The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15) The “Marketing Rental Property” secret that spits cash into your pockets without you even lifting a finger (6:54) How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10) The “GAR” content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19) Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

6 snips
Jul 3, 2023 • 21min
Productivity Q&A: How Financial Advisors Can Get More Done
Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively. There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance. That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’ll also discover how to minimize the impact distractions have on your productivity. Want to grow your business by becoming more productive? Listen now. Show highlights include: The “Capture Everything” secret for staying productive even when life happens and your workload constantly changes (3:31) How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02) The “CPE” method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41) Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55) How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55) How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30) Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55) How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24) Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm

Jun 26, 2023 • 24min
My Advice For Weak Financial Advisors
Most people, including most financial advisors, are weak. They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country. That’s the bad news. The good news? Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong. The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help. In this episode, you’ll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America. Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46) The “Vital Few” mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25) Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24) Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54) How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32) Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Jun 19, 2023 • 48min
YouTube, Podcasting, Rebranding & More (With Brandon Neely)
Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing. Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business). In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it. Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35) How the “Infinite Banking” concept gives you more access to cash (even if most financial advisors write it off) (3:50) Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34) The “Rhythms” secret for growing your business (without sacrificing time with your family) (11:28) The one overlooked “skill” many financial advisors lack that means more to your clients than a wall full of certifications (12:44) The simple “STILL Method” for mastering marketing, finances, and even physical fitness (17:01) How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29) 3 key steps to consider when rebranding your business so you don’t make time-devouring mistakes (41:30) Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Jun 12, 2023 • 20min
3 Common (But Terrible) Niches For Financial Advisors
70% of financial advisors who clear over 7-figures per year have something in common: They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk. So, why don’t more financial advisors niche down? Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a “niche” that only includes 10 people. But don’t worry. Niching is easier than you think, especially after you listen to this episode. In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year. Listen now. Show highlights include: How to “flip” a prospective client’s objection that money isn’t important to earn a client for life (2:55) Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13) How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn’t work) (5:14) Want to triple or quadruple your annual income this year? Here’s the simple, yet effective way to do this (5:39) The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27) Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43) The “Layering” technique for picking a niche where almost no competition exists (and where you can play the marketing game on “easy mode”) (10:52) The “Obvious” approach to picking a niche that’s profitable, fun, and unlocks a surge of eager clients (15:02) Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Jun 5, 2023 • 19min
How To Create A Marketing Plan That Aligns With Your Unique Goals
Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son. But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it’s probably because they aren’t making enough money–or because they haven’t created a marketing plan that aligns with their unique personality, business and lifestyle goals. In this episode, you’ll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too. Listen now. Show highlights include: The insidious “Altar of Convenience” trap financial advisors fall into which makes their family split at the seams (0:43) How to build a business that doesn’t rely on sacrificing time with your children (without worrying about going bankrupt) (1:18) The “Nike Approach” to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38) The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39) Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11) How to spellbind your ideal clients and “ethically force” them to become your client by simply thinking strategically (14:47) Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28) The 3 questions you must answer so your business doesn’t morph into a time-devouring, family-ruining monster (17:26) If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

May 29, 2023 • 23min
Unconventional Email Marketing Advice That Can Get You More Clients
Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week. But this is the worst way to set up your email strategy. Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services. But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients. In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send. Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32) The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20) How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49) The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00) How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08) Why making your clients pay more for your services actually “forces’: them to get better results (15:49) If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

May 22, 2023 • 41min
Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)
Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest Anna Kareis. But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she’s also a skilled marketer with valuable (and actionable) lessons. In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective. Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don’t (5:53) How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55) The “end of relationship” trick for landing more female clients (9:55) How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52) Why hope is the most powerful tool you wield as a financial advisor (22:31) Why relying on lead generation services is a surefire way to go belly up (24:05) How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17) If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html