Financial Advisor Marketing Podcast

Most financial advisors don’t charge enough for one of two reasons:  Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices.  But here’s the thing:  Charging more not only helps you attract better clients, but it also helps you serve your current clients better.  In other words, charging more is the single best way to improve every aspect of your marketing and business.  In this episode, you’ll discover why charging higher prices is the best marketing “hack” you can do. And I reveal simple mindset tweaks which help you feel okay with charging more.  Listen now before inflation eats more of your life savings.  Show highlights include: How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23)  Why high prices are often the best qualification tool in your marketing toolbox (5:01)  The weird way charging your clients too little can cause violent outbursts (7:39)  The “Overbooked Airplane” method for making your clients thank you for charging them more (10:20)  The “UVP” marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22)  How spending more money on silly material items automatically attracts higher quality clients (16:36)  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

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight.  Of course, this never actually happens. But it still feels real inside our brains. Well, that’s why I recorded this episode.  Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients.  Listen now.  Show highlights include: The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16)  Why adding more “value” to your offers doesn’t mean you can charge more (5:16)  The “Contrast Trick” which lets you charge double (or even triple) what you’re charging today (6:38)  How to charge 76.6% more for your offers by simply going to your office (9:15)  The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43)  The subtle “discount” mindset shift which helps you feel comfortable with charging higher prices (18:37)  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

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success.  For example, having an “S” marker in the Myer Briggs personality test is the most common. But it’s also the most lethal for your success as a business owner and financial advisor.  In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality.  Listen now.  Show highlights include: The absolute worst personality type to succeed as a financial advisor (and how to change it if it’s your personality) (2:48)  The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39)  How to radically transform your financial advising business by using the “MMS” secret (7:32)  The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31)  How to turn your personality type into an unfair advantage (even if your personality type isn’t as likely to become a millionaire) (16:27)    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

Here’s a cold, hard fact of life:  Most people retire almost as broke as they were when they entered the world.  Why? Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth.  But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients’, wealth.  Listen now.  Show highlights include: Why decamillionaires don’t make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34)  The “40% Secret” only the wealthiest people in the world know about and leverage (2:58)  How being the dumbest person in the room is a cheat code for wealth creation (4:47)  The insidious “Projection Bias” trap which results in most people retiring broke (even smart and successful financial advisors) (5:40)  Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41)  How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14)  How to improve every aspect of your marketing by acting like a child (15:32)  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

If you’re not making as much in your business as you’d like, I have some humbling news for you: You’re letting your ego sabotage you!  Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways.  But you know what? You don’t have to give into your ego.  In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about.  Listen now.  Show highlights include: Puff Daddy’s “Ego Secret” responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53)  Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37)  How your ego tricks you into mutilating your wealth (without even realizing it) (5:59)  The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18)  Why hiring a marketing agency slowly cripples your growth (even if they’re making you more money) (12:57)  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 yoru 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

Most financial advisors are great at their job, but they suck at marketing. I don’t say that to be cruel. But sometimes the truth hurts.  That’s the bad news.  The good news? After listening to this episode, you will never be able to say you suck at marketing again.  Why? Because I’m revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you’re about to listen to.  In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles.  The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it’s a crime I’m giving it away for free.  Listen now.  Show highlights include: The “N-word” which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43)  Why alienating and repelling people from working with you magnetizes your best clients to you (3:46)  How to verify your niche’s profitability in 30 seconds (or less) (8:40)  The “Grey’s Anatomy” secret for sending emails that make your target audience drool over the idea of working with you (15:17)  The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53)  Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26)  The “Show, Not Tell” technique which practically forces your prospects to trust you (32:02)  How to land more clients from LinkedIn by getting fewer impressions (41:55)  The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23)  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 yoru 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

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here’s the problem: If your current visitors aren’t converting now, adding more gasoline won’t fix your conversion problems.  But don’t worry. In this episode, you’ll discover 7 proven ways to get more clients from your existing web traffic. Best part? Most of these tweaks are simple (and most financial advisors don’t know about them).   Listen now.  Show highlights include: Why trying to direct more traffic to your site is like trying to build your income without good saving and investing habits (1:27)  The “Website Journey” secret for using your website as an unpaid salesman for your services (2:04)  Why overhauling your entire website can repulse your best clients away (and how testing one variable at a time magnetizes your ideal clients) (4:32)  How to land an extra 3, 5, or even 10 appointments per month by adding this inexpensive software to your site (8:37)  Why actively trying to push people off your website spellbinds your best clients and “ethically forces” them to pick you as their financial advisor (15:22)  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 yoru 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

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they’re more skeptical when it comes to investing their money. They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them. You need to work hard to build credibility throughout your marketing. Once the retirees see that you understand their pains and have their best interest at heart. It’s hard to lose. You’ll be positioning yourself as their trusted advisor for years to come… And clients will come to you in an overflow through referrals… In this episode, you’ll find time-tested ways to sell to this tricky yet gigantic market of retirees & pre-retirees… Plus, I’ll also share a breakdown of how you can use email marketing to attract more of your dream clients on autopilot… Ready to close clients with deep pockets? Listen now! Show highlights include: How to use email marketing to grow your business by another $100,000: A Step-by-Step Guide  (0:56) Figuring out what your #1 marketing objective is (hint: it’s not getting people to pull out their credit card…) (2:18) How to calculate exactly how many email subscribers you need to land a client (3:50) 10 tried-and-tested ways to get a steady flow of email subscribers (4:31) The only 2 things you need to add an extra $100k to your bottom line (4:57) How to know if your Offer or Audience sucks (5:39) Why being honest and transparent pays off with retirees more than any other market… (You’ll lose them if you treat them like your other prospects…) (6:08) Reason why you need to act like a “Rude African Safari Guide” if you want your market to trust you with their hard-earned money. (7:18) The last and the most essential “credibility” check your prospects do before they buy… (If you lose 90% of the “almost confirmed” sales, this could be why…) (10:23) Use this overlooked “In-depth content” system if you want to convert a bigger chunk of the retiree market  (12:01) Steal this “Obscure targeting” method to sell to the wealthiest investors who are willing to pay top dollar for your services… (16:12) Why sharing your knowledge with retirees is the best way to build bonds and sell more with ease (This positions you as their trusted advisor for years to come…) (18:13) 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 yoru 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

I’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads.  Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months.  In this episode, you’ll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake.  Best part?  Not only will your Facebook Ads be more effective after listening to this episode, but they’ll be much easier too.  Listen now.  Show highlights include: How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27)  Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10)  How Facebook preys on suckers who don’t know what they’re doing and steals their money in broad daylight (2:25)  The “Pepperoni Pizza” rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12)  The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36)  The simple “One Button” objective trick for turning dud ads into a fountain of steaming hot leads (8:22)  How to make your ads wildly profitable by letting Facebook create them for you (11:31)  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 yoru 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

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it.  Why? Because they’re making one of the 5 deadly social media mistakes.  Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month in and month out.  In this episode, you’ll discover what the 5 deadly social media mistakes financial advisors make are — and how to fix them.  Want to turn your social media into a client-generating machine? Listen now.  Show highlights include: How relying too heavily on social media sabotages your return-on-investment (and how the “Multiple Marketing Strategies” trick maximizes your ROI) (4:15)  Why combining social media with old-school marketing strategies like direct mail beheads your competitors (4:46)  2 powerful and forgotten marketing strategies for finding and closing high-quality clients (even if you get banned from social media) (6:30)  The “Slide in the DMs” secret for transforming your social media from a time suck into a client-generating machine (7:08)  Why posting personal updates on social media drives more prospective clients to work with you than sharing inspirational quotes and stock market commentary (9:59)  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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  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