Financial Advisor Marketing Podcast

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

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.  But they can also devour your time with nothing to show for it if you don’t know what you’re doing.  So how do you create blogs that help grow your business rather than blogs that eat up your free time?  There are a few simple rules you can follow to make your blogs your unpaid sales interns.  In this episode, you’ll discover 8 tips for creating amazing blog posts that make people drool over the idea of hiring you.  Listen now.  Show highlights include: How to attract more of your ideal clients by posting fewer blog posts (1:59)  The weird way picturing a real prospect when writing articles puts your persuasiveness on steroids (5:48)  Why writing blog posts for more website traffic almost guarantees it won’t result in new leads or clients (7:13)  How to pick the most captivating images for your blogs and skyrocket your time on page and conversion rates (14:18)  The little-known, but wildly effective “Seed Your Authority” secret for turning cold website traffic into paying clients (15:48)  Why introducing yourself at the beginning of your articles “primes” visitors to fork over their hard-earned cash to you (16:34)  The biggest and easiest to avoid mistake financial advisors make when writing blogs which devours your time without generating new clients (19:58)  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

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth.  But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it’s not even possible to make $500k per year.  If that sounds like you, I have good news:  In this episode, you’ll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone.  Listen now.  Show highlights include: The “10% Body Fat” secret for becoming a millionaire in the next 10 years (or sooner) (3:43)  The only 2 things you need to clear $500k in revenue per year (4:57)  How a guy in Japan gets paid to do absolutely nothing (and how to use this “skill” in your financial planning business) (5:42)  Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25)  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

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all.  Here’s why that’s good news:  After listening to this episode, you’ll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them.  Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too. Listen now.  Show highlights include: How to get your clients to implement more of your financial plan by acting like a beautician (4:02)  Why giving your clients more financial options terrifies them and sends them to your competitors (5:35)  The simple “Next Step” secret for ethically forcing your clients to implement your financial plan (10:17)  3 bulletproof ways to design your financial plan for maximum implementation (12:38)  How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57)  The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25)  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

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment.  Think you could add an extra $20k, $50k, or even $100k to your income? Me too.  Well, I have good news:  I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mistakes I saw, so you can avoid them.  Want to reach your income goals with ease? Listen now.  Show highlights include: 2 dirt-simple questions your website must answer if you want to book more appointments with high-quality leads (3:57)  Why using vague phrases like “achieve financial freedom” on your website sends your ideal clients to your competitors (4:22)  How to book more appointments and land more clients from your website by acting like a plumber (5:56) The “Pepperoni Pizza” rule for magnetizing high-quality leads to your appointment page (7:46)  How to improve your visitor-to-appointment ratio by gutting half of your website’s content (10:41)  The 3 most popular website pages which determine if someone hires you or your competitor (14:44)  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

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half. But hiring the wrong virtual assistant, or hiring before you’re ready, can increase your workload, expenses, and stress.  In this episode, you’ll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it.  Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now.  Show highlights include: The “ADE Method” for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44)  How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35)  Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25)  How to land top-tier virtual assistants (even if you can’t pay them as much as they want) (8:59)  The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43)  Why hiring an “A-Z” financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57)  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. 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

Your productivity as a financial advisor directly impacts how much money lines your pockets each month.  While that sounds like good news, here’s why it’s not:  Many financial advisors I’ve coached were allergic to organization. It’s nothing but a boring waste of time to them. But that’s only because they don’t understand this obvious truth:  The more organized you are, the more productive you become, and the more money you can make as a financial advisor!  Sure, organizing your desk isn’t as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind.  In this episode, you’ll discover 8 easy ways to become more organized (even if you’re a naturally unorganized person).  Ready to “nuke” your competitors by becoming more organized? Listen now.  Show highlights include: How to increase your income simply by organizing your pantry (0:52) The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27) Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35) The obvious, yet overlooked trick for landing more clients from your online ads (8:51) The “8 Forms of Waste” system used to streamline factories that helps you shower in cash as a financial advisor (10:37) How to deliver better results for your clients by giving them less value (14:58) The sneaky way to boost your teammates’ productivity by simply being their friend (17:53) Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15)  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. 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

Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts.  What’s this personality trait?  Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears. In this episode, you’ll discover how your analytical mind sabotages your marketing. And how a simple mindset shift can make every marketing campaign more profitable (and fun).  Listen now.  Show highlights include: The cold, hard truth about why 90% of financial advisors suck at marketing (and how to fix it) (2:20)  Why starting a podcast will devour your time and money without resulting in new clients (and a simple tweak for using your podcast to magnetize your ideal clients) (2:59)  How to improve every marketing campaign you run by studying water (3:19)  The counterintuitive reason your analytical mind makes marketing almost impossible (even if it helps you serve your clients) (4:07)  Why a mediocre LinkedIn page converts at a higher rate than an amazing profile (4:45)  How worrying about your marketing metrics sabotages your results (10:49)  Why the economics of being a financial advisor gives you an unfair marketing advantage (13:04)  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. 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 your marketing materials aren’t as effective as you’d like, I have good news:  A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services.  In this episode, you’ll discover 7 neuromarketing tips that make your marketing wickedly effective and how to apply them.  Want more people begging to become your client? Listen now.  Show highlights include: The “Serial Position Effect” discovered by neuroscientists for making every marketing campaign more profitable (1:33)  How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services (1:52)  The special “Layers” trick for instantly making your financial services more demanded and valuable (3:47)  Why acting like a doctor boosts your clients’ success (and lines your pockets) (5:39)  The missing “P ingredient” in your marketing that makes all your benefits and features fall on deaf ears (6:30)  How to activate your prospects’ “Greed Glands” so they beg you to become your client (8:39)  Why adding a picture of yourself at Disney World to your website effortlessly magnetizes your ideal clients (15:13)  The “Textural Adjective” tactic for transforming your worst-performing marketing materials into your new control (17:55)  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. 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 your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile. But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees. Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it.  That’s why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they’re much more likely to buy from you—even if they vowed to never work with a financial advisor.  In this episode, you’ll find out how to build more credibility as a financial advisor and get the clients you deserve.  Ready to get more credibility and close more clients? Listen now! Show highlights include: Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19) How to make any of your marketing claims more believable by adding a simple “reason why”. (6:45) How to supercharge your credibility with a “boring” about us page. (10:10) Why people assume you’re boring—and how to make clients trust you by being exciting to work with. (13:55) 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. 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