Financial Advisor Marketing Podcast

There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients.  That’s why even the best financial advisors fight tooth and nail to find new clients.  Here’s the good news: In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again.  Listen now.  Show highlights include:  How studying fashion trends help you close more clients with ease (2:42) McDonald’s psychological secret for building a multi-billion dollar brand (and how to apply this secret to your marketing) (6:20) How to smash any objection prospective clients throw at you and earn their lifetime business (8:07) The weird way being brutally honest about the downsides of your offer makes your dream clients more likely to work with you (12:28)  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html  

If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.  Lots of “experts” want to sell you courses, seminars and books with complex client-getting strategies—but most of them don’t work. That’s because the high-level process of getting clients as a financial advisor is simple.  In this episode, you’ll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love.  Ready to get more clients without complex marketing strategies? Listen now! Show highlights include:  The weird way bodybuilding slang can help you attract dream clients in your niche (5:52) How a billion-dollar corporation teaches you how to attract more clients (9:18) Why the most successful marketers combine inbound marketing and outbound marketing to supercharge their marketing results (11:05) The stupid-simple “go where your market is” advice that gets your more clients (even if your marketing gets worse) (13:12) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals.  If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world’s most effective people: Billionaires.  If you borrow their secrets, you can maximize the value of each hour you work to get the clients and the freedom you want. In this episode, you’ll discover 5 productivity tips from billionaires to supercharge your business and get the results you deserve.  Ready to stop wasting time and start getting wealthy? Listen now!  Show highlights include:  The “Timeblocking” technique Bill Gates and Elon Musk use to maximize their productivity (2:10) How to do more money-generating activities and minimize your work hours with nothing but a stopwatch (5:08) The genetic “sleep chronotype” that determines when you’re most productive—and when you should take time off (11:31) Why Jeff Bezos takes mornings off to drink coffee and still makes billions per year (and how to “mimic” his secret in your business) (13:05)

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing. But marketing isn’t about your feelings. It’s cold, hard math. A marketing strategy either makes money—or it doesn’t.  In this episode, you’ll discover the marketing strategies most advisors waste their money on—and what marketing actually works.  If you apply the strategies in this episode, you’ll run laps around your competitors and multiple your marketing results.  Want to stop wasting money and start getting clients? Listen now!  Show highlights include:  How to make your customers remember 95% of the information in your content (and why you probably shouldn’t do it). (4:17) Why posting content on LinkedIn won’t get you a stream of clients (even if you become an influencer) (8:29) Why “casting a wide net” stifles your growth and keeps you from getting the clients you deserve (even if “gurus” tell you to) (12:46) Why spending less than $5k on marketing destroys your results (and sets up other advisors to take all your leads) (15:27) 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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.  But the truth is: Financial advisors don’t need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget.  In this episode, you’ll find out exactly how to turn your marketing into a client magnet—even if you never budget.  Want to stop worrying about your money and start getting clients? Listen now!  Show highlights include:  Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58) The “maybe you’re just better” reason you shouldn’t take marketing budget advice from the internet. (6:55) How mastering cold calls can hurt your business (even if it attracts clients) (12:21) The “Reinforcing feedback loop” that unleashes exponential growth in your business. (15:07) 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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips. In this episode, discover the niche marketing tips you'll need to target your clients today! Listen now! Show highlights include:  How finding your "Calcutta" drives you to help your clients (3:31) Why attracting red-hot leads by changing your company name (5:55) How having a community of niche financial advisors and planners garners you referrals (8:19) Why being a niche financial advisor gives you a deeper bond with your clients (10:27) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that’s you, it’s not your fault. It’s because your brain isn’t much more sophisticated than a rat’s brain.  That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits.  And you know what?  Whenever you pick up your phone, watch television, or order a drink, you do the same thing. This is why you aren’t accomplishing your goals (even though you have everything you need to make them happen).  The good news is the solution is easier than you think—but most financial advisors aren’t willing to do it. But if you follow the simple advice in this episode, it will change your life and business and bank account.  Ready to finally accomplish your wildest goals and add a 0 to your bank account? Listen now.  Show highlights include:  Why watching TV or scrolling social media instead of marketing your financial services makes you no smarter than a rat that starves itself to death (3:02)  The cold, hard truth about why you’ll never become wealthy if you pick up your phone throughout the day (even if you use it to close clients) (6:35)  The “Detox Your Brain” secret for accomplishing more this year than you have in the last 3 years—combined (7:59)  How to use the next two minutes to never let social media distract you or sabotage your goals again (8:21)  Why making yourself miserable today will force your brain to become addicted to chasing your wildest dreams (11:33)  The morbid, yet powerful “Deathbed” trick which frees you from your smartphone’s sadistic grasp that makes you procrastinate on your goals (12:14)  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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters…  …but they often get zero clients for all their hard work. It’s not because they lack effort, but because they create for the wrong niche.  Here’s the truth: You won’t attract retired millionaires by dancing on TikTok. And you won’t land millennial clients with sober stock market analysis.  But when you create the right content for your niche, you’ll land more of them as clients—even if you’re spending just a few hours per week.  In this episode, you’ll discover the best type of content for each age group you want to reach.  Want to get more clients by creating less content? Listen now!  Show highlights include:  What a financial advisor with 100k YouTube subscribers can teach you about content marketing (even if you’ll never create videos) (3:18) How to magnetize Gen Z clients by talking about boring tax topics (8:12) The weird case for creating low-brow entertainment content (even if you want to attract intellectual clients) (12:43) Why talking about debt gets you more clients than raving about profits. (17:43) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…  But without a plan, you won’t have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork. In this episode, you’ll discover how to create a business plan on a single page. That way, you’ll always know the next step for your business and realize your wildest dreams step by step. Want to remove overwhelm and get instant clarity on your business’ future? Listen now! Show highlights include:  Why a business plan lets you outcompete 83% of financial advisors (even if you only write one page) (2:14) The dead-simple secrets for creating a unique value proposition that adds get you dream clients on autopilot. (7:12)  How cold-calling keeps financial advisors stuck on the hamster wheel (even if it lands them millionaire clients) (13:45) Why being a better human attracts more clients for your business than any marketing agency you could hire. (17:45) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

It’s exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails.  You’re constantly getting rejected and have to spend irreplaceable time for every client.  What if clients reached out to you instead? That’s exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dream clients on autopilot. In this episode, you’ll find out 5 things you need to know to get the clients you want without spending all day on outreach.  Ready to transform your business with content marketing? Listen now!  Show highlights include:  How Steve Jobs can help you attract red-hot prospects (even if they don’t want a financial advisor) (3:46) Why removing most of the information from your content attracts more clients than in-depth analysis. (8:23) The odd way doing snail mail marketing helps you get more clients online (even if your direct mail never gets results) (12:27) Why removing most of the content on your website gets you more clients than publishing every day. (17:24) 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-business-plan-tips.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 https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html