Financial Advisor Marketing Podcast

If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom. But knowledge alone keeps you stuck where you are. To experience life-changing success, you need action. And when your brain isn’t used to taking action, you never implement what you learned.  In this episode, you’ll find out how to train your brain to turn learning into action to transform your life and business.  Want to finally take action on what you learn? Listen now!  Show highlights include:  How taking a standardized test can remove brain fog and make your thinking crystal clear. (3:21) The “N-BACK Test” that could help you think faster (even if you think it’s bogus) (6:01) The “satisficing” mindset that eradicates perfectionism and maximizes your productivity. (14:14) How “Reversion to the Mean” lets you skyrocket your business (even if you hate stats and math) (16:02) 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7?  Most people would think about their online presence, sales skills or certifications.  But none of those things are as powerful as your own thinking. If you want to enjoy freedom, wealth and independence, you need to level up your thinking.  When your thinking changes, your act differently. And when your behavior changes, your life does. In this episode, you’ll find out how to level up your thinking to get more clients and grow your business.  Want to find out how to turn your thoughts into a client magnet? Listen now!  Show highlights include:  How to get a week’s worth of work done in two days by sitting at your desk on Sunday evening. (5:20) Why most people are horrible at thinking without noticing it (and how to reverse that effect in yourself to attract abundant wealth) (6:16) The “hidden” ways you sabotage your own thinking (and how to do the opposite to attract wealth, happiness and freedom)   (13:15) How making the perfect decision prevents you from making progress and reaching your goals (15:57) 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/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

Blogging, social media and networking are great ways to get clients. But they take time to get results: You’re always creating, but you might wait for months before anyone calls you up (if it ever happens). But there’s a strategy that gets results now: Paid ads.  If you run ads the right way, you can get appointments with red-hot prospects fast.  In this episode, you’ll find out how to run paid ads that magnetize clients and skyrocket your business.  Want to use paid ads to fast-track your marketing results? Listen now! Show highlights include:  Why creativity can kill your marketing results and scare clients away (even if it makes your prospects laugh) (5:35) Why not having a niche makes turns your online ads into a money burning machine (7:41) The odd reason hiring a marketing agency can destroy your marketing results (even if you’re getting appointments) (11:33) The “5 Second Rule” for YouTube ads that can turns money-burning ads into client magnets (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-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of it’s useless if you’re sabotaging your own success. A large part of becoming successful is about what you stop doing, not what you start doing.  When you quit the things that hold you back, you can unleash incredible success into your life—even if you don’t do anything the “gurus” say you need to do.  In this episode, you’ll find out 5 things you need to quit to get more clients without adding a ton of activities to your calendar.  Ready to cut out what’s holding you back? Listen now! Show highlights include: The odd reason quitting coffee can get you more clients (2:09) How being bad at three marketing channels gets you more clients than being great at one (8:23) The exact moment you should stop following up with a prospect (even when you’re convinced they’re not interested) (11:31) Why being the smartest of your friends can sabotage your wealth building and repel clients. (16:31) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-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

Making a million dollars per year sounds awesome: You’d have the money to drive your dream car, live wherever you want and spend time with your family.  But the “millionaire lifestyle” sounds unattainable for most financial advisors. The truth is: Almost anyone can get to this level of income.  You just have to know how to get there. In this episode, you’ll find out exactly how to raise your personal income from an advisor who hit $1M per year.  Want the lessons from an advisor who’s “living the dream”? Listen now!  Show highlights include:  Why being creative in your marketing could keep you stuck in the paycheck-to-paycheck cycle (4:13) How to turn your boring brochure-like website brochure into a 24/7-365 client attraction machine (5:08) The marketing asset that sets appointments on autopilot (even if you never look at it) (8:44) The century-old marketing technique that still magnetizes clients (your competitors probably think this is outdated) (11:44) 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. 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Many prospects don’t want to pay for a financial advisor even if their portfolio would grow faster with your help. You’ll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies.  When you use analogies, you teach your leads, prospects and clients something without telling them directly.  That way, you’ll sell them on hiring you without ever feel like you’re selling something.  In this episode, you’ll find out about 7 analogies you can use with your clients so they understand, hire and pay you!  Want to close more and better clients with analogies? Listen now!  Show highlights include:  Overused analogies you might be using that scare clients away (avoid them and you’ll do better) (1:23) The “guide” analogy that ethically forces clients to stick around for the long term (even if their portfolio tanks)  (6:08) Why your clients invest like they’re in a traffic jam (and how to use that metaphor to close more clients) (8:50) Warren Buffett’s hamburger analogy that lets your clients profit from market dips (14:14) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested.  But if you can deal with “I’m not interested”, you can discover what’s holding your prospect back and might even land more clients. Want to discover how to deal with objections and close more clients? Listen now! Show highlights include:  Why convincing uninterested prospects makes them run from you and ensures they’ll never become clients. (7:15) How a 1960s copywriter can teach you to convert leads into clients (even if they’re “not interested”) (8:29) The “Numbers on the Board” mindset that makes prospecting easy (while you’re getting rejected left and right) Why declining meetings and rejecting red-hot prospects is the best way to get more high-value clients. (16:12) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients. It’s easy to envy the wealthy advisors, but it’s better to become one of them.  If you cleanse your mindset from the toxic limiting beliefs that block your path to wealth, you can get all the clients you want while others wonder how you do it. In this episode, you’ll find out about 7 limiting beliefs that hold people back from maximizing their income—and how to banish them to unleash abundance into your life.  Want to stop chasing prospects and magnetize clients? Listen now!  Show highlights include:  Why you should have a burning desire to get rich (even if all you want is time with your family) (6:56) The odd reason buying a big house is an excuse to stay poor (even if you can “afford it”) (11:10) The tough question that reveals whether you’ll be wealthy or stuck in mediocrity. (15:05) Why chasing money and being selfish lets you make the greatest impact on the people around you. (21:30) 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/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again.  The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happiness. If your inner voice is a critic, you’ll struggle. If your inner voice is your biggest fan, you’ll win. In this episode, you’ll find out how to make peace with your inner critic and become your own biggest fan.  Want to improve your self-talk, improve your mindset and put winning on autopilot? Listen now!  Show highlights include:  What paddling on the Ohio River can teach you about getting more done and achieving your goals. (2:55) Don’t believe you can give advice to deca-millionaires? Here’s why that might be a lie. (5:48) Why you can’t kick your inner critic out of your head (and how to believe in yourself anyway) (8:00) The odd reason crying yourself to sleep over making $87k per year can make you more fulfilled. (13:22) The odd reason paying $1000 for a sweater can get you more clients (16:44) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor.  But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor.  That’s why copywriting is awesome: If you can write persuasive copy, you’re selling 24/7, attracting clients and getting appointments with them.  In this episode, you’ll find out how to write copy that sells—and 3 scientifically proven ways to supercharge your copy and attract a horde of clients.  Want to sell by writing instead of being stuck in calls? Listen now! Show highlights include:  How writing copy lets you scale your client attraction without scaling your effort (3:31) The “Curiosity Gap” strategy that makes readers click, read and convert (6:42) Why changing a single number in your headlines gets you more readers. (9:39) The weird reason length is more important for cold email success than the words you say(15:39) 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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html