Financial Advisor Marketing Podcast

If you’re a good financial advisor, you want to do the best possible work for yourself and your clients.  In theory, that’s great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism.  This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts. But you don’t have to let perfectionism hold you back. In fact, you can conquer it and dominate your niche. In this episode, you’ll find out how to defeat your perfectionism, start marketing to your niche and supercharge your marketing results.  Want to stop editing and start publishing? Listen now!  Show highlights include:  How trying to be perfect makes you procrastinate on your goals (and how to ship things faster to run laps around your competitors) (4:20) The “80/20 squared” rule that shows you exactly which marketing message gets results and which gets ignored (6:08) The weird thoughts that show you that perfectionism is holding you back from achieving your goals (13:30) Why perfectionists get defensive when you point out their flaws (and how to correct this if it’s your problem) (18:14) 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/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your skills don’t matter if you don’t get anything done.  You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses.  But if you’re checking off your to-dos every single day, you become hyper-effective and skyrocket your income.  In this episode, you’ll discover a productivity experiment that could get you more high-paying clients and give you more free time to spend with your family.  Want to find out how to grow your income without growing your effort? Listen now! Show highlights include:  The weird way eating a banana could wreck your productivity and sabotage your business (3:08) Why gobbling down certain supplements does nothing to improve your health (unless you eat them with fat) (5:42) The 1-minute fix on your TV remote could improve your sleep and  supercharge your productivity the next day (8:32) How starting a podcast can be a waste of time (or attract a horde of clients) (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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referral leads  are better than random people from networking meetings. They hire you without objecting to everything you say. They’re usually wealthy, You don’t have to work to acquire them and they already trust you. Unfortunately, most advisors struggle to get referrals—because they ask for them. Begging your existing clients for referrals sucks. It makes your clients uncomfortable and makes many advisors feel like sleazy salespeople.  But getting referrals can be easy. If you do it right, you’ll get new referral leads ringing you up out of nowhere.  In this episode, you’ll find out exactly how to engineer a stream of referral leads without ever asking clients for referrals.  Want to get referrals without working for them? Listen now!  Show highlights include:  How to “replicate” your best clients and skyrocket your revenue without cold-calling strangers. (8:57) Why now is the most important time in human history for wealthy clients to hire financial advisors (14:07) The odd reason taking all SEO measures off of your pages magnetizes affluent clients (even if you’re ranked on the first page of Google). (16:37) Why your best clients are hiding their real questions from you (and how to find out those questions to close them on additional services. (35:26)   Want to connect with Brian Ouellette on LinkedIn? Go here: https://www.linkedin.com/in/sbrianouellette Want to see what AskMyAdvisor can do for you? Visit the website here: https://askmyadvisor.co/

You’ve probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Competitors are closing clients you could’ve signed left and right. And if you’re not setting yourself apart from your competitors, you’ll lose. But if you become a category of your own, you’ll have all the clients you need.  In this episode, you’ll find out how to do just that and magnetize more clients than you can handle.  Want to stop competing and start winning? Listen now! Show highlights include:  How robo-advisors might skyrocket your business and send you red-hot leads (even if you’re afraid they’ll eat your business) (1:58) The “indirect competitors” that steal your prospects while you’re not looking (7:35) What air conditioning in retail shops can teach you about becoming the best advisor in your niche (and attracting the most clients) (11:15) Disney’s “On Stage” strategy that makes their customers’ experience magical—and how to use it to create a client experience that keeps them around for years. (13:42) 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them.  But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that’s you, don’t worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere.  In this episode, you’ll discover what that factor is and how to leverage it to attract more clients than you can handle.  Want to attract the clients you deserve for all your hard work? Listen now! Show highlights include:  The 5 most common reasons prospects don’t buy (and how to refute them to close the deal) (1:16) The “No Frame of Reference” problem that keeps your le(even if they trust you and are desperately looking for an advisor) (2:16) Why better content, social media posts or headlines are useless without a planned-out marketing strategy (6:18) How writing the best educational content in your niche doesn’t get clients (and how to fix it by putting a simple link into your articles) (13:52) 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/top-10-best-books-for-financial-advisors.html

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.  But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.  That’s because all humans are irrational and biased. Once you accept that, you’ll be much better at helping clients get what they want—and keeping clients around for years.  In this episode, financial advisor, speaker and author Carl Richards stops by to show you how to serve your clients better by being realistic about human nature.  Want to serve your clients better and keep them for longer? Listen now! Show highlights include:  Why selling financial certainty hurts clients and makes them leave you (even if you don’t know you’re selling certainty) (16:30) The “Guide” mindset that helps you make the best possible plan for your clients (that even works when you’re wrong) (19:11) How to replace 200-page financial plans with a ball pen and a legal pad (and make your clients stick around longer) (24:27) Why your main job as a financial advisor is to help your clients say no (31:03) The “1-2-3” plan to find a niche that attracts high-paying clients in droves (34:20) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city.  You might feel like that lifestyle is out of reach. But the truth is: These people aren’t that much smarter than you. In fact, millionaires aren’t that different from you. They just do different things.  In this episode, you’ll find out what millionaire financial advisors do differently—and how to implement their lessons so that you can grow your wealth.  Want to discover the habits of millionaire financial advisors? Listen now!  Show highlights include:  The weird reason teachers are more likely to become millionaires than most other careers (and how to implement that knowledge to grow your own wealth). (5:15) What flipping antique coins on ebay can teach you about attracting more wealth than you know what to do with (10:12) How stupidly following a step-by-step book builds more wealth than spending years to create your own system for success. (12:31) Why creativity in business is the easiest way to stay poor and and mediocre until retirement (14:47) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you’ll never get a single client from all of it.  There are different types of website visitors. And they’re all looking for different things. If you can give every visitor exactly what they’re looking for, your website becomes a client magnet.  In this episode, you’ll find out about different types of web traffic (and how to convert each type of visitor into a prospect).  Want to get more clients with your website? Listen now!  Show highlights include:  Why a 1920s toothpaste marketer can help you generate more profits than any “marketing guru” today. (2:21) How your home page can send red-hot prospects straight to your competitors (or win them over as clients) (8:45) The insidious way “giving value” gets you fewer clients than a shameless sales pitch (15:16) Looking for an SEO agency? Here’s the biggest “red flag” that shows you which agencies never to hire (17:18) Why posting 3x as much on LinkedIn is the easiest way to get clients with social media. (19:56) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.htmlhttps://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects.  But many advisors send email after email and only get unsubscribes. That’s because they’re making crucial mistakes that alienate prospects.  In this episode, you’ll discover what these mistakes are and how to fix them so that your email marketing magnetizes new clients.  Want to supercharge your email marketing? Listen now! Show highlights include:  How to build a client attraction machine by only writing 5 emails. (3:02) The 80/20 of email marketing that gets you results without writing every day (5:25) The stupid easy way to get appointments with email marketing (6:08) Why getting compliments from readers is a death sentence for your conversions. (9:25) How telling people not to subscribe gets you more appointments and clients (10:42) Why a terrible landing page makes all your email marketing useless (14:10) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money.  That’s why your conversion rate is so important if you want to get more clients online. In this episode, you’ll find out exactly how to raise your conversion rate and get more clients from your ads.  Want to finally get clients from your marketing campaigns? Listen now! Show highlights include:  Why your design, CTAs and SEO will never matter unless you get your headline right (6:06) How writing 25 headlines for a single landing page supercharges your marketing (9:18) The easiest way to make people act on your landing page. (11:30) Why ease of use can make your landing page more effective than beautiful design or persuasive copy (16:35) 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html