Financial Advisor Marketing Podcast

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

Most financial advisors know they shouldn't do everything themselves. You've probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right? But most financial advisors never outsource anything. It's not because they like doing everything themselves. Most are afraid of someone screwing up and wrecking their business. What if a VA treats a client badly? What if your social media manager posts something offensive that makes your clients leave? It might seem scary, but you can outsource parts of your business to free up your time and make more money. In this episode, you'll find out exactly how to get more freedom with outsourcing (without worrying about someone else ruining your business). Want more free time and less stress? Listen now! Show highlights include: How to make your business more efficient by reading every email yourself (even if it seems like a big, fat waste of time). (5:10) Why most financial advisors waste more time after outsourcing tasks (and get no extra clients) (12:44) The weird way outsourcing grocery shopping, cooking and cleaning can skyrocket your profit margins (19:56) Why dropping $10 on lunch per day is a better investment than putting it in an index fund (22:54) 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/video-marketing-for-financial-advisors.html

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That's why they think it's hard to attract clients online, so they make it hard. But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them. In this episode, you'll discover 20 principles of marketing and how to apply them directly to get more clients whenever you want. Listen now! Show highlights include: Why email is the best marketing channel to convert your leads into appointments (and the worst to generate leads) (5:06) The counter-intuitive reason posting content isn't enough (94% of successful financial advisors send direct messages). (11:49) Why calling yourself a fiduciary can scare prospects away and send them to your competitors (15:14) The weird reason why great investment returns are less persuasive than your clients' gut feelings. (16:43) How knowing math can skyrocket your marketing results and flood you with high-paying clients (24:35) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

What's holding you back from achieving your business goals? You might think it's a lack of experience, tough competition or not enough time. But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever. But if you can clear up your thinking and leverage it for your success, you'll reach your goals without even trying. In this episode, you'll find out how to de-bias your thinking to make your wildest dreams come true. Want to create success on autopilot by removing your biases? Listen now! Show highlights include: The simple strategy that could add 3 clients every month (even if all of your marketing underperforms) (1:03) How "Overconfidence bias" makes you expect unrealistic results (and kills your happiness when you don't achieve them) (4:03) Why doubling, tripling or quadrupling your income is possible by next year (unless "anchoring bias" is holding you back) (8:58) The insidious way the "Ostrich Effect" keeps you from seeing your business in a realistic way (13:51) 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/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html