Financial Advisor Marketing Podcast

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle. millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth.  But you don’t have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors.  Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he’ll show you how to find an underserved market, get clients and dominate your niche.  Sick of talking to prospects who’ve heard it all before? Listen now! Show highlights include:  The hidden downsides of having a thousand clients (and why ‘only’ having 100 clients creates a business you’ll actually love) (3:42) How “perverse incentives” sabotage your ability to get well-paying clients (even if you’re already serving millionaires) (7:51) How to get clients with your writing (even if you know nothing about marketing and write like a sixth-grader) (14:31) The “repurposing” method that lets you magnetize clients with 10-second videos. (26:41) Why changing colors on your website can get you more clients than hundreds of cold calls. (34:23) 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 the 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you want to get fit, you’ve got to exercise every single day. If you want to get smarter, you’ve got to learn something every day. And if you want more clients, you’ve got to work on your marketing every day.  If you’re not working on closing new clients every day, someone else will. They’ll gobble up your leads and dominate your niche. But you don’t have to let that happen. In fact, you can be the advisor dominating your niche without spending all day prospecting.  In this episode, you’ll discover exactly what to do every day so you get more clients and get a leg up on your competition. Want to improve your business every single day? Listen now!  Show highlights include:  How to acquire new clients in one bathroom break a day (with nothing but your phone). (5:37) The number one reason clients leave their financial advisors (and how to keep your clients forever with a simple greeting card) (9:09) How seemingly random changes in your business can attract more clients (even if you only do it once a week). (11:52) The step-by-step marketing method that shows you exactly what content works gangbusters in your niche. (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 the 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client.  Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile.  The difference between wealthy advisors and client-less amateurs isn’t in the tools they use. It’s in their mindset - the way they think about marketing.  In this episode, you’ll discover 5 traits of advisors who know how to market effectively - and how to implement them in your practice to set you free Want to improve your marketing, get more clients and work less? Listen now! Show highlights include:  Why stealing marketing ideas from rock bands, charities and celebrities magnetizes more clients than copying financial advisors. (4:05)  How “probability hacking” lets you attract dozens of clients to your business (even if your marketing is horrible) (5:38) Why simple independent thinking gets you more clients than wasting $20,000 on a course, mastermind or seminar. (10:05) How to automate your marketing without sounding like a robot. (10:43) 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 the 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Building a business that sets you free and makes you wealthy takes time. And if you’re focused on short-term tactics, you’ll always be chasing “shiny objects” that don’t attract well-paying clients.  But if you pretend that “good things come to those who wait”—you’ll never build the business of your dreams. Because you don’t get clients unless you actively prospect and go get them. In this episode, you’ll discover how to get 3 new clients within the next month. Need more clients quickly? Listen now! Show highlights include:  How much to spend (and on what) to get 20+ clients this year. (3:21) The 4 places wealthy financial advisors spend their money to acquire wealthy clients who love to pay them.(6:03) Why “ask early, ask often” is a horrible referral strategy (and the simple strategy that makes your existing clients refer you their wealthiest friends) (11:31) The simple 60-second strategy that skyrockets your response rate on LinkedIn.  (21:46) 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 the 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/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Even though financial advisors help others manage their money, many of them have “money blocks”. They’re afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money.  That’s bad news if you want to get wealthy. When you’re afraid of anything related to money, you’ll always shy away from it. This fear holds you back more than any lack of certifications ever will. But you don’t have to be afraid of money. In this episode, you’ll discover how transforming your money mindset magnetizes clients who want to pay you more than you’re charging now.  Ready to get comfortable with money? Listen now! Show highlights include:  Why investing in the stock market wipes out your chance at getting wealthy (unless you’re already rich). (3:09) 2 things that let you charge rates way above the market  (and get happy customers lining up to pay). (5:31) How credit card fees can be a more profitable investment than the funds you recommend to your clients. (7:30) How to convert cheapskate prospects who want to use a robo-advisor into die-hard clients.  (12:43) The “leaky roof” analogy that turns skeptical leads into red-hot prospects. (13:35) 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 the 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-

Have you met someone who can’t enjoy today’s weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset. And a negative mindset affects the way you think about decisions, keeping you from getting the success you deserve. High performers in every field take Mindset seriously. They make decisions differently than the average employee or business owner. Yet most people are satisfied with an average Mindset. So they get an average result. But you didn’t start your business to become average. In this episode, James discusses 5 Mindset Shifts that give rocket fuel to Financial Advisors looking to take their business to new heights. Listen now to change the way you think about money — and start making more today. Why having an “Investor Mindset” will reduce your worry around buying the products and services you need to scale your business (5:14)  How to afford a new car without taking a hit from monthly payments (6:14) Why most buyers “have it backwards” when they purchase a high-ticket item — and what you should consider instead (7:49) The “Unlimited MB” idea that most financial advisors don’t understand (once you understand how to scale this, your client flow will never end) (9:27) The simple update to your existing marketing that lowers your cost-per-lead (you can test this today) (10:44) How to quickly increase your value to clients by recognizing the “Scarce Resource” in your relationships (11:39) Why the Owner Mindset is important at every level — even if you’re an employee making the same as the guy pretending to work next to you (14:55) Having an “EM” limits your income and puts a ceiling on your success — here’s how to blow the roof off of your income potential (15:08) How the idea of “Saving Your Money” puts you at a disadvantage when trying to grow your bank account (18:25) 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 the 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you’re working long hours, can’t separate work from your home life, and feel like you’re stuck on a treadmill… burnout might be creeping in. In this episode, you’ll find out how to recognise the three types of burnout, discover how to reduce your workload, and create more space in your personal life. Don’t be happy as a “workaholic” -- why the real definition should scare you (1:41) Why 1:05 a.m. might be the best time to move your business forward (3:05) 3 signs you are losing your “home life” boundaries and how the convenience of “WFH” accelerates burnout (3:50) Why “loving what you do” can put you on the fast track to burnout (5:12) Do you suffer from “Stock Market Exhaustion?” How taking time off tricks your brain into increasing your long-term stress (5:32) Weekend “vacations” not an effective stress relief? Try this “TIE” shift in your daily schedule (6:25) How strictly limiting your workday can explode your profitability (9:25) The three types of burnout most financial advisors have and how to fix them (9:54) How to reach big goals that should motivate you but instead paralyze you (13:36) How to delegate differently and pour a bucket of water on your burnout (16:00) 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 the https://TheAdvisorCoach.com/Newsletter 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/15-financial-advisor-prospecting-ideas–techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Show Notes You’ve probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong:  They create fancy stock market reports nobody reads and post about certifications that don’t get clients.  The truth is: Effective content marketing doesn’t have to be complicated (or take a lot of time). In this episode, you’ll discover how to create better content in less time (and get more clients with it).  Are you looking to generate new business with content marketing? Listen now! Bullets How writing long content beyond anyone's attention span generates more leads than bite-sized posts (5:36) The "Mere Exposure Effect" that makes prospects want to pay you (without slimy sales tactics)( (6:33) Why saying no to red-hot leads generates more income than accepting every client that comes your way (10:25) How choosing a niche makes content creation a breeze (even if you hate writing and being on camera) (12:29) How "Just Published 4 Minutes Ago" attracts more clients than stale “evergreen” content. (16:12) How a content calendar prevents you from being overwhelmed by content creation (19:40) Discover how to become an even better marketer with these resources:  https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle.

Most financial advisors dream of an amazing life when they start their business. They think they’ll make more money than ever, spend a ton of time with their family and go on exotic vacations.  But reality is usually different. You’re working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacation, your business would collapse because your clients can’t reach you. And that time with your kids? You might even secretly feel guilty about not growing your business at that time. This happens everywhere. It’s called workaholism. And if it got results, it would simply be the price of success. But workaholism usually hurts your business instead of growing it.  This week’s guest Travis Parry is the author of “Finding Balance” - a book on ending workaholism so you can live your best life.  In this episode, you’ll discover how you can stop being a workaholic and get more results in less time. Want to get more clients without working harder? Listen now! Show highlights include:  Why taking a vacation grows your business faster than hustling 24/7 (11:31) How reading in your bed can kill your productivity (15:40) The “Productivity Myth” that lets you accomplish more in 50 hours per week than “hustlers” do in 80 (21:39) How workaholism can cause a “gray divorce” that erodes your relationship with your spouse (33:48) 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 the https://TheAdvisorCoach.com/Newsletter 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/elevator-speech-financial-advisors.html

There’s only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they’ll never become a client.  Luckily, you don’t have to become a professional marketer to have a convincing website that attracts clients. In this episode, you’ll discover how the top 100 independent financial advisors get clients with their websites.  Want to apply their lessons to create a website that attracts red-hot leads and gets you more clients? Listen now! Show highlights include:  The 2-second gut check that gets potential clients to trust you before they read a word on your website. (4:19) Why putting a phone icon on your website can reduce your lead flow by 48% (and what “icon” to use instead). (5:35) How a quick 3-minute phone camera video can improve your website’s conversion rate by up to 80%. (7:05) The two most likely places prospects look for financial advisors (and how to make sure you show up in both). (10:14) Why more than half of investors have rejected financial advisors because of their Facebook profiles. (17:42) One strategy 70% of millionaire financial advisors all have in common (you can implement this by tomorrow) (18:50) The highly profitable marketing strategy only 20% of financial advisors are using. (20:53) 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 the https://TheAdvisorCoach.com/Newsletter 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html Links mentioned on the show:  https://www.theadvisorcoach.com/financial-advisor-websites.html