Financial Advisor Marketing Podcast

Starting out as a financial advisor is simple: If you join a big firm, you don’t have to build relationships with brokerages or create your own brochures and other marketing materials.  But that comfort comes at a cost: Big firms can restrict how and where you market. They can limit who you work with and what your clients can invest in.  But you don’t have to live with these limitations. Registered Investment Advisors (RIAs) have almost complete freedom in their business.  This week’s guest Brad Wales helps financial advisors transition to RIAs so they can have complete freedom in their own business without worrying about company guidelines.  Want to find out how to reclaim your freedom in your business? Listen now! Show highlights include:  How “going RIA” gives you more flexibility and more revenue. (5:38) Why the “knuckleheads” in your firm restrict your marketing and lower your revenue (even if they have no authority and zero clients). (6:17) How the RIA model lets you take home 60-70% of the revenue you generate (if you’re willing to take on extra responsibility). (12:02) 2 words of advice that let you never worry about company restrictions again.(14:00) Why you’re indirectly paying expensive compliance firms (even if they’ve never sent you a bill). (18:04) How you’re subsidizing the worst advisors at your firm (unless you’re already independent). (20:35) Why you shouldn’t become an RIA if you’ve got “golden handcuffs” (even if you hate restrictions). (23:15) 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

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves.  But if you market yourself well, you don’t have to hustle that hard. You can talk to pre-qualified prospects without fancy sales scripts, high-tech ad setups or harassing strangers. One financial advisor even set 14 appointments by writing a simple email.  In this episode, you’ll find out how he did it (and what you can learn from his strategies so you can do the same). Want to land more clients with simpler marketing? Listen now! Show highlights include:  Why email marketing is the most effective appointment-setting strategy (and how to use it to strengthen your other marketing strategies). (0:55) Why posting on Facebook and Twitter is a waste of time (even if it got you clients before). (2:47) The “autoresponder” method that sets client appointments while you’re asleep. (9:08) Why a massive email list, expensive software and beautiful design won’t get you appointments if you’re using the wrong words. (14:32) How a 3 page PDF can make the difference between an ice-cold lead and a red-hot prospect. (17:37) 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/4-linkedin-tips-for-financial-advisors.html

If you get paid a percentage of your assets under management, it makes sense to work with “big fish”. Landing one wealthy client puts more money in your pocket than ten poor ones. But getting wealthy clients isn’t easy. First, every advisor tries to get affluent clients. Second, there’s no millionaire’s association you can call for a list of their members. Third, wealthy people are busy.  But that doesn’t mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you’ll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one).  Want to get the millionaire clients you deserve? Listen now! Show highlights include:  How introverted financial advisors can get more clients than smooth-talking “naturals” (without pretending to like cold-calling, networking meetings or. (10:12) An exact breakdown of the first step affluent investors take to find a financial advisor (and how to position yourself so you’re the first advisor they see). (11:29) How to find the “new rich” online when older investors won’t meet with you. (13:56) Why relying on referrals could kill your business just a few years from now (even if you’re thriving now).(16:45) 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/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. Links mentioned on the show:  http://theadvisorcoach.com/ads 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html

Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances.  But it’s not easy to get others to trust you enough to send their friends to you. Harassing people to get referrals might lose more clients than it wins. But hoping for referrals to show up in your email inbox doesn’t work. The good news is: You can get more referrals without begging people for them.. In this episode, you’ll find out the best way to get referrals and turn them into clients. Want to stop relying on luck and get referrals on demand? Listen now! Show highlights include:  The 3 types of trust you need to build with your prospects (ignore this and your prospects might ghost you). (2:06) Why scripts, tactics and templates don’t get more clients, even if they work for other people. (3:57) Scientific proof that begging for referrals doesn’t generate leads (and the counter-intuitive way to get referrals without harassing anyone). (5:25) How to get referrals by turning yourself into a status symbol your clients can’t live without. (8:55) Why having an email list makes it easier for clients to refer you to their friends (even if none of your clients find you through email). (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 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/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/4-linkedin-tips-for-financial-advisors.html

If you want to improve your marketing, attract more leads and close more clients, there’s tons of “experts” willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs.  If you’re not a marketing expert, it’s probably hard to decide who you can trust. They all have the same smiling testimonials, years of experience and happy customers. In this episode, you’ll find out how to spot the ripoffs and find true experts who’ll take your business to the next level. Want to learn from the best so you can get more leads, prospects and clients? Listen now! Show highlights include:  Why 58% of the most successful financial advisors use email marketing to attract leads. (6:27) The disappointing data that makes SEO for financial advisors nearly useless. (8:14) Why buying leads can kill your business (even if you’re closing clients through it). (9:38) How funnel building software cuts off your lead supply (unless you quit after it starts working). (14:50) The “5 Second Rule” that repels 48% of potential leads on your website. (17:08) Why certifications are a ripoff that only gets you kudos from other advisors (without actually getting you more clients). (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 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

Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client.  But right now, it’s almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you can sign a ton of clients without ever shaking their hands - and even travel the world while doing so! This week’s guest Derek Notman has run his business fully remote for years. In this episode, he’ll show you how you can get and serve clients online (even if you’ve gotten all your clients in person).  Want to be location-independent and land new clients without shaking their hands? Listen now! Show highlights include: How being more selfish helps you serve yourself and your clients better. (3:18) The 3 systems you need to build a fully virtual business as a financial advisor. (6:00) Why free marketing strategies get financial advisors better results than “investing” thousands in paid ads. (7:40) How the digital revolution will transform the financial advice business. (14:20) How the “everything will stay the same” makes financial advisors go extinct. (19:34) Why you need an “office” even if you could run your business from your couch. (25:20) 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 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It’s a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better.  But a high SSI isn’t all there is to getting clients on LinkedIn. Because LinkedIn doesn’t know how many leads you generate and how many clients you sign. Still, a high SSI means you’re doing something right.  In this episode, you’ll find out how to increase your SSI on LinkedIn to get more leads and clients online.  Want more clients from social media? Listen now! Show highlights include:  Why social selling could replace cold-calling (and how to scale social selling to get more leads without extra work). (3:43) How your LinkedIn profile is scaring qualified leads away or attracting them (even if you haven’t logged into your profile for years) (5:35) The “4 pillars of social selling” that turn you from a random financial advisor to a strong personal brand. (7:32) 3 simple ways to find more leads and increase your SSI. (11:35) Why simple follow-up raises your SSI (and gets you more clients at the same time). (15:21) 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/4-linkedin-tips-for-financial-advisors.html

Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers.  For many advisors, good SEO is the key to escaping this trap. When you rank high on Google, people see you before any of your competitors.  This week’s guest Taylor Schulte has built a successful business in record time, managing almost $100MM. In this episode, he shares how effective SEO strategies catapulted him to where he is today - and how you can use the same strategies to become well-known, popular and wealthy.  Want to get clients without chasing them? Listen now! Show highlights include:  Why SEO can get you a ton of leads without putting in a lot of work. (10:55) Why putting too many buttons on your website makes people click off your website (even if you’ve got the world’s best SEO). (11:35) How to make sure only qualified prospects in your target market contact you through your website. (18:21) How to tell Google what keywords to rank your website for. (21:34) The step-by-step method to dominate a niche online (even if no one in your market knows you). (30:09) 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/content-marketing-tips-financial-advisors.html 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 Links mentioned on the show: https://www.theadvisorcoach.com/seo-for-financial-advisors.html

When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to write.  If you’re not a good writer (or just hate doing it), you might give up on those strategies. But you don’t have to abandon online marketing. In fact, you can get attention, attract leads and book appointments with simple videos that make the phone ring. In this episode, video marketing expert Jill Addison stops by to show you how to do video marketing that gets you clients (even if you hate being on camera).  Want to make online marketing work without becoming a writer? Listen now! Show highlights include:  How making videos keeps prospects from forgetting you (while making your competitors invisible ). (3:41) Why good clients prefer quick one-take videos over highly produced, hour-long trainings.  (4:57) How to magnetize clients using video marketing without ever putting your face in front of the camera. (6:55) How to create video content everyone in your niche will see (and how to keep other advisors from copying it). (9:11) How to supercharge your click & open rates on your email marketing with the “one minute subject line”. (17:37) The easiest way to multiply your video views without changing anything about the video. (18:57) 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 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. Links mentioned on the show:  http://bit.do/videojeff  https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html

There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing.  Most of those financial advisors eventually fail. Their leads dry up when they’ve used up everything in their bag of tricks.  The financial advisors who build a successful business (and stay successful for decades) have all mastered principles which apply anywhere, in any context.  In this episode, you’ll find out about the time principles that have led financial advisors, Roman emperors and business leaders worldwide to lasting success. Want to build a successful business for the long-term? Listen now! Show highlights include:  Why “time travelers” never see lasting marketing success (and how to master the art of timing in marketing & sales). (5:18) The evil truth about “free” offers, consultations and seminars (and how to buy the motivation to implement what you learn from experts). (7:23) Why most wealthy financial advisors don’t buy anything on sale. (9:15) How being consistent can ruin your success and turn you into a has-been financial advisor. (13:07) 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 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/seo-for-financial-advisors.html