Financial Advisor Marketing Podcast

Financial advisors, marketers and other businesses have used email marketing to attract clients for decades. But when social media came around, self-proclaimed experts started announcing the death of email marketing. So should you start dancing on TikTok instead? Or is email marketing still an effective marketing strategy? In this episode, you'll discover why email marketing is still the most effective way to attract clients online in 2021. Show highlights include: Why open, click and conversion rates are rising for financial advisors (even if they're plummeting working for corporations) (6:52) How to turn one winning subject line into a client-generation machine. (8:57) The simple automation that sends potential clients hyperpersonalized messages (without you lifting a finger) (14:20) Why working all day makes you less productive (and how to get results without putting your nose to the grindstone) (15:33) 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-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/cold-calling-financial-advisors.html

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients. But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years. The difference between success and failure isn't in the marketing tactics, the networking or the company. It's in their mental state. When you build your business with a focused mind and a positive attitude, you're unstoppable. But even a lifetime of experience won't help if you secretly hate what you do. In this episode, you'll discover how to put your mindset on "success autopilot". Ready to get unstuck and remove the mental barriers to your success? Listen now! Show highlights include: Why empathy is an underrated skill that makes your clients stick with you forever (even when the market plummets). (2:57) The "Triple Focus" method that connects your sense of purpose to your business and unleashes incredible growth. (4:21) How to turn your natural strengths into a client attraction machine that works for you day and night. (7:38) Why embracing productivity is the no. 1 thing to boost your business (better than any education, seminar or coaching) (12:51) 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/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-software-for-financial-services.html

Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you're competent and want to get started right away. But most prospective clients aren't like that. They have questions, objections and resistance. To win skeptical prospects as clients, you need to build more trust and improve your positioning. In other words: You need to do better marketing. In this episode, you'll find out how to adapt your marketing to answer your prospect's objections and win their trust so you can win them as clients. Want to close more of the clients you talk to? Listen now! Show highlights include: Why commenting on news stories is the easiest way to get your niche to pay attention to you. (2:02) The weird reason why it's better to get 3 comments on your LinkedIn post than thousands of views. (3:16) How to create a sense of urgency and never hear "I'll get back to you" from prospects again. (6:09) How the U.S. ammo shortage can skyrocket your sales success (7:33) Why putting your phone number on your website gets you more clients than posting on social media for months. (12:12) The "Moral Obligation Mindset" that makes you close more clients than the best sales script ever could. (14:42) 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/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

Most financial advisors fail with the same marketing strategies. They hound prospects on LinkedIn, collect business cards at networking events and analyze the stock market in their newsletter. That's why most financial advisors look like empty suits to prospective clients. They have no idea who to trust. But there's a strategy that keeps clients from comparing you to any other advisor. In this episode, you'll discover how to use that strategy to close more clients without drowning yourself in prospecting work. Want to stand out and get more clients? Listen now! Show highlights include: How to use a personal touch to automate client attraction without seeming robotic or lying to prospects. (7:38) Why admitting that your marketing is automated makes prospects love your emails and turns them into clients quickly. (11:12) How a "noreply" email address gets you into the spam filter and repels clients. (11:37) Why automating social media can ruin your relationships with prospects and make your niche ignore you. (14:42) The counterintuitive way a "hands-off CRM" makes prospects resent you. (17:22) 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

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals. But you don't have to use those outdated methods that chase prospects away. In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn again. In this episode, you'll find out how to correct those mistakes and make your inbound marketing magnetize clients. Ready to get more clients with less work? Listen now! Show highlights include: The 2 components of a marketing strategy that gets clients right away (without sacrificing your long-term success) (10:34) Why most advisors leave money on the table by having a great LinkedIn profile. (14:46) The most important KPI for your inbound marketing (and the free software tool that helps you maximize it) (18:43) How to identify prospects that are ready to set an appointment and close them (even if they've never talked to you before) (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/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-software-for-financial-services.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets. But if you do whatever your client tells you to do, you'll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things. In this episode, you'll find out exactly what clients really want—and how to use that insight to get and keep more clients. Tired of clients leaving? Listen now! Show highlights include: Why clients hate advisors who coach or mentor them (and the "boring" positioning that gets clients to line up to work with you). (8:48) How to keep your clients forever by making them money (even if they're still getting robbed in taxes). (12:41) The Vanguard study that you can quote to turn skeptical prospects into loyal clients (even if they don't trust you yet). (16:00) The "storytelling secret" that makes clients trust you before you ever talk with them. (17:31) 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/financial-advisor-business-plan-tips.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

You can find "proven" marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time. But that doesn't mean they'll get you any clients. In fact, if you blindly copy an outdated strategy, you're almost guaranteed to fail. Marketing evolves. That's why you have to do what works today—not what made people rich in the '80s. In this episode, you'll discover 9 inbound marketing strategies that magnetize clients right now. Want the latest marketing strategies that work? Listen now! Show highlights include: How to combine outbound and inbound marketing to multiply your marketing results (without sketchy cold-calling tactics). (4:42) Why "wasting money" on social media ads is more profitable than cold-calling prospects for free. (8:55) Why posting great content on social media leaves money on the table (even if it gets you clients) (16:35) The "Idea Bank" strategy that gives you an endless stream of content to create. (20:48) The most effective appointment-getting strategy that automates your lead gen without you lifting a finger. (24:12) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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