Financial Advisor Marketing Podcast

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

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