Financial Advisor Marketing Podcast

When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves. But right now, a big tech behemoth is threatening to kill your marketing strategy: Google. If you’re marketing online, there’s a good chance a corporation can wipe out your lead flow whenever they push the button. Fortunately, that doesn’t mean you have to start going to networking meetings, knock on people’s doors or cold-call strangers. But you have to adapt.  In this episode, you’ll find out how to win clients online without depending on a corporation (and without rich competitors copying your strategy). Want to claim back your freedom in your online marketing? Listen now! Show highlights include: Why lead-selling agencies will probably go out of business (and how to get leads in the future with a 50-year old technology). (5:15) Little-used lead-generation channels that will survive after Google’s new policies take effect. (6:58) One question which weeds out all freelancers and agencies which won’t get you results. (9:10) Why you shouldn’t limit your marketing budget, even if you don’t have any cash to spend. (10:24) What SEO “professionals” won’t tell you about rankings (and the cheap, high-ROI channel that gets you clients without paying an agency). (11:27) 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 independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there. The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value comfort and pleasure over their business.  You shouldn’t join the clientless masses who go back to their 9-5 after a few years. You deserve to make your dream life as an advisor a reality. In this episode, you’ll find out how to set priorities so you can execute what’ll really get you to your goals.  Ready to set goals and actually reach them? Listen now! Show highlights include: What dead-broke gambling addicts can teach you about the psychology of making money. (7:23) How to eliminate all your excuses by adopting the “crack addict mindset”. (8:17) Why a broke lady financing a Cadillac sets better priorities than most financial advisors. (9:41) The counter-intuitive reason working too much lets you prioritize your family. (14:17) How putting yourself over your clients makes clients value you more. (15:40) The hidden downside of being the best financial advisor in your area. (16:35) How Vanguard Research proved that clients don’t care about your qualifications (and the dead-simple quality which actually builds trust).  (17:43) 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/Newsletterand pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle. Find out even more about financial advisor marketing 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

If you want to reach your ideal clients online, you probably won’t find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them.  But, like any social network, LinkedIn wants to make money—which means it’s cutting down your reach and making it more expensive to reach your ideal prospects. In this episode, you’ll find out if LinkedIn is still valuable for financial advisors (and how to approach your dream clients anywhere).  Want to find out where you’ll find clients now AND in the future? Listen now! Show highlights include:  How to profit off of the flood of amateur advisors harassing your dream clients on LinkedIn. (6:27) Why “free” marketing channels can kill your business. (6:43) How treating LinkedIn as a number’s game only gets you penny-pinching prospects. (7:14) Why you shouldn’t automate your LinkedIn outreach (even if it saves you hours every day). (8:42) How LinkedIn will tap your bank account to fill their pockets. (10:37) Why video content could be a horrible strategy for LinkedIn (unless you’re reposting to other media sites) (15:28) 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. Check out these resources to get even better at marketing: 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

Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment.  But if you spew your take on a Delaware paper mill stock on social media, you won’t have the Forbes 500 list knocking on your door. To win wealthy investors as clients, you need to win their trust and enter their world. In this episode, you’ll find out exactly how to close wealthy clients as a financial advisor (and never bother with low-end clients again).  Want to work with the clients your competition doesn’t even know exist? Listen now! Show highlights include: Why closing on your first meeting with a wealthy prospect is a death sentence for your cooperation. (8:22) How the internet lets you close rich clients across the country from your couch wearing pajamas. (8:35) The “Window Shopper’s Secret” to beat your competition without throwing dirt at them. (11:56) How to get millionaire clients by telling them to leave you alone. (12:46) Why wealthy investors would hire a well-known, average advisor over a basement dweller who gets sky-high returns. (13:58) The “Referral Ravage” that’ll eliminate financial advisors who can’t market themselves. (15:48) Why rich people want to invest in boring assets (and how to win them as clients without hawking index funds, mutual funds or stock picks). (18:27) How choosing a tiny niche market eliminates your wealthy prospects’ objections (even if they’re outside your niche). (19:21) 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. Want to get even better as a financial advisor? Check out 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

It’s nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face.  But if you chase acceptance, you’ll never have a roster of clients who appreciate you. You can’t please everyone at the same time. At best, you’ll have a bunch of lukewarm client relationships. At worst, you’ll only be managing your own capital. In this episode, you’ll find out why not pleasing people is better for you, for them and for your bank account. Want to stop being a pushover and build the client relationships you want? Listen now! Show highlights include: Why wanting to be accepted makes you boring, bland and poor. (3:38) How the “rockstar of copywriting” helped a marketing campaign bring in an extra 96k per month (and how you can use his method to multiply your results). (4:33) The hidden benefits of getting fewer leads than your competitors. (7:31) Why Steve Jobs loved being hated—and the counter-intuitive way haters will make you more money. (14:23) How rejecting more prospects will improve your lead flow. (15:42) 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 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. Want to find out even more about building your business as a financial advisor? Check out 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

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won’t attract the clients you want.  But you don’t have to resign and rely on harassing strangers who don’t want to hear from you. In this episode, you’ll find out about 3 marketing strategies that work for financial advisors right now. Want to get the cutting-edge marketing strategies that work today? Listen now! Show highlights include: Why other advisors’ “best practices” can kill your marketing results. (2:26) A marketing channel the leading consulting firm McKinsey & company called “40 times more effective than Twitter and Facebook combined”. (4:18) How to make more money on social media without closing a single client. (8:30) The “one-to-many” marketing strategy which multiplies your lead flow and gets you clients on autopilot. (9:41) Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58) Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49) How to get your best clients to refer their wealthy friends to you without being annoying.(13:32) 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. Want to find out even more about building your business as a financial advisor? Check out 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html

As a financial advisor, your personal performance decides if you thrive or struggle. When you’re on top of your game, your service is top-notch, your business grows and you feel fantastic.  But if you’re not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business is falling apart.  In this episode, you’ll find out about the worst productivity habits that kill financial advisors’ businesses. If you want to get more done, grow your business and feel more confident, listen now! Show highlights include: Why you should never do anything for free (not even in your free time). (9:39) How the “passive income lie” keeps you broke (and how to make massive income instead). (10:31) Why Elon makes a million in an hour working the Tesla assembly line (and how you can value your time the same way). (11:50) The weird reason skipping breakfast can make you more productive. (15:14) What heart attack survivors can teach you about getting more done without working longer. (17:03) Why a near-death experience can skyrocket your business. (17:51) The toxic habit that causes procrastination and fills your day with worthless admin work. (18:41) 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.

Many financial advisors are analytical types, not slick salesmen. They’re uncomfortable with smooth-talking sales tactics and aggressive “closing”. But if you can’t sell, you’ll never make a penny as a financial advisor. Fortunately, selling doesn’t have to mean extorting prospects until they submit and hire you. There’s a way to sell without feeling manipulative. It’s called storytelling.  If you tell the right story, you win your prospect’s attention, trust and their business without feeling like you sold them on anything. In this episode, you’ll find out how to tell better stories to win more clients. Want to stop being ghosted by prospects and win more clients than your smooth-talking competitors? Listen now! Show highlights include: How a financial advisor got to $1B under management without a website, social media or thousands of clients. (6:21) Why cavemen were better marketers than most financial advisors. (9:17) Why no one cares about your stock market analysis unless you make it emotional. (11:21) The “Screenwriter’s Secret” to being remembered, standing out and attracting clients. (11:49) How simple stories and an eBay account lead to a 6200% ROI for two amateurs—and how you can use their secrets to win more clients. (14:47) 3 obvious elements every good story needs (miss one of them and prospects will ignore you). (17:36) The “Luke Skywalker Mistake” which makes people hate your stories and lose trust in you. (19:03) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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

Let’s be real: You’re more ambitious, more skilled and more hard-working than most people.  That’s not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you’re not careful, your ambition can harm your business and keep you from achieving financial freedom.  In this episode, you’ll find out what makes financial advisors wealthy in the long-term and how to avoid the mistakes of all those who gave up and stayed poor.  Want to leave the “crash and burn” tactics for your competitors? Listen now! Show highlights include: An overlooked target market that has multiple six figures to invest. (4:31) What marketing is really about (it has nothing to do with “giving value”) (5:44) One question that gives you instant clarity on how to handle your own finances. (6:31) How a tiny investment separates dream clients from tire kickers. (12:48) Two things to work on before you buy a fancy watch, car or boat. (14:52) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You probably started your business to control your time and income. But if you’re like most advisors, you’re working nights, always think about work and feel guilty about taking days off.  You deserve better. But it won’t happen unless you automate your business. If you don’t create systems that work on autopilot, you’ll never get your free time back.  In this episode, you’ll discover the 3 most important systems for a financial services business. Want to stop neglecting your family, friends and hobbies and reclaim your free time? Listen now! Show highlights include: Why you need an “attraction system” to free yourself from the constant hustle. (7:39) How to get free leads from LinkedIn without cold-messaging anyone. (10:33) The one marketing channel that solves all your follow-up problems on autopilot. (13:44) Why most of your website visitors will never become clients (and how to fix it). (13:58) How to make sure your clients stick with you and love your work. (15:26) 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.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html