Financial Advisor Marketing Podcast

Every once in a while, a "gold rush" the financial advisor world erupts into a "gold rush": One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore. A few years ago it was Facebook, now it's LinkedIn. And while the Facebook well has dried up for most financial advisors, you can still get clients on LinkedIn—if you're willing to change your strategy. You can't throw posts out into the ether or harass strangers with cold outreach anymore. In this episode, you'll find out how to get clients on LinkedIn in 2021 (and beyond) while your competitors abandon the platform and resort to cold-calling. Want to get clients on LinkedIn instead of leaving the platform? Listen now! Show highlights include: Why the popular "Spray and Pray" marketing gurus advise makes 10 people hate you for every lukewarm response. (2:57) How perfecting LinkedIn marketing can destroy your business in the long run. (7:29) Why financial advisors with great content and a giant audience might go broke in a few years time. (8:33) Why shameless promotion and content lose on LinkedIn now (and how to land clients without pitching them). (11:01) How likes and comments can ruin your business—and why posts almost no one sees can be your most profitable content. (11:48) 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-coaching.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

When you watch pretentious "gurus" on social media, you'll often hear them talk about how being nice and making everyone happy leads to abundance and wealth. While that's a fun idea, it's simply not true. As a financial advisor, you'll face ruthless competitors trying to poach your clients, prospects who con you into doing free work and "gurus" peddling useless hacks. If you want to shield yourself from those people and build a business no one can take from you, this episode is for you. This week, you'll find out about a book that's banned in many U.S. prisons (and how it can help you become "untouchable". Want to stop being pushed Show highlights include: How your best financial advice makes clients resent you and hire your competitors. (5:52) Why financial advisors will never be obsolete (and how to beat robo-advisors and software tools at their own game). (11:08) How to choose your own reputation and be seen as a valuable authority (while everyone sees your competitors as a nuisance). (12:47) The "Mile in My Shoes" method to identifying where clients and prospects end the relationship with you. (14:07) Why the most qualified financial advisors get ignored by the market (and how complete beginners can build a brand stronger than 10-year industry veterans). (14:53) Pablo Picasso's client attraction secret that keeps you from becoming the same as everyone else (and is much more fun than doing the same thing all the time). (16:42) 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. 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

When it comes to entertainment, the A-listers don't need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for. It's the same for financial advisors: If prospects already know what you do, who you help and what results you get, you won't face much resistance. In this episode, you'll find out how to stop introducing yourself and become the trusted advisor wealthy clients want. Show highlights include: How "Marketing Incest" makes every advisor sound the same (and how to stand out in a sea of copycats). (3:06) How to spot a "fake guru" from their website address. (5:42) The hidden signal your introduction sends that scares prospects away from you. (9:04) Why cheesy 1950s sales tactics don't work today (and a simple strategy that works today). (10:17) How sounding insecure and flawed gets you more appointments than "professional" sales scripts. (13:23) 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/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/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

Rejection hurts. It's one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect works with a competitor instead. But rejection doesn't have to ruin your day. In fact, you can eliminate so many rejections you'll rarely (if ever) watch a prospect manage his own money or go to a different advisor. In this episode, you'll find out how to set up a system that lets you eliminate rejection and makes selling fun again. Ready to stop feeling bogged down and get excited to talk to prospects? Listen now! Show highlights include: Why feel-good advice about rejection doesn't work (and the "set-it-and-forget-it" way to only talk to prospects who already trust you). (4:50) How to make rejection less painful by firing your "inner salesperson". (8:51) The lazy advisor's way to set appointments with pre-qualified prospects (without getting angry phone calls or hate mail). (11:06) Why email unsubscribes help you get better clients on autopilot. (13:14) 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-coaching.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

When you don't have happy clients, your business doesn't make money. You have to treat your clients well and get them results. But many advisors take this too far: They email, text and call their clients so much that they don't have the time to focus on their business anymore. In this episode, you'll find out how to make your clients happier by talking to them less often (and how to get more clients by freeing up the time to work on your business). Want to grow your business and make your clients happy? Listen now! Show highlights include: Why a pretty website makes prospects see you as average (and chases them away). (2:31) How to make more money by rejecting 90% of people who want to talk to you. (8:30) The "focus" criterium that lets you instantly decide which calls to answer (and which to ignore) (11:41) How to set "office hours" which answer all your clients' questions without taking up your whole day. (15:08) 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. Find out even more about financial advisor marketing here: 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

LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people. In short: LinkedIn wants your money. It might sound like the golden age of LinkedIn is over. But you don't have to go back to cold-calling and harassing strangers at networking meetings. You can still find, meet and close your ideal clients on LinkedIn. In this episode, you'll find out exactly how. Want to get clients on LinkedIn while your competitors flee? Listen now! Show highlights include: Why financial advisors who hustle day and night get fewer clients than lazy advisors working 2 hours a day. (1:55) Why a bigger network doesn't get you bigger checks. (6:33) Hidden dangers of LinkedIn automation (it might save time, but it can cost you your business) (10:06) How going all-in on LinkedIn can kill your marketing results. (12:49) Why a funny profile is better than a professional one. (13:31) 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 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 even more financial advisor marketing resources here: 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

If you're a regular listener of this show, you know it's usually about high-level strategies. The "do this, then that" tactics are usually reserved for paying customers. But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream. Want to find out what's working now and see if your question got answered? Listen now! Show highlights include: The step-by-step social media marketing system that gets clients to reach out to you. (3:58) Hidden dangers of templated content that make you look like any other advisor. (23:23) How to find content for your specific niche that already works for others. (26:08) What to say when a prospect wants to wait until the market gets better. (33:53) The Australian sales whiz who can help you put sales on "easy mode". (40:40) How to engineer referrals from people who've never met you or talked to you. (41:45) The "Feature Act" method to grow your audience and reach more ideal clients online. (45:00) How to create content that shatters prospects' objections before they ever talk to you. (46:37) 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. Want to become even better at marketing? Check out these resources too: 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

If you want to be better, wealthier and more successful than any of your competitors, you can't market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. Those tactics can build a mediocre business. But they won't attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you. Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now! Show highlights include: The "Layer Cake Method" that makes your ideal clients chase you. (6:55) Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48) How dumbing down your marketing attracts smarter, wealthier clients. (12:11) Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37) How your website supercharges your marketing (even if no one ever visits it). (23:18) 3 "Mad Libs"-like exercises that show you exactly what to say to clients. (28:15) 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. Want to become an even better marketer? Check out these resources too: 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

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