Financial Advisor Marketing Podcast

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about. If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead.  In this episode, you’ll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term.  Ready to become a financial advisor clients love? Listen now! Show highlights include:  The one question you should answer to get better results for less work. (4:56) Why new advisors with a small book of business have the advantage in the client-game. (7:19) How to educate your clients so they work with you perfectly. (11:13) Why 34% of clients fire their financial advisors. (15:47) 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 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

If you’re a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you.  But if you’ve tried to find a niche, you’ve probably realized: It’s not as easy to find people who have enough money to invest and aren’t already bombarded with emails, phone calls, letters and postcards by your competitors. In this episode, you’ll hear about one niche that’s mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time. Ready to remove yourself from most of the competition and earn more money faster?  Listen now and become THE financial advisor for this uncontested, lucrative market! Show highlights include:  How to snowball content as simple as a social media or blog post into a well-paying client. (10:22) The one market you should never target—unless you want people and government agencies to hate you. (12:50) Why getting new clients isn’t your best course of action if you’re not doing this one important thing. (17:05) How losing one client takes away more than whatever they would’ve paid you. (18:04) 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 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html  

Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays.  You want to do what you enjoy, spend time with friends and family and feel free. And this can be your reality—if you know how to defeat stress.  In today’s episode, Dr. Jack Singer shows you how. You’ll find out how to reduce stress from your life and enjoy the freedom you deserve for your hard work—and what to do when you’re stressed to relax quickly and enjoy your life again. Ready to break free from stress? Listen now! Show highlights include: Why financial advisors are just like professional athletes—and how you can use a sports psychologist’s blueprint to “unlock” peak performance and eliminate doubt and stress. (2:49) The little-known secret of how your thoughts can make your clients desert you or run towards you. (8:35) How “eustress” is different from harmful stress–and how to seek out one and avoid the other. (15:11) How to take better care of yourself to reduce disease and stress. (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 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Whether 2019 was your first year as a financial advisor or your tenth year, you’re probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life. But for that to become reality, you need the right attitude, goals and knowledge. In this episode, you’ll find out exactly how you’ll make 2020 the best year of your life.  Listen now to make sure you don’t look back at 2020 with regrets, but conclude that you’ve done everything you could.  Show highlights include: Why traffic is the easiest part of marketing. (7:08) The goal-setting exercise that helps you reach goals 10x bigger than whatever you’re struggling for right now. (8:20) How a stopwatch can make you a more productive financial advisor. (15:52) If you can’t explain your goals to a 6-year old, they’re useless. Here’s why. (17:11) 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 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/seo-for-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

If you’ve been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won’t cut it.  Because the best, richest and happiest financial advisors have raving fans. And in this episode, you’ll find out exactly how to create those fans.  Ready to leave behind average clients and have raving fans that refer you to their friends?  Listen now! Show highlights include:  How to create “immeasurable value” so you can get measurable results in your bank account. (6:40) The two companies to study if you want to serve your clients better. (7:33) If you can accomplish these two steps, you’ll always be outperforming your competition. (11:08) Two signs you should fire a client or hang up the phone on a prospect. (19:33) 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 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you’ve ever researched how you can market your business, you’ve probably stumbled across Facebook for marketing. Some advisors love it, others hate it. But there’s one big problem with Facebook for financial advisors. And if you ignore this problem, you won’t attract clients. You might have a lot of “likes”, but you won’t end up with a flush bank account. Listen to this episode if you’re ready to hear the truth about Facebook marketing for financial advisors—and how to really attract clients. Show highlights include: How a financial advisor ruined his business with highly effective Facebook marketing. (7:15) The one thing to make sure whenever you think about a marketing channel. (8:48) How you could buy a $10,000 client for $150. (14:06) Why even the best Facebook strategies might be useless soon. (17:12) 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 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you’ve got an interested prospect, you’re probably excited about a new potential client. You write to them, call them–but more often than not, they don’t decide.  Eventually, the prospect stops replying and actually goes nowhere. In this episode, you’ll find out how to fix that problem by getting prospects to decide.  Listen now to find out how to generate more business and spend no more time chasing prospects that aren’t interested anyway. Show highlights include: Why you shouldn’t try to insert urgency into your sales meetings–and how to use it anyway. (5:47) How compound interest applies to your business efforts. (11:00) The “secret” to making your website work for you—without changing any of the copy or images. (18:00) Why knowing less about your prospects, your market and finances keeps you from meeting qualified prospects. (20:03) 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 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Being a financial advisor isn’t easy. You face a lot of stress, rejection, struggle and disappointment. You know it’ll all be worth it in the end, but you’ll have to conquer your fears and struggles.  And if you’re mentally weak, you’ll succumb to the pressures of these negative things. If you want to be successful, you need to be mentally strong. In this episode, you’ll find out how to strengthen your mind and overcome any challenge you’re facing.  Show highlights include: The easiest step to becoming mentally tough (if you don’t do this, nothing else will work). (8:31) How stress makes you tougher and can grow your business. (12:51) How thinking negatively makes you mentally tougher and makes your outcomes more positive in the end. (15:38) How “momentum” lets you achieve more while feeling better. (19:40) Go to the 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/27-financial-advisor-marketing-ideas--strategies-that-work.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’re a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more time with your kids and provide more for them than you had growing up.  But if you’re like most parents, you know educating your kids isn’t as easy as putting them into school.  In this episode, you’ll find out which 3 things your kids should learn so you’ll smile when you think about their accomplishments once they’re grown up. Show highlights include: The controversial advice to kids that many financial advisors disagree with. (10:47) Why NOT to teach your kids to save as much money as possible. (12:20) The superpower you have as a financial advisor that no average person will ever have. (14:32) How “The Marshmallow Test” can determine whether your kid will be a success or a failure. (17:22) Go to the 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Before you started out as a financial advisor, you probably thought you’d be successful quickly, reducing your work hours and having tons of free time. But when you really start running your business, you realize it’s much more complicated than that.  Everybody struggles, but you shouldn’t struggle without solving your problems. In this episode, you’ll find out how to grow your business and finally solve the problems causing you struggle right now. Show highlights include:  Why you don’t have to be great at cold-calling to thrive as a financial advisor. (4:18) How getting a mentor can ruin your business and make you hate the work you thought would make you incredibly happy. (6:32) The two online quizzes that’ll show you exactly what you should be doing in your business. (13:00) The free mindset shift that lets you ignore your competition and turn yourself into the businessperson you know you can be. (15:07) Go to the 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html