Financial Advisor Marketing Podcast

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to.  But way too often, we’re not productive enough to execute. We waste time on social media and spend hours on activities that don’t move the needle.  To escape that cycle and get done what you need to get done to become successful, you need “commitment devices”.  In this episode, you’ll find out how to use commitment devices to make decisions that can make you more productive for years to come.  Listen now if you’re ready to create the perfect business reality you want to see in your life.  Show highlights include:  How to “automate” your productivity and give yourself no choice but to get things done. (6:40) The “cold turkey” method of getting rid of all social media distractions with a single click. (8:40) How to outwork your competition without doing late night shifts or getting up any earlier in the morning (this free browser extension can add a whole work week to your productivity). (10:30) Why you should stop trying to spend less time on social media, YouTube, etc. (12:30) 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-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself. But then they hit you with objections, doubts and skepticism. Suddenly, the conversation becomes awkward. And you often lose the client.  Luckily, you can bypass these situations and convert even the most skeptical prospects into clients—and it’s not by being rude or just dominating the conversation.  In this episode, you’ll learn all about how to close skeptical prospects and grow your business to become an advisor your clients trust and love.  Show highlights include:  How to make sure your prospect knows exactly what you can do for them and how much they’ll get out of working with you. (8:25) The “Dollars at a Discount” strategy that removes skepticisms around fees and costs. (9:10) 5 ways to meet more prospects in your market and break down their skepticism at the same time. (11:15) When to let skeptical prospects walk and NOT turn them into clients to avoid time-sucking clients who hate you. (12:20) 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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

If you go on the internet and look for marketing tactics to get more clients, you’ll get tons of tips, tricks and hacks that promise to skyrocket your business and deliver you an endless flow of clients.  But when you put them into practice, they usually don’t make you rich, but give you very little or no results. Why? Without the right “foundation”, all marketing tactics are nearly useless, no matter how many billionaires credit their success with it.  In this episode, you’ll find out how to build this “foundation” and make tactics effective for your business and actually get more clients using the information you learn online. Listen now and do the things that work instead of spinning your wheels repeating the same failures.  Show highlights include:  Why religiously following a tactic in marketing, financial advice or anywhere else will kill your business in the long term AND not give your clients the results you want them to see. (4:15) How to predict a financial advisor’s failure years in advance (focusing on this one thing fails every single time). (5:50) The one question that determines whether you should do something or leave it others. (11:50) What to do before you ever choose your tactics to supercharge whatever tactics you’ll use and multiply their effectiveness. (12:50) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You can’t get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.  What if you could minimize your work and set appointments on autopilot? In this episode, you’ll find out how to set appointments with potential clients on autopilot. Instead of spending hours chasing prospects, you’ll see new opportunities pop up in your calendar with minimal work. Listen now to get your appointments on autopilot instead of wasting hours every day you could’ve spent with your family, friends or hobbies.  Show highlights include:  The single most important step for getting appointments on autopilot (do this once and it will generate clients for years to come). (6:15) This marketing method is pronounced “dead” regularly—but savvy financial advisors still rake it in using this channel, outperforming those who neglect it for “cooler” solutions. (7:45) You’ll never get a single appointment without working for it if you don’ copy-and-paste this into your marketing. (12:15) The 3 steps to getting appointments without spending tons of time setting them. (15:30) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Whether you’re crushing your market or currently trying to attract clients right now, you run a business.  In any industry, there are losers and winners. The difference? Winners do different things than losers. That’s why they get different outcomes.  In this episode, you’ll hear what activities successful financial advisors (and businesspeople of all kinds) do every day.  Execute what you hear today and you can become one of the advisors everyone predicts will be a winner in the end—NOT the failed advisor who eventually ends up back in a day job. Show highlights include: Know a lot about finances, markets and investments? It doesn’t matter how good of a financial advisor you are until you nail this one thing. (5:05) Why financial advisors who focus on becoming the best advisor possible get average results. (7:00) Marketing is NOT everything! Here’s the second skill you need for explosive success as a financial advisor. (9:30) How to market your business if you don’t like “the marketing stuff”. (12:40) 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/7-tips-for-avoiding-burnout-as-a-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is the home of your business online. Even prospects you’ve met in-person will often find your website to seek out additional info about you.  But not every website is successful. In fact, most websites don’t attract clients at all. Many even repel prospects and “unsell” you.  Luckily, there are 5 things you can do to make your website work for you. In this episode, you’ll find out what they are, how to put them into practice and why they work.  Listen now and turn your website into a client magnet.  Show highlights include:  Why your website does NOT have to look good–and how ugly websites can outperform pretty ones from the world’s best designers. (3:15) How much of your contact information to put on your website to generate the maximum amount of clients. (5:45) The most important words to put on your website (nobody can copy this since they’re specific to you). (11:40) Why most “about me” pages say nothing about their owner–especially when it lists your education, certifications, etc. (17:15) Go to 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/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/5-online-reputation-management-tips-for-financial-advisors.html

If you’ve been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills.  And that’s where most financial advisors fail: The mental side of being in business.  While many financial advisors set themselves up for failure, you can train your mind to seek out success instead.  You’ll find out how to “program” yourself for success in this episode. You’ll also get specific exercises you can do today to get on track to become the successful advisor you know you can be.  Show highlights include:  The most important self-help author to read to attract success into your life. (4:00) How “Mean World Syndrome” can either turbocharge your success or keep you from ever reaching it. (13:30) Beware of “Lifestyle Creep”. If this affects you, you won’t live a better life, no matter how many clients you land. (17:30) “Hidden” influences that sabotage your success and can decide whether your business flourishes or perishes. (23:15) Go to 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

As a financial advisor looking for clients, the first thing you need is an appointment. But if you’ve tried to get more appointments before, you’ve probably noticed: It’s not as easy as it looks.  Whether you’re currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments.  You’ll hear all about them in this episode. You’ll hear what the mistakes are, why they’re bad and what to do instead so you can have a constant pipeline of leads for your new business. That way, you’ll be the advisor who doesn’t worry about their lead flow while your competition wonders whether they’ll make it into their second year of business. Show highlights include: Why you can’t sell your services without an appointment—don’t even try via email or social media. (2:45) Why you can’t create demand for your business—and how that insight lets you get people more interested with less effort. (10:45) When not to talk about finances with your potential clients. (11:55) If you think this string of words—let the prospect or client go immediately (it might kill your business in the long-term).(15:50) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/8-things-nobody-tells-you-about-being-a-financial-advisor.html

If you’re like most financial advisors, you didn’t start your business for the money—you started it to live and work on your own terms.  Although freedom is the most common goal of financial advisors, it’s the least common reality. Many work into the AM, never feel done and don’t even see appropriate results for all their hard work. If that’s you, today’s episode is for you. Because you’ll find out how you can take time off (without checking your phone every 3.5 minutes) and claim the freedom you started your business for.  That way, you’ll become a successful advisor who gets respect from clients and peers for playing by his own rules. Show highlights include: The biggest reason financial advisors don’t have freedom (this has almost nothing to do with marketing—and everything to do with priorities). (7:30) How to identify “business” activities robbing you of your time and freedom without making you any richer. (8:40) The free software you can use to evaluate whether you’re spending your time the right way. (11:30) Why “hustling” and “grinding” is useless–and how to do the opposite instead. (14:30) 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/day-in-the-life-of-a-financial-advisor.html

It’s easy to start a career or business all excited. It’s hard to surmount challenges, persist in the face of adversity and win in the long-term. But years later, we say “Had I known that from the beginning, I would’ve skipped years of struggle.” In this episode, you get 3 things which will give you that exact feeling. You’ll be able to leap ahead of the struggles other advisors still face and get results much faster than your competition.  Show highlights include: Why your inexperience can make you more successful than an entrenched financial advisor with 20 years of experience. (9:50) The book to read if you don’t feel like you deserve success yet. (12:20) Why not to get a “mentor” in the beginning of your career as a financial advisor. (13:55) Why millionaire CEOs profit off of being inexperienced. (12:40) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html