Financial Advisor Marketing Podcast

There's nothing more important for entrepreneurs of any kind than lifelong learning. But sometimes, what feels like learning actually harms you. That's the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor. In this episode, you'll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you. Show highlights include: What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50) The simplest way to get more appointments. (10:28) The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00) 4 things that can automatically generate appointments for you. (19:50) 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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you've been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don't work out or they're not a fit for your business. But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you're lucky—sends you a one-sentence rejection? Then you've probably committed one of 3 "sins" that turn off potential clients and make them abandon you. In this episode, you'll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account. Show highlights include: The biggest problem with financial advisors' websites–which has nothing to do with design. (7:28) Why not turning your phone off during meetings can turn your prospects off. (11:43) The only person that matters in a meeting with your clients or prospects (hint: It's NOT you). (13:50) What you can learn from broadway plays about landing more clients. (17:15) 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

You've probably already heard that LinkedIn is one of the best marketing channels for financial advisors. But creating an account and uploading a picture in a suit isn't enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you're ready to find out how to do that! Today, you'll hear about 3 rules that let you set appointments and generate clients using LinkedIn. Ready to become the financial advisor that has dream prospects on the phone every day? Listen now! Show highlights include: How to get LinkedIn to put you in front of your target market without lifting a finger. (8:05) The biggest mistake financial advisors make in their first message to a prospect—doing this makes people ignore you immediately. (12:28) Why most people distrust you right from the start—and how to earn people's trust and make them your clients. (14:45) How to make money with LinkedIn from your couch—without missing your favorite show. (19:08) 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You can have the prettiest business cards and the fanciest websites, but a financial advisor's business runs on clients. And whether you're brand-new or just going through a slump, this episode will help you get more clients. In this episode, you'll hear the no. 1 strategy to get more clients now. You'll hear how you can flush money into your business right now and stop using strategies that don't work. Become a real financial advisor–not a client-less amateur. Show highlights include: Why most advisors resist the #1 secret for more clients. (4:45) The century-old marketing channel most of the richest marketers in the world still use (most financial advisors see this one as "outdated"). (9:08) How to become unforgettable for your niche. (14:00) The "hidden" niche that has very little competition, but gigantic potential for financial advisors. (14:14) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn't their work ethic or ambition, it's that they're never told what to actually get good at. But, it turns out, there are 3 skills the most successful financial advisors master which the failures and the quitters don't practice enough—or not at all. If you want to have the freedom and the income you know you deserve for your hard work, listen to this episode now. You'll discover what those 3 skills are and how you can put them into practice for yourself so you can join the ranks of the best financial advisors. Show highlights include: The 3 simple steps to landing clients as a financial advisor. (5:18) The most important (and toughest) decisions you'll ever make in your career as a financial advisor. (6:39) Why NOT to follow "gurus" and do everything they say to the letter. (8:22) How flexibility can either turn you into a hyper-effective entrepreneur—or kill your business before you land your first client. (9:54) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year. If you're starting out, this might seem completely unrealistic. But it's possible. A small elite of financial advisors are pocketing millions every year while others struggle to make even $10k. In this episode, you'll find out how you could scale your business to one million dollars in revenue and generate wealth that will free you and your family from having to work. Show highlights include: How "wasting" money creates more wealth than penny-pinching ever will. (6:08) The 4 things you need to measure to hit any income goal you want to reach. (7:43) The positive side effects of charging more than your competition (these go WAY beyond how much money you pocket at the end of the month). (11:45) Exactly how many prospects an average advisor might need to make a million dollars (that number might be lower for you if you're above-average). (16:34) 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you're listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don't. But what's even more important than doing the things that work is avoiding what doesn't. If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they're newbies while you've got a decade of experience. In this episode, you'll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors. Show highlights include: If you hate cold-calling, working on your marketing and learning about sales, here's how you can start enjoying all those things and create the business you want to run. (7:00) The 2 most profitable activities for financial advisors (these are the "money-making activities" that put dollars in your bank account). (10:29) How to land more clients than your competition, even if you generate fewer leads. (14:21) The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (16:30) 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/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're a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite. But you won't get there if you don't do what the elite has done to get there. In this episode, you'll learn which 7 things will let you join that elite and become one of the advisors others look up to and want to be like. Show highlights include: What not to copy from Warren Buffett (following his lead here could not only kill your business, but yourself in the long-term). (1:35) Why successful financial advisors aren't in the financial advising business. (4:45) How to get more consistent results with everything you do. (10:50) Why you should be able to hug your clients whenever you want to. (13:25) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

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