Financial Advisor Marketing Podcast

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find.  If that’s you, you’re making an error that can kill your business—even if you succeed. Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business. There are 5 types of them. In this episode, you’ll hear exactly what they are, why they’re dangerous and how to spot them.  That way, you can keep those horror clients from ever entering your business and can build the business that works for you. Show highlights include: Why not to pick up the phone when your clients call (it sounds odd, but if you do this, they’ll know you’re doing good work for them). (7:40) If your clients complain about losing money, you need to fire them. Here’s why. (11:50) How high can your client’s expectations get before it endangers your business? Here’s where you need to draw the line. (13:15) The important marketing lesson you can learn from old-school ways single guys tried to get a date. (18:15) 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/sleep.html

You’ve heard internet “experts” talk about giving value before doing business with someone. Following their advice might kill your business. You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term. In this episode, you’ll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love. Show highlights include: How to make yourself implement all the business-boosting information you consume. (3:20) What separates smart financial advisors (who get rich) from those who stay poor. (4:25) Why you don’t need a webinar or other fancy marketing systems to run a successful business. (5:45) The biggest mindset mistake financial advisors make in their marketing (you can stop all your marketing if you don’t correct this). (8:30) 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-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the casinos. Long story short: Casinos are amazing at making money. Which means they can teach you something if you want to earn more. In this episode, you’ll hear what you can learn about marketing from casinos and how to turn what they know into more clients for your business. Show highlights include: The 5 groups you should divide your clients into so your clients stay with you, pay you and refer their friends to you. (10:40) The secret reason casinos treat buy dinner for their customers… and how you can profit by doing the same thing. (13:55) How “saving” money can ruin your business (even if you’re just new and don’t have much capital). (15:45) The two steps of growing any hugely profitable business from scratch. (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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

If you’re currently struggling to add more clients to your business, it might sound impossible to land clients by next week. But if you had to for your survival, you could. You’d surprise yourself with creativity and energy to land clients. And land them now. In this episode, James shares exactly how he would get clients now as a financial advisor. Listen and implement these strategies so you can add a client as soon as tomorrow. Don’t continue to struggle while others close the clients you want to work with. Listen now and join the financial advisors who have all the clients they want and enjoy the lifestyle they deserve. Show highlights include: How to get clients as a financial advisor—even when you don’t know a single soul in your city. (8:10) The first thing you have to do to get clients as a financial advisor (this is NOT optional, any other steps after this are useless if you don’t do this first.) (9:00) What to say to whom to land other people’s wealthy clients (even if you don’t know them). (11:00) Why marketing can be a waste of time if you need clients (and why it’s crucial anyway). (14:40) 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/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/video-marketing-for-financial-advisors.html

Who should you learn from when it comes to growing your business? You could learn from all sorts of seminars, books and courses. And many of them are great. But there’s a hidden treasure of knowledge you access when you’re able to learn business lessons from everyone and everything. You’re not just learning more, you also make learning fun. Like when you can learn how to grow your business from Tony Soprano. And that’s just what you’re getting in this episode. Listen now to find out what one of the most notorious gangsters in entertainment history can teach you about business and dominate your market, just like Tony Soprano. Show highlights include: The goal you always need to keep top of mind. (4:35) How the “scarcity mentality” robs you of clients and turns opportunities into threats. (8:05) Why you should reject (some) clients who want to give you their money. (8:25) How to learn by not trying to learn anything. (16:25) 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

When you start out as a financial advisor, you’re hungry for success. You start landing your first few clients, then a couple more—and suddenly you’re a successful financial advisor running a thriving business. But then what? Success corrupts many financial advisors. Their mindset changes and they lose what they painstakingly built. But there are ways to stop this from happening and grow even beyond your own wildest expectations. In this episode, you’ll hear about the “Dark Side Of Success” and how master copywriter Gary Halbert avoided being harmed by his own success. Show highlights include: - Why certainty is one of the most sneaky success killers (it usually disguises as growth and stabs you in the back later on). (7:40) - The uncomfortable reason you haven’t heard from some family and friends in forever… and why their silence is a good thing. (8:20) - Why you need to sacrifice parts of your current life if you want to become a successful financial advisor. (14:50) - Why you shouldn’t necessarily chase clients and money to be successful—and what to focus on instead if you want to become happy (and rich) in the long-term. (16:35) 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. Recommended Resources: 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 

Do you sometimes feel you can’t get it all done? Between serving clients, growing your business and your private life, it’s easy to have more tasks in your head than you feel you could ever handle. But some people DO get it all done. In fact, some extraordinary entrepreneurs get more done in 10 years than billions of people in their lifetimes. One of them is Bill Gates. In this episode, you’ll get productivity tips the Microsoft founder himself uses to get everything done without being stressed or sacrificing family time. Show highlights include: - Why not cleaning your own house isn’t selfish or arrogant, but helps you impact those around you in a great way. (8:30) - Why Bill Gates schedules his day down to 5-minute increments—and how doing the same can help you get more done every day. (12:20) - The research-backed way to get the most out of your work time while taking plenty of breaks. (12:45) - How to turn “dead time” (like waiting in a doctor’s office or commuting) into time which grows you and your business. (17:05) 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. Recommended Resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html  

Building a business can be hard, especially in the beginning. There are bills to be paid, clients to be served and if you’re new at this, you also have to grow into the mindset of a successful entrepreneur. Many of the challenges financial advisors face are caused by 4 phrases they tell themselves and others. If you replace these phrases, your business will not only grow, you’ll also get back control of your life instead of being crushed by stress. Get a leg up on your competition and become the go-to while others get ruined by the effects of the 4 phrases. Show highlights include: - The dangerous phrase experienced advisors often use shortly before their business stagnates or crumbles. (3:50) - The single biggest priority you should have in your business (it’s NOT serving your clients). (6:40) - Why your experience doesn’t matter and what actually attracts clients. (7:05) - How the financial advice business works… in one simple sentence (remember this and you’ll always be clear on what to do next). (14:10) 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. Recommended 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  

As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and make more money yourself. Referrals from current clients are one of the most popular ways of attracting new leads. But the most popular strategies for getting referrals are business killers. They make your clients leave you and make you look unprofessional. In this episode, you’ll hear about the most common ways financial advisors destroy their reputations when they ask for referrals. You’ll also find out exactly when to ask for referrals in order to gain trust. Listen now to generate enough referrals to become the most sought-after financial advisor in your market. Show highlights include: - Why referrals should be a side effect of doing good business, not the core of your business. (8:30) - Why you should never “brainstorm” referrals with your current clients. (8:40) - Which words you must hear from your client before asking for a referral—and how asking too soon causes your clients to run and choose your competitors. (10:40) - Why NOT to ask your clients for referrals during your regular financial planning meetings. (13:30) 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. Recommended 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  

As a listener of this podcast, you know marketing is essential to your success as a financial advisor. And you probably have ideas on how to improve your marketing. But if you think of marketing and think of commercials, slogans and branding, even your most creative ideas will fail. In this episode, you’ll hear how to do the exact opposite of what you think of as marketing and actually get more clients. Show highlights include: - Why you’ll make more money if you don’t build a brand and stop generating goodwill. (6:25) - Ditch “awareness” or “brand equity”. Here’s the only marketing objective you need as a financial advisor. (8:45) - Why “branding” is a money-pit but “personal branding” can make you rich. (11:15) - Why building your brand can be good… as long as it’s free. (13:05)   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. Recommended 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