Financial Advisor Marketing Podcast

You’ve probably seen plenty of experts dispense advice on how to become a highly-paid financial advisor. Most of them trumpet how much money they make and how easy their life is. But you learn the most from other people’s mistakes, not from how successful they are now. That’s why this episode reveals 5 marketing mistakes that have cost James thousands of dollars so you can sidestep these mistakes and start earning more quicker. Show highlights include: - How trying to maximize your ROI tanks your marketing results. (6:05) - Stop worrying about your close rate, first year returns or other metrics. Here’s the metric that decides whether you prosper or perish. (6:30) - If you’re a one-man show, here’s why hiring more people can grow your business (even if you don’t “need” anyone right now). (9:30) - Why you should get your groceries delivered if you’re serious about growing your business. (11:25) - The website you’ll regret not prospecting on if you aren’t doing it now. (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/7-awesome-tech-tools-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  

As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do list is endless and you couldn’t get it all done if you had 50 hours in a day. It might sound harsh, but if you’re that “busy”, you’ll fail. If you want sustainable success and a crowd of high-paying clients, you need to adopt a WWII general’s mindset and become lazy. How? You’ll hear it all in this episode. Show highlights include: - Do you have a Netflix account but don’t know why Lynda is? Here’s how you need to change your mindset. (4:40) - If these words describe you, you need to radically change or quit your business now (one of them is “hard-working”). (6:10) - Why lazy people make the most effective financial advisors. (7:40) - Why Bill Gates would put lazy people in charge and pay them better than the hard workers. (10:35) - Whenever you’re busy, ask yourself the “WWALPD” question and make work easy. (11:00) 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/elevator-speech-financial-advisors.html   https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html    

To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a Ferrari?) and not answering to anybody just don’t seem like something most people could also have. But if you’re an ambitious financial advisor, you might have a hunch that becoming a millionaire is possible for you. And it’s true: With the right mindset, habits and big enough goals, you could make a 7-figure income. In this episode, you’ll hear exactly what the world’s millionaires consider the key to success so you can catapult yourself into their world. Show highlights include: - The “Navy SEAL trait” 91% of millionaires consider an important success factor in their lives (this will transform your client interactions). (4:00) - How denying prospects your services can make you rich in the long term. (8:35) - Why a failing marriage can kill your business. (11:20) - The YouTube video that will help you become more productive in your sleep. (14:00) - Why you need to train your leadership qualities, even if you have no employees. (18:10) 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/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  

If you’ve ever been drunk, you’d probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles that make them work as if they were drunk. In this episode, you’ll hear all about how to maximize your productivity and work with a clear mind so you can claim your success fast. Show highlights include: - Here’s why pressing the snooze-button can make you work as if you were drunk. (1:45) - How to supercharge your energy levels and get to work with focused productivity instead of yawning your way through the day. (7:25) - How to focus even if you’re tired or fatigued. (12:50) - How salads can curse you with poor productivity. (14:05) - Financial advisors who do these three non-business things will transform their lives, help more people and make more money. (14:45) 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/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  

Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no. Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer complete financial strategies for free. These things might feel like you’re making progress, but you’re not. In fact, you move away from your dream lifestyle by spending time working for nothing. In this episode, you’ll find out how you can reverse your mindset around doing things for free and bring in money with everything you do. Show highlights include: - The four letters everyone loves that ruin financial advisors (and any other business). (2:15) - If someone says this common thing to you, they’ll never pay you enough to make up for the time you gifted them for free. (6:35) - When you stop being a “freebie seeker” and start doing this, your growth will skyrocket. (11:05) - How charging more can get you more client work, not less. (15:25) 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. Recommended 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 

If you want more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it. After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers who might not even want to talk to them. Your dream of financial freedom and quitting your job can become a nightmare. It doesn’t have to be that way. This episode is for you if you want to have fun while prospecting and get more clients at the same time. Show highlights include: -How to spot a fake coach and save yourself from throwing thousands of dollars down the drain. (2:50) -How often to prospect so you have to prospect less in the long term. (4:45) -If you don’t know who to talk to or what to say to them, do this and you’ll know in an instant. (9:20) -Why prospecting isn’t sexy, but still one of the most effective forms of marketing. (16:10) 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/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      

If you’ve been a financial advisor for more than 10 minutes, you’ve probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office. Maybe you even have some of them. And it’s something that makes you feel accomplished. You get to call yourself a new title with every new certification and you also gain some valuable skills. But the cold hard truth is: How long you’ve been advising, how many clients you have had and even which school you went to—it doesn’t matter. In this episode, you’ll hear why they don’t matter and what does actually matter to attract more clients with less work. Show highlights include: -How long you’ve been in the business doesn’t matter. Ask yourself this question to see how competent you really are. (3:55) -Why financial advisors with year-long experience, certifications and degrees still struggle to get clients. (5:25) -How modesty and humility are not virtues, but can kill your business. (8:20) -Don’t just “do” or “market” your thing. Do this and your success will skyrocket. (12:55) 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    

Would you trust a dentist with crooked teeth? You wouldn’t. Similarly, clients don’t trust poor financial advisors. And while clients don’t get insight into their advisor’s personal finances, they can tell if an advisor is poor. Clients know because poor financial advisors give off tells. And these tells make clients run the other way. Unfortunately, even successful advisors (or those on the road to success) sometimes display these signs. Luckily, you can fix most of them in just a few minutes. You’ll hear how to fix these issues in this episode. Show highlights include: -If you include this one thing in your email signature, you look poor to any client you interact with. (4:55) -Why NOT to publish your phone number, even if you want more calls. (8:40) -How to create more demand for your service without being glued to your phone. (9:50) -The one question to ask to immediately know if a financial advisor is poor. (12:55) -The one thing 80% of $1M+ have in common. (14:20) 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. Recommended Resources: 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   https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html 

Whether you’re in debt or have enough money to never work again, you’ve got the same amount of time in a day as everyone else. Time is the great equalizer—and not even Bill Gates can buy himself a 25th hour in the day. But even though we all have the same amount of time, some people are wildly successful while others are miserable failures. In the business world, most successful people have mastered one thing to make millions in the same time it takes average people to make hundreds. What makes the difference between those financial advisors who get rich and those who are out of business in 5 months? You’ll hear it in this episode. Show highlights include: -The school system has indoctrinated you to avoid failure. Here’s why you should expect, accept and embrace failure instead. (4:45) -When 90% of financial advisors fail (if you make it past that point in time, your chance of surviving and thriving skyrockets). (5:55) -How to make your entire business easier, from lead gen to serving your clients. (9:30) -Are you planning when to improve your business? Then you will most likely fail. Here’s why. (13:00) -Why most people who buy books, courses or seminars get zero results from them. (19:30) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html       

Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books and pursue their hobbies—while you’re working your butt off without seeing the same results? You’re not uniquely flawed or victim to bad circumstances. Successful advisors just know how to scale. And if you also want to make more money by working less, this episode is a must-listen, because you’ll learn all about how you can scale up your business instead of slaving away without results. Show highlights include: -The marketing technique a $50k per day squad of attorneys used to get their client out of trouble. (1:55) -Why “The Wolf Of Wall Street” raked in millions while partying with his friends. (4:30 -The single best way to scale your business right now. (5:00) -The fastest “quick win” strategy to multiply your income (7-figure businesses have been built this alone). (8:40) -How to make your prospects 58% more likely to agree to a meeting. (11:30) 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/content-marketing-tips-financial-advisors.html 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