Financial Advisor Marketing Podcast

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account.  If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it.  But don’t worry. I’m here to save you from boneheaded marketing decisions when you’re on a shoestring budget.  In today’s episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name.  Listen now.  Show highlights include: The raw, unfiltered truth about why you can’t make 6 or 7 figures as a financial advisor (2:57)  How your deathbed can turn you into a world-class marketer—almost overnight (5:01)  Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50)  The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21)  Can’t seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43)  How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you.  But most financial advisors don’t leverage psychological principles in their marketing because they don’t know how powerful they are.  That’s why, in this episode, I’m revealing 5 of my favorite, little-known psychological principles that have built my business, and can supercharge your marketing.  Listen now.  Show highlights include: How to use evolutionary history to land higher quality appointments and clients (1:14)  Why using your emails to build unity instead of giving stock market forecast predictions helps you set appointments on autopilot (2:07)  The “Social Identity Theory” secret that gives you an unfair advantage that other advisors simply cannot copy (2:49)  How to embed a deep sense of liking in your prospective clients psyches that subconsciously makes them want to hire you (5:22)  3 factors which give you instant credibility in prospective clients’ eyes (even if you’re not as credible as your competitors) (5:56)  Why covering your office walls with corny motivational posters can make your clients invest more with you (13:42)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created.  But there’s a problem…  Most financial advisors don’t know the first thing about content marketing! They get duped by content marketing agencies into creating short-form content that lands them unserious clients. They listen to flat-out wrong advice on the most effective forms of content marketing. And the result is, financial advisors get burned out from trying ineffective content marketing strategies.  Well, that ends when you listen to this episode. Not only do I peel back the curtains on my own personal content marketing strategy, but I also reveal the 7 biggest lies financial advisors believe about content marketing.  Ready to use content marketing to actually grow your business?  Listen now.  Show highlights include: The #1 reason why financial advisors fail to get results with content marketing (5:13)  Why begging prospective clients to hire another financial advisor can land you more appointments this month than you’ve gotten all last year (5:32)  The most dangerous content marketing advice that financial advisors fall victim to all the time (7:26)  Why picking one content marketing channel and going all in is a surefire way to land no clients (and why a multi-channel approach leads to more clients) (9:00)  Thinking about relying on AI to pump out all your content? Here’s why this will backfire on you and your business (10:08)  The counterintuitive reason why focusing on short-form content fills your client roster with the absolute worst type of clients (and how long-form content repels these “goldfish clients” away from your business) (11:10)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor.  Why?  Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business’s revenue ceiling. There are certain types of people you will naturally create more wealth for. They’ll implement your advice quicker. And they’ll be better clients for you.  So, why would you risk your relationships with the right kind of clients to focus on the worst type of clients?  You wouldn’t, and yet, that’s what you do when you try to please everyone.  In today’s show, I’m giving you permission to stop pleasing everyone, so you can enjoy more wealth, more freedom, and better clients.  Listen now.  Show highlights include: Why adding testimonials and positive reviews to your online ads can actually tank your conversions (even if you’d think they’d help reduce skepticism) (4:01)  The single worst type of time-devouring client you can work with (5:17)  How taking a personality test magnetizes your ideal clients to you (10:08)  Did you know 1.2% of American men are literal psychopaths? Here’s how to prevent them from infiltrating your client list (13:22)  5 reasons why “Repulsion Marketing” not only repels your worst clients, but also attracts your best ones (14:15)   Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.  This tactic?  Teaching.  Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money.  But for some reason, financial advisors think that teaching is the only way to build credibility. Not only are there plenty of other ways to build credibility, but they’re all more effective too.  In today’s show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns.  Listen now.  Show highlights include: The single most important rule of financial advisor copywriting that you must obey if you want results (1:27)  How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31)  Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24)  How MLK’s “I Have A Dream” speech can boost your marketing conversions almost overnight (10:17)  The “Centers of Influence” secret for using other people’s credibility to fuel your own (14:35)  Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor.  The solution?  Well, first you have to reframe how you approach sales. Selling isn’t a negative, dirty word. It’s an opportunity to help someone with one of their most prized possessions: Their finances.  Next, you have to tune into this conversation with Nancy Bleeke Noel, author of “Conversations That Sell: Collaborate with Buyers and Make Every Conversation Count.”  In this episode, Nancy reveals how financial advisors can get better at sales, the common mistakes financial advisors make, the most common reason people don’t hire financial advisors, and so much more.  Nancy’s worked with 10s of thousands of financial advisors over the years and turned them from sales zeros into sales heroes. And now she wants to help you.  Listen now.  Show highlights include: The weird way “reluctant sellers” often make the best salespeople (2:14)  The “problem solver” mindset shift required to become a great salesperson and get over your fear of selling (5:34)  How this “win cubed” secret annihilates your sales dread almost instantly (6:09)  Why overselling and over explaining can kill a deal that you already had 90% in the bag (9:12)  Do you rely on scripts to sell? Here’s why Nancy thinks this is the biggest mistake financial advisors can make… (13:18)  How facts and data bore your prospects to death and send them to another advisor to manage their finances (15:01)  The single biggest reason why most people don’t hire a financial advisor (and how to leverage this to cause a surge of new clients) (16:34)  The insidious “Beginner’s Mind” trap which prevents financial advisors from closing deals with interested prospects (19:02)  How to convince even the most skeptical prospect to hire you with the “QAV” method (26:11)  Want to connect with Nancy to see how she can help you improve your sales? Visit her website at https://www.salesproinsider.com and connect with her on LinkedIn here: https://www.linkedin.com/in/nancybleeke  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions.  That means that 92% of people fail to achieve their goals!  How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year?  Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing.  Think you could achieve your goals when success is easier than failing?  Listen now.  Show highlights include: Want to make an extra $50-$100k in 2024? Here’s how 143 financial advisors achieved that last year (2:36)  3 of the best “website traffic getting seeds” to help you harvest more website views and turn them into paying clients (5:33)  The weird, but powerful “I am a failure” mindset tweak that allows you to transform your shortcomings into success (9:14)  92% of people fail to achieve their goals… Here’s how the “input secret” ensures you’re in the 8% of people who achieve them (10:36)  How to level up your marketing knowledge so that you’re a better marketer than 99% of financial advisors by January 1st, 2025 (15:17) Why setting tiny goals you can stick with grow your business’s revenue more than massive goals (16:08)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.  What’s the difference between the two?  Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hustle his way to making $500 a day to support his expensive drug addiction. Despite his foul stench, yellow teeth, homelessness, and crack addiction, Willie was mentally strong.  Yet, most financial advisors with access to more tools and wealth than Willie ever had don’t even make half of what Willie did hustling on the streets.  Are you really going to let a crack addict out hustle you?  In this episode, I share Willie’s story, and how you can hone one “skill” in particular from Willie to make 2024 your wealthiest year yet.  Listen now.  Show highlights include: Why being brazenly offensive in your email marketing strategy actually works more effectively than “providing value” (1:33)  How to get rich doing nothing other than watching a drug addict live their life (5:02)  The weird way smelly, homeless crack addicts often bring in more money than doctors and lawyers (and how to apply this “skill” to your financial advising business) (5:21)  One “crack addict” question to ask yourself when you’re not motivated to send your motivation levels through the roof (8:52)  The “gun to your head” business plan for financial advisors for finally cracking into the top 10% of income earners in the world by this time next year (9:13)  How to achieve all your financial goals in 2024 by writing this on top of a notecard you see every day (12:44)  Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube.  So, how did I do this? And more importantly, how can you “mimic” my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services?  I reveal this—and a bunch of other helpful tips, tricks, and mistakes—in today’s episode.  Want to leverage YouTube to fill up your pipeline?  Listen now.  Show highlights include: Why you don’t need a ton of YouTube views to leverage YouTube to fill your calendar (and how to get more views anyway) (1:54)  The cold, hard truth about why most financial advisors struggle with YouTube (3:58)  How creating your title and thumbnail before you create your video surges you with relevant views (4:20)  The counterintuitive reason blindly writing your YouTube titles for search suffocates your views (and what to do instead to boost your views) (4:49)   How to leverage YouTube’s algorithm to force them to show your videos to your target audience (6:45)  Can you actually use YouTube to generate inbound leads to your website and email list? Yes, and here’s how… (7:22)  A few examples of terrible YouTube titles that financial advisors probably think are great (14:33)  Trying to build a YouTube channel as a financial advisor? Here is the single best opportunity to get lots of views (16:33)  Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

In my life, I’ve stumbled upon 10 concepts that have changed my life for the better. While they’re not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life. And they will do the same for you.  In today’s show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know.  And you know what?  Who couldn’t use more success, wealth, and happiness?  Listen now.  Show highlights include: The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47)  Warren Buffet’s #1 rule for getting stinkin’, filthy rich (4:26)  The “Expected Value” marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46)  How having a well-defined niche lets you break all the marketing “rules” while you laugh your way to the bank (10:28)  Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.