Financial Advisor Marketing Podcast

Discover unconventional strategies for creating the best lead generator, including using exclusive content, charging for lead magnets, and being less available. Learn how paying more for leads can lead to increased revenue, the importance of niche specialization, and the power of valuing others in business. Explore reflections on religion, faith, and overcoming intolerance, along with the success of a paid lead magnet in boosting average order value and conversion rates.

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. False urgencies, random meetings, and pointless tasks can easily consume your day when you don't control them. And most people don't even try to control them because they mistake being busy with being productive. But nothing will sink your business faster than being busy all day. Busy is not productive. And productivity is not busy. They are completely opposed to each other in every single way. That's why I'm peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life. You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you. Listen now. Show highlights include: Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05) How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58) The "Time Boxing" method for accomplishing double the work in half of the time you'd normally take (5:59) Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22) 2 types of breaks that skyrocket your productivity levels throughout the day (10:06) The weird "Sparkling Trash Can" secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15) 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. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… There's a big, fat problem with niche marketing: It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling. In fact, it's the exact opposite: Choosing a niche, then earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries. That's why, in this episode, I'm revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years). Listen now. Show highlights include: How to actually build trust with potential clients (even if the financial advice industry is one of the least trusted professional industries) (0:31) Why typical sales and marketing books don't work for financial advisors (even though they work in other industries) (1:42) Where the "riches are in the niches" advice marketing zealots pump into you falls flat and can even hurt your business (3:03) How to become the trusted figure in your niche—and why it will takes years, not months or weeks (3:21) Why appearing as a generalist instead of being a specialist is a better strategy for growing your business (even though it's harder) (5:38) How to build an entire financial advice business around the "Generalist-Specialist" method that gets you clients today and years down the road (6:34) The slower, more methodical, and more effective "Behind-the-scenes" secret for building a wildly profitable niche (9:15) 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. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: A record 4.1 million Americans will turn 65 this year. And this isn't just a temporary blip, it's a wave that's set to continue for years. So, how do you market to this wave of future retirees to win their trust and their business? In today's show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor. Listen now. Show highlights include: Why it is the greatest time in American history to help people transition into retirement (0:52) 5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08) Can you market to retirees on LinkedIn? Here's my contrarian strategy to try… (4:46) How to "layer" retirees into sub niches that makes them think of you as their dream advisor (6:38) Why online ads are the single best way to reach retirees (even if they don't use social media as much as younger folks) (7:46) The best (and worst) words to use for people over the age of 65 (9:06) The "Selling Against Type" sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07) 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.

The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. And there are three key things that will rule the future of financial advice. Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years. So, what are the three things that will rule the future of financial advice? In today's show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes. Listen now. Show highlights include: The almost-too-simple "human centered advice" secret for thriving as a financial advisor in the next couple of years (1:25) Why an uptight and super professional "About Me" page on your website scares wealthy clients away (3:05) How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30) Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07) How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48) 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.

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They overcomplicate their marketing strategy! The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors' heads. But don't let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode. Want to grow your business the lazy way? Listen now. Show highlights include: How to jimmy the "Endowment Effect" to charge more for your services and have your clients thank you for doing so (1:00) The simplest, yet most effective formula financial advisors can use to land more clients (4:03) The only 2 numbers that matter for the success of your financial advising business (4:28) Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here's how to do it for your business (5:48) The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02) 3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16) How to double your conversion rate without headaches, frustration, or lucrative investments (11:43) The lazy way to grow your business faster than 90% of financial advisors (12:37) 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. If you'd like to learn the secret sauce that turns financial advisors' websites into client-getting machines, head over to https://theadvisorcoach.com/website. For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

Discover the 5 research-backed habits of high-growth financial advisors, including avoiding unnecessary hustle, overcoming the Warrior glitch, and diversifying marketing strategies. Learn the key to hyper growth firms' success, the common lead gen mistake most advisors make, and why having a 'marketing budget mindset' can limit your growth potential. Explore the top 4 marketing channels utilized by successful advisors for continued business growth.

Most financial advisors believe that there's a one-size-fits-all solution to marketing. Not only is this true, but it's dangerous. Why? Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. In today's show, I'm revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths. Listen now. Show highlights include: How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20) The weird "psychic energy" secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19) The most neglected, yet effective marketing channel most financial advisors ignore (11:15) Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24) 3 "hidden" ways to follow up with prospects to actually turn them into paying clients (13:52) The "Angel Investor" method for turning your online ads into a repeatable and scalable marketing strategy (14:43) Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51) How "Repulsion Marketing" where you dissuade people from working with you limits your headaches while growing your bottom line (19:38) 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.

As a financial advisor, no matter how experienced you are, it's always easier to learn from others' mistakes than commit them yourself. The same is true for learning from other advisors' successes too. That's why I invited Elliot Kallen on to today's show. Not only does Elliot have 30 years of experience of being a financial advisor, but he's also built three successful businesses, including Prosperity Financial Group. Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he's sharing the most pivotal ones in today's episode. Listen now. Show highlights include: How simply being a good friend can fill your calendar with highly qualified appointments (4:38) The "4M Motivations" each of your clients will have (and how to uncover their motivations before they even do) (10:48) How to prepare your clients for downturns in the market so they can take advantage of them (12:27) The "for" question that calms your clients' anxious and worried minds in an instant (even when their investments keep losing value) (14:22) This one controversial phrase ethically forces your clients to trust you even when you're losing them money (17:13) How the overlooked "their world" marketing strategy can improve the success of every marketing campaign you run (21:12) The single most important "skill" for determining your long-term success and wealth (32:17) Here's the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03) 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. Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/ Do you have a teenager or know one? Head to Elliot's non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/

Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. Don't believe me? Well, in today's show, I'm sharing 3 simple and realistic marketing strategies you can start using today to add $100,000 of revenue to your business within the next 365 days. Want to see how simple marketing can be when you peel back all the unnecessary complexity? Listen now. Show highlights include: The bizarre reason American advisors have a harder time achieving success than other countries (2:45) Why adding an extra $100k to your bottom line is actually simpler than you think (4:46) The exact number of appointments you need each month to add an extra $100k to your business (it's smaller than you think) (6:55) How to add an extra 200 people to your LinkedIn connections every month (without spending all day on LinkedIn) (11:07) Is your website generating 119,000 visitors in three months? If not, drop everything you're doing and listen to this… (12:15) A few real life examples that show you how powerful—and profitable—building multiple marketing strategies can be (14:58) 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.