Financial Advisor Marketing Podcast

While there is no single “secret for success,” there are several concepts that can change the course of any financial advisor’s life, business, and happiness for the better.  What concepts am I talking about?  Well, in today’s show, I reveal 5 of the 10 most effective concepts I’ve harnessed in my own life as well as taught to other financial advisors that have dramatically enhanced their life and business.  Some of these concepts are related to marketing, and some aren’t. But every single one will show you the way to a better life and business.  Listen now.  Show highlights include: How to calculate your odds of success for any new marketing campaign before you start (1:55)  Why “Even Or” thinking in marketing sabotages your campaigns before they ever see the light of day (3:14)  The counterintuitive reason that the more complex your marketing plan becomes, the more likely it is to fail (and why marketing plans that seem too simple work like gangbusters) (5:34)  The single most effective marketing “tool” financial advisors can buy (spoiler: it has nothing to do with financial advice or marketing) (9:14) How taking a simple, online personality test can boost the effectiveness of every marketing campaign you launch until you retire (12:28)  Why copying and pasting successful financial advisors’ marketing strategies can leave you penniless and depressed (14:17) 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. Do you struggle with getting enough deep and REM sleep? In this article, you can learn about the 12 changes I made to radically improve my sleep: https://TheAdvisorCoach.com/sleep 

As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions. By simply doubling your fees, you can almost double your income—while working less than you ever had before.  Why then don’t more financial advisors raise their fees? Well, here’s the cold, hard truth:  They’re worried that raising their fees will cause all of their clients to cancel. But this isn’t true, let alone likely. In fact, various psychological studies have proven that your clients will enjoy paying you more than paying you less.  It sounds counterintuitive, but it’s true.  In today’s episode, you’ll discover the psychological reasons why your clients want to pay you more, how to use analogies to eliminate “fee objections,” and how to make more while working less.  Listen now.  Show highlights include: This simple equation proves how valuable—and profitable—raising your fees can be (even if you’re hesitant) (0:58)  Why financial advisors are particularly capable of doubling their income while working a fraction of the time. Here’s how to do it… (1:50)  The counterintuitive reason raising your fees is the simplest way to minimize (or even eliminate entirely) “fee resistance” from prospects (2:13)  Why lowering your prices actually makes your ideal prospects think up more objections (and the physiological reason for why raising your prices attracts fewer objections) (4:55)  How to jimmy the “Price Placebo Effect” to make more money by working less and dealing with fewer client headaches (6:29)  Why making your clients pay more will actually make them happier to work with you (weird, but true) (6:40)  The “SAM” marketing secret for eliminating price and fee objections before they even come up (and how to handle various objections even if they come up) (10:20)  5 “done-for-you” analogies about financial advising that can transform even the most skeptical prospects into paying clients (10:37)  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. Want to figure out the secrets for building a bigger and better email marketing list? My latest product explains all my best-kept list-building secrets. Get it here: https://theadvisorcoach.com/lists

Discover the truth behind how long it takes to get results from marketing. The podcast explores different marketing channels and their speeds, from almost instant client generation to long-term results. Learn about the power of direct mail, effective call to action strategies, generating leads through landing pages and email auto responders, and mastering email marketing for financial advisors.

There’s a massive difference between the bank accounts of different financial advisors.  Some experience groundbreaking success, making 8, 9, or even 10 figures a year. While others live paycheck to paycheck, can barely afford their bills, and are constantly spinning their wheels about how to grow their business.  After reflecting on the two groups, I’ve finally realized the difference:  The wealthiest financial advisors are mentally strong. And the poorest financial advisors are mentally weak.  So, what’s the difference between a mentally strong financial advisor or a mentally weak one?  In today’s show, I share 5 things mentally strong financial advisors don’t do. If you catch yourself committing any of these mistakes, the good news is that you can grow mentally stronger. Awareness is simply the first step.  Ready to find out if you’re mentally strong… or what you can do to build your mental toughness if you’re not?  Listen now.  Show highlights include: Aren’t mentally strong? This book from a social worker can make your mental toughness your biggest strength in just a few days (2:10)  The 3 destructive core beliefs that rob you of your mental toughness and drown you in limitations (2:54)  How to make your limiting beliefs wither away until they disappear by asking yourself this question (5:03)  Why fearing change reveals a deeper problem about you that will always make finding new clients an uphill battle (7:26)  How leading with your values, even if they’re not popular, magnetizes your perfect clients to your calendar (9:50)  The sneaky “Just 1%” marketing secret that eliminates any objections your ideal clients have (11:33)  Teddy Roosevelt’s weird exercise that builds an unshakeable sense of confidence (15:33)  3 pieces of advice to grow mentally stronger faster than 90% of other financial advisors (22:03)  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.

What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor?  Think you could land more appointments, skyrocket your conversion rate, and even enjoy more free time with your family?  Well, good news:  In today’s show, Andy Andrews—a top 0.1% financial advisor—joins me to share his marketing, sales, and operations secrets with you.  After listening to this episode, not only will every piece of marketing you put out become more effective, but you’ll also be able to enjoy more freedom (without feeling as stressed or overwhelmed).  Ready to become a top 0.1% financial advisor yourself?  Listen now.  Show highlights include: The insidious “hamster wheel of busyness” that suddenly puts you on the verge of bankruptcy (3:40) How to overcome your fear of rejection by hanging out with a realtor for a day (5:32) The sneaky “Follow Up Over Time” marketing secret for magnetizing your ideal audience without directly talking to them (6:37)  Studies show that 80-90% of financial advisors won’t make it to a third year. Here’s how to be in the top 10% who build a thriving business (9:28)  How to transform new clients into diehard fans eager to send you referrals by simply scribbling a few words on a card (14:51)  Hate sales? This 2-step sales system not only makes sales calls fun, but skyrockets your conversion rates (18:55)  The weird way being too knowledgeable intimidates your prospects and repels them away (21:28)  The “SEV” social media content creation method that actually generates more appointments on your calendar (27:32)  Albert Einstein’s unheard marketing advice for financial advisors that’s more relevant today than ever before (32:53)  Want to connect with Andy (and watch how he works in action)? You can find him on LinkedIn here: https://www.linkedin.com/in/andrewswealthstrategies/  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.

Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.  But financial advisors make a big, fat mistake when trying to target business owners:  They go too broad, don’t niche down enough, and this erodes the effectiveness of marketing to a specific group.  And you know what?  There are so many different kinds of business owners, so niching down in this industry is one of the easiest ones to do it in. But how do you attract wealthy business owners who desperately need your financial services?  In today’s show, I reveal my 4 favorite ways to attract (and convert) business owners as clients.  Listen now.  Show highlights include: 3 websites to scour for compiling a list of hungry business owners who are in dire need of your services (0:59)  Don’t have as much success as you’d like? Here’s the niche my most successful Inner Circle members specialize in (1:39)  Why business owners need financial advice more than the average person (and how to use this to catapult your business) (3:57)  The sneaky “Power Couple” marketing strategy that unlocks an endless stream of opportunities (4:38)  How to hypnotize high-level business owners to your calendar by spending a few hours per week on this (8:17)  The “Show, Don’t Sell” mechanism baked into content marketing that makes your ideal audience trust you (even if you’ve never spoken a word to them) (9:29)  How to send out a direct mail campaign to hungry business owners by the end of the day (and the trick for getting near 100% open rates) (11:18)  4 story ideas to come up with a limitless amount of email angles and ideas that will convert your ideal audience into loyal customers (15:12)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

For my 250th straight episode of the Financial Advisor Marketing Podcast, I’m going to let you in on a little secret.  The secret?  While I love marketing and helping financial advisors become better marketers, I’d rather make you wealthy.  And in this episode, I reveal the single best wealth-creation mindset tweak for you. This secret is so powerful that it can help you become totally financially independent in under 6 years. It’s the reason why Coca-Cola pays Warren Buffet $700 million a year… While their CEO only makes $23 million a year. And it’s worked for every financial advisor I’ve shared it with.  Want to be able to retire in under 6 years from now with more than enough wealth to last your entire life?  Listen now.  Show highlights include: The weird, but effective “stream of consciousness” emails that can finally make your most reluctant lead book an appointment with you (0:54)  How to have a lower churn rate for your financial services than Netflix, Hulu, and Spotify (even if you charge 10x more) (5:59)  The “Create a Character” secret for pumping out infectious content that keeps your sales pipeline filled for years or even decades (8:57)  How to become a better marketer by simply watching wrestling re-runs from the late 90s (9:36)  Why giving value is the dumbest marketing strategy ever invented (and what to do instead to actually land appointments and clients) (12:26)  The counterintuitive reason pursuing clients makes them flee from you as fast as they can (13:37)  How I’ve been able to get crazy results for other financial advisors by forcing them to think like an investor (this is why Coca-Cola pays Warren Buffet $700 million while their CEO only earns $23 million) (15:07)  Want to be financially free for the rest of your life? Here’s how you can do it in as little as 5.5 years (19:11)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Success is not an accident. It’s the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.  The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won’t magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry.  But that ends today.  In today’s show, I’m sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors.  You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business.  Listen now.  Show highlights include: The powerful “Amplifier” marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57)  How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31)  Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48)  How needing control and predictability in your financial advising business puts it in an early grave (9:20)  The “Traits over Tactics” secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36)  6 of the top traits the most successful financial advisors have (and how to build them if you’re missing any) (11:51)  The invisible “Time Debt” trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I’ve had more than 10,000 private conversations with financial advisors since 2015.  Through these conversations—because advisors feel safe to share the whole picture (which isn’t the case at seminars or webinars)—I’ve cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one.  And you know what?  In today’s episode, I’m revealing these secrets with you, so you have no more excuses as to why you’re not as successful as you could be.  Nobody’s gonna save you or grow your business for you. But this episode is the next closest thing you can get to that.  Listen now.  Show highlights include: 3 “hidden” perks financial advisors get from having a podcast (even if it doesn’t result in as many sales as running ads) (2:32)  How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39)  The “public places” trap most financial advisors fall into which dooms them to mediocrity (7:18)  I’ve had over 10,000 private conversations with financial advisors: Here’s what separates the wealthy from the average… (8:01)  How to make your clients (and yourself) become stinkin’ filthy rich by leveraging the “Modest ROI” secret (8:13)  The almost too-simple way to get a 152% ROI when you invest in THIS (11:02)  The “Holy Grail” of financial advisor marketing which trumps every other type of marketing you do (18:17)  How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11)  The “Big 3” marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Learn how to get ahead of 99% of people by doing the simple things they aren't willing to do. Discover the secret to attracting wealth and picking your clients, the importance of reading ancient books, and the affirmation that brings opportunities and wealth. Find out how looking at an app on your phone can increase success, and why setting massive goals is better than going with the flow.