Financial Advisor Marketing Podcast

Bill Cates, The Original Referral Coach for financial advisors, shares proven referral scripts and strategies for doubling referrals. Learn key phrases to motivate clients, overcome objections, and land your largest client. Discover the power of personalized communication and innovative marketing strategies in attracting ideal clients and enhancing business growth.

There are downright shocking statistics about how much debt the average person has… and you'd be mistaken if you think this also doesn't apply to financial advisors. It's the height of hypocrisy when you're teaching others how to manage their money, but can't manage your own. And yet, I see advisors' credit cards declining almost every day when they try to buy my Inner Circle Newsletter. But here's the silver lining if you're a financial advisor up to your ears in debt: It's never been easier to get more clients from social media. Especially when you implement what I reveal in today's episode. Want to turn your social media posts into client-getting machines? Listen now. Show highlights include: How simply knowing your audience can triple your webinar attendees almost overnight (6:23) This weird "Open Rate" trick for email marketing can help you land more clients by trying to get lower open rates (9:11) The single biggest social media mistake financial advisors make which makes your ideal clients physically nauseous (9:49) Why disobeying this "law of marketing" on social media magnetizes your ideal clients to your calendar (11:24) Most financial advisors completely neglect this obvious approach to marketing… Here's how to avoid making this costly mistake (12:10) The "Two-Way Street" secret for posting engaging social media posts that actually fill up your calendar (14:32) How to make LinkedIn help you grow your influence every time you're at the doctor's office or waiting in line (16:41) 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.

Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. That's why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode. If your marketing doesn't keep your sales pipeline filled to the brim or help you unlock financial freedom, you're probably making one of the several mistakes I reveal in this episode. Want to grow your business so rapidly it doesn't seem real? Listen now. Show highlights include: The insidious "Marketing Sugar Crashes" trap financial advisors fall into which makes it almost impossible to achieve true financial freedom (0:54) How being busy prevents you from being productive and building real wealth through your business (2:07) Why blindly believing marketing gurus enslaves you to your business (and how to make your business work for your lifestyle instead) (5:42) The single most important piece of marketing advice I can give to financial advisors (6:27) How adding several marketing strategies to your marketing plan actually saves you time (even if you're dreading more marketing mediums) (6:58) The easiest way to give yourself a pay raise by the end of this week (8:25) Why "Probabilistic Thinking" can double, triple, or quadruple your conversion rates overnight (without changing anything else in your marketing strategy) (14:53) How to set a cascade of abundance that you never thought possible into motion from your marketing within the next 7 days (17:47) Need help crafting an email marketing strategy for your business that keeps your calendar full and your wallet fuller? I'm offering one-on-one intensives for financial advisors where I'll help you build your email marketing from scratch. But it's not cheap. If you're interested, you can book your spot here: https://theadvisorcoach.com/intensive. 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.

Discover how financial advisors can leverage AI to enhance their businesses, with insights on mental bias, saving money, and AI editing. The host reflects on AI evolution, practical applications, and the impact of denial in the industry. Learn how to optimize PayPal transactions, improve writing with Chat GPT, and navigate the advancements and limitations of AI in financial advice.

I'm acting like a mad scientist in this episode: I'm attempting to form the perfect financial advisor based on the HEXACO personality typing test. Why? Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. But more importantly, there are many financial advisors who shy away from their true personality because they don't realize it gives them a bona fide competitive edge. Plus, you'll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it. Listen now. Show highlights include: The most important attribute on the HEXACO personality test (4:08) How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32) Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46) The weird reason financial advisors who can't tolerate physical pain aren't as successful on average (11:57) The equally weird reason anxious financial advisors are more success on average (13:05) Why public speaking is a "force multiplier" for the growth of any financial advisor (16:23) The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53) 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan 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 people are fish. And other people are birds. But financial advisors sabotage their marketing efforts and even put their business at stake if they're fish trying to fly or birds trying to swim. The point? Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, instead of embracing it. Why? Well, financial advisors shy away from their personality because they don't think it'll unlock more business success. But this isn't true. In fact, by embracing your personality, not only will you improve your business, but you'll increase your daily happiness too. That's why I'm explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around. Listen now. Show highlights include: Why personality-based marketing not only increases your results, but also skyrockets your happiness (1:43) How Jeff Bezos's physics failure can jack up the success of every marketing campaign you try (2:57) Why ignoring or abandoning your weaknesses unlocks an unfair advantage against your competitors (6:49) The single best personality test for building your financial advising business and improving your marketing (7:49) How tweaking your business to better fit your strongest personality traits makes it impossible for your clients to leave you (and how to do this for all 6 personality traits) (12:23) The fatal flaw of relying on a single marketing channel that puts your entire business at risk (16:03) The "Pollard Principle" which explains why promoting internally usually backfires on you (23:56) 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan 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.

Discover the 7 reasons why financial advisors struggle to get clients, including the importance of marketing assets and a strong value proposition. Learn how to avoid common mistakes like relying solely on outbound marketing and not picking a niche. Find out how to make your competitors irrelevant and create an irresistible value proposition for your ideal clients.

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.