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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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Since one of the perks of subscribing to my Financial Advisor Marketing newsletter is direct access to asking me any question you have via email, I have direct access to financial advisors biggest worries, fears, and yes, questions about marketing. In fact, there are 5 marketing questions financial advisors constantly ask me that I consider as “wak…
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During my Inner Circle Member Office Hours (which happen exclusively for Inner Circle members on the second Tuesday of each month), a member asked me how I’d market an advisor with $100,000 in capital. And so, I wanted to give you the exact step-by-step framework I’d use if I had an extra $100,000 to spare for an advisor. Best part? You don’t need …
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While I love when financial advisors read marketing books to level up their skills… Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect! That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle…
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I’m not the richest person in the world, but I have done well with my money. Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them. In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I …
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According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior. His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior. And you know what? A lot of financial a…
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You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business. But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it. This is something nearly every billionaire has had to figure out. The good news is that in…
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If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can. But there has also never been more opportunity throughout all human history. And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly res…
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Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature. Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible. But there’s a secret to reduce your prospective…
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How would your business grow if you booked—and converted—as many appointments as you can possibly handle? Well, I have good news: In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part? It’s a deceptively simple, yet wildly effective 5-step method. And you’re just…
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Financial advisors aren’t typically the best marketers… But could you be a horrible marketer? Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer. Why? Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput. Li…
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There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either. How come? Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable. The more books from these top 10 lists you c…
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There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode. Worst part? Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered. I…
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If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads. Why? Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert. On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not…
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Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way. Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement. Are you making any of these 10 specific marketing mistakes I reveal in this ep…
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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account? Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients? And if your business was healthier, do you think you could be a better pa…
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Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show. Worst part? There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t …
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I’m giving you a gift today: I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma. Not only will this single trick help you get more clients, but it also helps you attract higher quality …
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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate… When I did, I found out the hard truth: Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs. This might not be your favorite thing …
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If you’re struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others. The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, …
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I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals. Why? Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if …
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Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes. Because here’s the thing… While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter…
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When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up. For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard…
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After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line. But mo…
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I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. How did I do it? Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made …
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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 y…
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