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Financial Advisor Marketing Podcast
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Financial Advisor Marketing Podcast

Author: James Pollard

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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 financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients.

If you listen to this podcast, I think you’ll find three things to be true:

First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity.

Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses.

And third, I don’t take myself too seriously. I joke around, laugh, and have fun.

If any of this appeals to you, I encourage you to listen.

~James Pollard
290 Episodes
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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 clients who are more willing to listen to you instead of causing headaches. Best part? Since only a small pool of marketers know this, you’ll instantly become leagues ahead of every financial advisor you consider a competitor.  Listen now. Show highlights include: The “Psychological Ventriloquism” secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09) How to “hire” your prospect’s brain and make their brains convince them that they need you as their financial advisor (3:59)   The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22)  How changing the way you ask questions can be the difference between landing three clients this month or none (8:42)  2 ways to use social media to “pre-sell” prospects on you being the perfect advisor for them (10:56)  How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01)  2 big mistakes when using “Psychological Ventriloquism” that can make your ideal clients flee to your competitors (18:23)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 
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 to hear. But it’s true. But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t. Listen now. Show highlights include: How labeling yourself can conspire forces against you (instead of helping you) (1:33)  Why do so many financial advisors think they have imposter syndrome? Here’s the hard truth… (3:28)   2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you’re faking (3:48)  Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40)  Mark Twain’s secret for eliminating your worries (12:48)  An instant solution if you always think you’re going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 
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, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract.  Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you.  In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective.  Listen now. Show highlights include: How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38)  The truth about why marketing and sales books don’t work for financial advisors (1:16)  How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26)  Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51)  The almost too obvious way to build genuine trust with your target audience (12:04) This book is the single best wealth creation machine for financial advisors that I’ve ever come across (15:10)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection-busting” and copyright-free emails, personally written by me, that you can use right away to begin getting more clients.  Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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 you don’t do something about it soon, it will devour your freedom—both financial and personal.  But you know what?  Like with any addiction, awareness is the first step. And after listening to today’s show, you won’t be able to use that excuse anymore.  Ready to learn the cold, hard truth about why you’re not accomplishing your goals?  Listen now.  Show highlights include: This audiobook reveals exactly why you make bad decisions (and prevents you from making bad decisions in the future) (0:40)  The nastiest addiction financial advisors have that threatens their business, influence, and bank account (4:23)  Why constantly achieving your goals can actually prevent you from the destination you’re striving for (5:12)  How enjoying “the grind” makes it all but impossible to stop grinding (unless you want your business to suffocate) (6:43)  Are you making this mistake when running online ads? Most financial advisors do… Here’s how to tell if you are (14:49)  4 reasons why financial advisors fear success (16:50)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 
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 how long you’ve been in the business or how many clients you currently have.  Best part?  While these mistakes can bubble underneath the surface, they’re also easy to fix.  In today’s show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.  Not only does this alleviate your worries, but it can also grow your business.  Listen now.  Show highlights include: How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06) Why seasoned financial advisors feel the “sting” of this marketing mistake more than brand new ones (3:13)  The “new client” trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01)  How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08)  Why outsourcing your website or email copy can make your dream clients run away from you (12:29)  How to “borrow” credibility, trust, and even clients from other professionals (13:49)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT
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 and generate no returns.  In fact, after having thousands of discussions with new financial advisors, I’ve found that there are 7 specific mistakes new advisors make that sabotage their marketing results.  In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them.  If you’re a new advisor, you can’t afford to skip this episode. But even if you’re a seasoned advisor, there’s still a chance you’re making one of these 7 mistakes.  Listen now.  Show highlights include: Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53) How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53)  Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46)  How your friends and family limit your growth potential (even if they don’t intend to) (10:22)  Failing to understand THIS makes it nearly impossible for you to succeed (11:15)  Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27)  The “Stretch You” secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31)  The insidious “Do More” trap new financial advisors fall into that keeps them broke and unstuck (17:10)  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. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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 most financial advisors aren’t even aware of these five elements.  In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want.  Listen now.  Show highlights include: Why studying landing pages and websites from the best marketers can actually make yours worse (1:44)  How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25)  The “Try Enough” marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08)  The insidious “Three Feet From Gold” trap financial advisors’ marketing campaigns fall into that devours your ROI (4:47)  Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05)  3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51)  The exact amount of time you should let your winning ads run for (12:30)  How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00)  Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24)  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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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 it exclusive instead of inclusive. And I even charge for it instead of giving it away for free.  In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business.  Listen now.  Show highlights include: How paying more for your leads (instead of less) generates more revenue for your business (0:49)  Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48)  The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14)  How making yourself less available makes you more attractive to your best prospective clients (4:30)  Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20)  The $1 secret for turning your current lead magnets into actual client-getting machines (8:51)  How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15)  Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20)  The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31)  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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.
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
There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.  But there’s one tiny problem with this… None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence! That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line. That’s the bad news.  The good news? In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too. Listen now.  Show highlights include: You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)  The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)  The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)  Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)  How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)  The top 4 marketing channels that high growth financial advisors use (19:14)  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 actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.
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.
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.  Why don’t they ask?  Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year.  That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets.  Want to grow your client base in the easiest and most reliable way possible?  Listen now.  Show highlights include: How to double your referrals this year (even though it’s never been harder to reach interested prospects) (3:38)  Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58)  Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54)  The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51)  How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42)  Use this 7-word phrase whenever you’re in a tricky sales situation to position yourself as the expert authority (14:49)  How asking this simple question can land you your largest client by the end of the year (20:55)  The advanced “Double Readership Path” copywriting trick for transforming your website into an appointment-setting machine (27:35)  Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.   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 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.
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