Financial Advisor Marketing Podcast (James Pollard)

99% of people will never get into the top 1% of anything. That’s just simple math…  But that doesn’t mean you’ll never get to the top 1%. 

In fact, while becoming a top 1% financial advisor isn’t easy, it’s a lot simpler than you think. 

Why? 

Because you just have to do the simple things that 99% of people aren’t willing to do. Sure, they take time, energy, and effort. But so does pursuing anything worthwhile. 

In today’s show, I’m revealing how—with brutal honesty—to get ahead of 99% of people. Now, you may not like the wisdom I share in this episode, but if you commit to it, you will be in the top 1%. 

Listen now. 

Show highlights include:

• How to attract wealth your way by treating your business success like a marriage (6:18) 
• One question you must ask yourself if you ever want to enjoy being in the top 1% financially (6:53) 
• The “ancient text” secret for becoming a top 1% financial advisor who gets to pick and choose your clients instead of chasing after them (7:25)
• Why only reading Amazon best sellers limits your wealth potential (and why ancient books like The Bible will help you make more than $600,000 per year) (8:54) 
• The 4-word affirmation to repeat to yourself that delivers a treasure trove of opportunities and wealth to your doorstep (9:37) 
• How to become more successful than 99% of people by simply looking at this app on your phone (12:37) 
• Why setting massive goals where you experience humiliating defeat leads to more successful than going with the flow (18:00) 
• 3 dirt-simple ways to stand out to your ideal clients like a diamond in a truck full of coal (21:19) 

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

There’s only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they’ll never become a client. 

Luckily, you don’t have to become a professional marketer to have a convincing website that attracts clients. In this episode, you’ll discover how the top 100 independent financial advisors get clients with their websites. 

Want to apply their lessons to create a website that attracts red-hot leads and gets you more clients? Listen now!

Show highlights include: 

• The 2-second gut check that gets potential clients to trust you before they read a word on your website. (4:19)
• Why putting a phone icon on your website can reduce your lead flow by 48% (and what “icon” to use instead). (5:35)
• How a quick 3-minute phone camera video can improve your website’s conversion rate by up to 80%. (7:05)
• The two most likely places prospects look for financial advisors (and how to make sure you show up in both). (10:14)
• Why more than half of investors have rejected financial advisors because of their Facebook profiles. (17:42)
• One strategy 70% of millionaire financial advisors all have in common (you can implement this by tomorrow) (18:50)
• The highly profitable marketing strategy only 20% of financial advisors are using. (20:53)

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 the https://TheAdvisorCoach.com/Newsletter 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Links mentioned on the show: 

https://www.theadvisorcoach.com/financial-advisor-websites.html

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.

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 “wake-up calls” you need to hear. 

Why? 

Well, if you have any of these questions, it tells me you’re making some fundamental marketing mistakes that can plant the seeds of destruction in your business (even if you’re succeeding today). 

In today’s show, you’ll discover what these 5 questions are and how to address them before they gobble up your business. 

Listen now.

Show highlights include:

• How to solve almost every marketing problem you encounter by simply talking to this specific group of people (6:04) 
• The “Other Person’s World” secret for pumping out engaging and persuasive content that fills your calendar with high-quality appointments (7:03) 
• Why unfounded optimism can cause your entire business to crumble from the bottom up (9:04) 
• How perfectionism steals more wealth from financial advisors than anything else (and why the “fire, then aim” approach prevents this)  (13:05) 
• The counterintuitive way your current results stifle and suffocate explosive growth (18:47) 

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 

There’s no shortage of marketing “experts” who are confident they know what they’re talking about.

But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case.

Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it.

Today I’m tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you’ve swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects.

Listen now!

Show highlights include:

• The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54)
• How the “more traffic equals more clients” marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31)
• The Cold Calling Debate: Cold calling is often dismissed as a “scale fail,” but you don’t have to abandon it completely. Here’s how to leverage its benefits, and when to stay away. (8:23)
• The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41)
• Why you can’t “build it and they will come.” And what even the best website needs to draw prospects who actually want to work with you. (11:30)
• How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06)

Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge 

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

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/ 

You probably started your business to control your time and income. But if you’re like most advisors, you’re working nights, always think about work and feel guilty about taking days off. 

You deserve better. But it won’t happen unless you automate your business. If you don’t create systems that work on autopilot, you’ll never get your free time back. 

In this episode, you’ll discover the 3 most important systems for a financial services business. Want to stop neglecting your family, friends and hobbies and reclaim your free time? Listen now!

Show highlights include:

• Why you need an “attraction system” to free yourself from the constant hustle. (7:39)
• How to get free leads from LinkedIn without cold-messaging anyone. (10:33)
• The one marketing channel that solves all your follow-up problems on autopilot. (13:44)
• Why most of your website visitors will never become clients (and how to fix it). (13:58)
• How to make sure your clients stick with you and love your work. (15:26)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half.

But hiring the wrong virtual assistant, or hiring before you’re ready, can increase your workload, expenses, and stress. 

In this episode, you’ll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it. 

Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now. 

Show highlights include:

• The “ADE Method” for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44) 
• How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35) 
• Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25) 
• How to land top-tier virtual assistants (even if you can’t pay them as much as they want) (8:59) 
• The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43) 
• Why hiring an “A-Z” financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57) 

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.

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

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. 

And I get it: Outsourcing your lead generation to a third-party company is appealing. 

But there’s a big, fat problem with buying leads:

It’s like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels. 

That’s the bad news. 

The good news?

In today’s show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients. 

Listen now.

Show highlights include:

• Why buying leads is like stuffing your savings account for a 1% return (1:28) 
• How to get highly qualified leads for as little $7.50 per lead (3:06) 
• The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29) 
• Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08) 
• How to land 10-40 new appointments by only investing $1,000 in this “forgotten” marketing channel (15:57) 

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

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.  

Listen now.

Show highlights include:

• The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24) 
• How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42) 
• The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34) 
• How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54) 
• How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40) 
• The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40) 

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 

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

You’ve probably heard about content marketing before while researching marketing strategies to bring in more clients.

But one big problem is: Many entrepreneurs create content just to create content—NOT because it’s actually useful. 

The real way to do content marketing that works is by creating useful content that helps your target market and actually gets you more appointments. 

How? In this episode, you’ll find out 3 tips that’ll make you the advisor who magnetizes clients and have leads pour in rather than chasing people. 

Listen now! 

Show highlights include: 

• Why NEVER to talk about stock market events in your email content. (2:37)
• How “turning into Yoda” helps you attract more clients and makes them feel like heroes for working with you. (7:55)
• Why creating free content should cost you a lot of money. (15:52)
• Worried about prospects not reading your content? Here’s why most readers dropping out is a good thing. (19:20)

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 TheAdvisorCoach.com/webinar to register today. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

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

If you’re currently struggling to add more clients to your business, it might sound impossible to land clients by next week.

But if you had to for your survival, you could. You’d surprise yourself with creativity and energy to land clients. And land them now.

In this episode, James shares exactly how he would get clients now as a financial advisor. Listen and implement these strategies so you can add a client as soon as tomorrow.

Don’t continue to struggle while others close the clients you want to work with. Listen now and join the financial advisors who have all the clients they want and enjoy the lifestyle they deserve.

Show highlights include:

• How to get clients as a financial advisor—even when you don’t know a single soul in your city. (8:10)
• The first thing you have to do to get clients as a financial advisor (this is NOT optional, any other steps after this are useless if you don’t do this first.) (9:00)
• What to say to whom to land other people’s wealthy clients (even if you don’t know them). (11:00)
• Why marketing can be a waste of time if you need clients (and why it’s crucial anyway). (14:40)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and make more money yourself.

Referrals from current clients are one of the most popular ways of attracting new leads. But the most popular strategies for getting referrals are business killers. They make your clients leave you and make you look unprofessional.

In this episode, you’ll hear about the most common ways financial advisors destroy their reputations when they ask for referrals.

You’ll also find out exactly when to ask for referrals in order to gain trust.

Listen now to generate enough referrals to become the most sought-after financial advisor in your market.

Show highlights include:

- Why referrals should be a side effect of doing good business, not the core of your business. (8:30)
- Why you should never “brainstorm” referrals with your current clients. (8:40)
- Which words you must hear from your client before asking for a referral—and how asking too soon causes your clients to run and choose your competitors. (10:40)
- Why NOT to ask your clients for referrals during your regular financial planning meetings. (13:30)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Recommended Resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all. 

Here’s why that’s good news: 

After listening to this episode, you’ll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them. 

Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too.

Listen now. 

Show highlights include:

• How to get your clients to implement more of your financial plan by acting like a beautician (4:02) 
• Why giving your clients more financial options terrifies them and sends them to your competitors (5:35) 
• The simple “Next Step” secret for ethically forcing your clients to implement your financial plan (10:17) 
• 3 bulletproof ways to design your financial plan for maximum implementation (12:38) 
• How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57) 
• The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25) 

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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

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

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. 

Why are some financial advisors living the dream while others are scraping by? 

It’s all about your mindset:

If you think small, you’ll be average. If you think big, you can build a business that makes you wealthy and sets you free.

In this episode, you’ll find out how to think big to attract more clients while working less and build your dream business.

Want to level up your thinking? Listen now!

Show highlights include: 

• Why changing your “identity” puts success on autopilot (even if you never try to change your behavior).  (3:45)
• How hanging a clock on every wall in your house can make you more efficient, wealthy and productive. (6:29)
• Why most ambitious people stay average (and how average losers infect you with their mediocre thinking). (11:32)
• The counter-intuitive reason “easy buttons” sabotage your results (even if they work). (12:07)

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.

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/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. 

But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes.

If that’s you, don’t worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere. 

In this episode, you’ll discover what that factor is and how to leverage it to attract more clients than you can handle. 

Want to attract the clients you deserve for all your hard work? Listen now!

Show highlights include: 

• The 5 most common reasons prospects don’t buy (and how to refute them to close the deal) (1:16)
• The “No Frame of Reference” problem that keeps your le(even if they trust you and are desperately looking for an advisor) (2:16)
• Why better content, social media posts or headlines are useless without a planned-out marketing strategy (6:18)
• How writing the best educational content in your niche doesn’t get clients (and how to fix it by putting a simple link into your articles) (13:52)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you’ve been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don’t work out or they’re not a fit for your business. 

But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you’re lucky—sends you a one-sentence rejection? 

Then you’ve probably committed one of 3 “sins” that turn off potential clients and make them abandon you. 

In this episode, you’ll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account.

Show highlights include: 

• The biggest problem with financial advisors’ websites–which has nothing to do with design. (7:28)
• Why not turning your phone off during meetings can turn your prospects off. (11:43)
• The only person that matters in a meeting with your clients or prospects (hint: It’s NOT you). (13:50)
• What you can learn from broadway plays about landing more clients. (17:15)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

You’ve probably already heard that LinkedIn is one of the best marketing channels for financial advisors. 

But creating an account and uploading a picture in a suit isn’t enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you’re ready to find out how to do that! 

Today, you’ll hear about 3 rules that let you set appointments and generate clients using LinkedIn. Ready to become the financial advisor that has dream prospects on the phone every day? 

Listen now!

Show highlights include:

• How to get LinkedIn to put you in front of your target market without lifting a finger. (8:05)
• The biggest mistake financial advisors make in their first message to a prospect—doing this makes people ignore you immediately. (12:28)
• Why most people distrust you right from the start—and how to earn people’s trust and make them your clients. (14:45)
• How to make money with LinkedIn from your couch—without missing your favorite show. (19:08)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. 

Those tactics can build a mediocre business. But they won’t attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you. 

Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now!

Show highlights include:

• The “Layer Cake Method” that makes your ideal clients chase you. (6:55) 
• Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48)
• How dumbing down your marketing attracts smarter, wealthier clients. (12:11)
• Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37)
• How your website supercharges your marketing (even if no one ever visits it). (23:18)
• 3 “Mad Libs”-like exercises that show you exactly what to say to clients. (28:15)

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 the https://TheAdvisorCoach.com/Newsletter 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 become an even better marketer? Check out these resources too: 

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence. 

This tactic? 

Teaching. 

Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money. 

But for some reason, financial advisors think that teaching is the only way to build credibility. Not only are there plenty of other ways to build credibility, but they’re all more effective too. 

In today’s show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns. 

Listen now. 

Show highlights include:

• The single most important rule of financial advisor copywriting that you must obey if you want results (1:27) 
• How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31) 
• Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24) 
• How MLK’s “I Have A Dream” speech can boost your marketing conversions almost overnight (10:17) 
• The “Centers of Influence” secret for using other people’s credibility to fuel your own (14:35) 
• Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50) 

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.

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week. 

But this is the worst way to set up your email strategy. 

Why?

Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services. 

But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients. 

In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send. 

Listen now.

Show highlights include:

• Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32) 
• The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20) 
• How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49) 
• The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00) 
• How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08) 
• Why making your clients pay more for your services actually “forces’: them to get better results (15:49) 

If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis 

Need help getting more clients as a financial advisor? I created a free, 47-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

A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle.

Why? 

Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients. 

If you don’t fix these 7 mistakes, you will struggle to get clients forever. Sounds harsh, but it’s true. 

The good news is, if you listen to—and implement—everything in today’s episode, you’ll never starve for clients again. 

Listen now. 

Show highlights include:

• The “inversion” secret that twists your failures into raging success stories (1:01) 
• Survey finds 83% of financial advisors are hypocrites… Find out if you’re one here: (1:43) 
• Why only relying on outbound marketing makes your business slowly wither into oblivion (7:27) 
• The “MMS” philosophy for marketing that keeps the appointments rolling in (7:57) 
• How building a “Marketing Asset” brings in consistent cash flow like a high-paying dividend  (9:48) 
• The single biggest mistake financial advisors make when picking a niche that forever stunts their growth (11:34) 
• How traditional lead gen companies subtly cripple your business from the inside out (12:40) 
• The “Charlie Sheen” secret for making your competitors utterly irrelevant  (13:45) 
• 4 ingredients for creating an infectious value proposition that your ideal clients can’t resist (only 26% of Baron’s Top 100 even do this!) (17:10) 
• How changing a few words in your vocabulary can be the difference between landing a new client or watching them slip through your fingers (18:4I love 5) 

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.

If you’re a regular listener of this show, you know it’s usually about high-level strategies. The “do this, then that” tactics are usually reserved for paying customers. 

But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream. 

Want to find out what’s working now and see if your question got answered? Listen now!

Show highlights include: 

• The step-by-step social media marketing system that gets clients to reach out to you. (3:58)
• Hidden dangers of templated content that make you look like any other advisor. (23:23)
• How to find content for your specific niche that already works for others. (26:08)
• What to say when a prospect wants to wait until the market gets better. (33:53)
• The Australian sales whiz who can help you put sales on “easy mode”. (40:40)
• How to engineer referrals from people who’ve never met you or talked to you. (41:45)
• The “Feature Act” method to grow your audience and reach more ideal clients online. (45:00)
• How to create content that shatters prospects’ objections before they ever talk to you. (46:37)

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 the https://TheAdvisorCoach.com/Newsletter 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 become even better at marketing? Check out these resources too: 

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested. 

But if you can deal with “I’m not interested”, you can discover what’s holding your prospect back and might even land more clients.

Want to discover how to deal with objections and close more clients? Listen now!

Show highlights include: 

• Why convincing uninterested prospects makes them run from you and ensures they’ll never become clients. (7:15)
• How a 1960s copywriter can teach you to convert leads into clients (even if they’re “not interested”) (8:29)
• The “Numbers on the Board” mindset that makes prospecting easy (while you’re getting rejected left and right)
• Why declining meetings and rejecting red-hot prospects is the best way to get more high-value clients. (16:12)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow?

You can’t. Sure, “gurus” out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds.

The truth is: There’s no effortless way to succeed as a financial advisor. But you can use leverage, scale and systems to generate leads, close clients and minimize your work hours. 

In this episode, you’ll find out exactly how to build the business you want instead of slaving away at work that gets you nowhere.

Listen now!

Show highlights include: 

• If you’re cold-calling, emailing or going to networking events, your marketing isn’t good enough. Here’s why. (11:14)
• How to eliminate prospecting and reach thousands of people with a few hours of work. (12:10)
• If you’re smart enough to not believe in overnight success, build these 4 marketing assets now. (13:43)
• How a video with 6 views can make you rich. (14:11)
• Why a single blog article, YouTube video or podcast episode is worthless. (15:51)
• If you want to make it in the long-term, you have to build these two things right now. (17:40)
• How to make “passive income” as a financial advisor. (22:31)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects. 

But many advisors send email after email and only get unsubscribes. That’s because they’re making crucial mistakes that alienate prospects. 

In this episode, you’ll discover what these mistakes are and how to fix them so that your email marketing magnetizes new clients. 

Want to supercharge your email marketing? Listen now!

Show highlights include: 

• How to build a client attraction machine by only writing 5 emails. (3:02)
• The 80/20 of email marketing that gets you results without writing every day (5:25)
• The stupid easy way to get appointments with email marketing (6:08)
• Why getting compliments from readers is a death sentence for your conversions. (9:25)
• How telling people not to subscribe gets you more appointments and clients (10:42)
• Why a terrible landing page makes all your email marketing useless (14:10)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won’t attract the clients you want. 

But you don’t have to resign and rely on harassing strangers who don’t want to hear from you. In this episode, you’ll find out about 3 marketing strategies that work for financial advisors right now.

Want to get the cutting-edge marketing strategies that work today? Listen now!

Show highlights include:

• Why other advisors’ “best practices” can kill your marketing results. (2:26)
• A marketing channel the leading consulting firm McKinsey & company called “40 times more effective than Twitter and Facebook combined”. (4:18)
• How to make more money on social media without closing a single client. (8:30)
• The “one-to-many” marketing strategy which multiplies your lead flow and gets you clients on autopilot. (9:41)
• Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58)
• Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49)
• How to get your best clients to refer their wealthy friends to you without being annoying.(13:32)

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 the  https://TheAdvisorCoach.com/Newsletter  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 find out even more about building your business as a financial advisor? Check out these resources: 

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You go after specific people when you look for clients. You’re looking for people who have more money than time. You need people who need financial advice.

But they can be hard to find—after all, most rich people spend their time doing productive things instead of clicking on social media ads or reading junk mail.

But there’s one platform on which you’ll uncover a treasure trove of potential clients. The platform will even list people in your specific niche—and it’s free, too.

In this episode, you’ll hear what this platform is, how to best leverage it and avoid the biggest mistakes financial advisors make on there.

Show highlights include:
-How to crack $1M as an average financial advisor (imagine what’s possible if you’re above average!). (3:15)
-People hate to get interrupted at work—here’s how to get your prospects to think about you in their free time. (5:30)
-If you don’t want a job, but clients—never do this. (9:35)
-The single worst sales strategy online. Do this and a sleazy reputation will precede you. (10:45)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Recommended Resources:

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html 

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 episode? 

There’s only one way to find out:

Listen now.

Show highlights include:

• How to become the go-to expert in your market (even if most advisors never reach this status) (2:34) 
• 3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06) 
• How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)   
• The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22) 
• Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26) 
• Why using jargon in your website copy scares your best clients to your competitor (14:12) 
• How to simplify your messaging (without dumbing it down) (14:36) 

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

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can’t sell, you don’t get clients. 

And without clients, you don’t have a business. 

That’s why many financial advisors look for sales advice online… and embarrass themselves when they follow it. 

Some of the most popular sales tips are either plain wrong or don’t work for financial advisors. 

In this episode, you’ll discover 5 “tried and true” sales tips that can torch your reputation and drive prospects to your competitors (and the alternatives that actually get clients)

Want to improve at sales without sounding like a used car salesman? Listen now! 

Show highlights include: 

• Why learning how to close sales is a waste of time (and the simple sales skill that gets clients). (2:03)
• The counterintuitive reason firing clients grows your business. (4:21)
• Why shy introverts can be better salespeople than schmoozing extroverts. (7:23)
• How sales coaches can be a useless expense if you don’t serve a specific niche. (8:55)
• Two simple sentences that make your marketing materials more effective (even if you ignore all other marketing advice) (13:15)
• The “Anti-Sales” approach that ignores sleazy sales and attracts trustworthy clients (14:12)
• Why an out of print sales book from 1972 teaches you more than any course, seminar or coaching program out there. (15:45)

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.

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/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.htmlhttps://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche.

Why?

Well, many believe that Christians aren’t as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you’re a fellow Christian.

That’s why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche.

Listen now.

Show highlights include:

• Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20)
• How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03)
• The counterintuitive way “Faith-dumping” on prospective Chrsitian clients can repel them away (11:15)
• How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25)
• The ad copy trick for calling out your intended audience without offending them or breaking Facebook’s rules (27:31)
• The sneaky “Image Secret” for ads so you only attract your ideal clients (29:35)
• How productizing your financial advising services can double the amount of clients you can serve (34:17)

If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/

Need help getting more clients as a financial advisor? I created a free, 47-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

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients. 

But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years. 

The difference between success and failure isn’t in the marketing tactics, the networking or the company. It’s in their mental state. 

When you build your business with a focused mind and a positive attitude, you’re unstoppable. But even a lifetime of experience won’t help if you secretly hate what you do. 

In this episode, you’ll discover how to put your mindset on “success autopilot”. 

Ready to get unstuck and remove the mental barriers to your success? Listen now!

Show highlights include: 

• Why empathy is an underrated skill that makes your clients stick with you forever (even when the market plummets). (2:57)
• The “Triple Focus” method that connects your sense of purpose to your business and unleashes incredible growth. (4:21)
• How to turn your natural strengths into a client attraction machine that works for you day and night. (7:38)
• Why embracing productivity is the no. 1 thing to boost your business (better than any education, seminar or coaching) (12:51)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time. 

But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever. 

But if you can clear up your thinking and leverage it for your success, you’ll reach your goals without even trying. 

In this episode, you’ll find out how to de-bias your thinking to make your wildest dreams come true. 

Want to create success on autopilot by removing your biases? Listen now!

Show highlights include: 

• The simple strategy that could add 3 clients every month (even if all of your marketing underperforms) (1:03)
• How “Overconfidence bias” makes you expect unrealistic results (and kills your happiness when you don’t achieve them) (4:03)
• Why doubling, tripling or quadrupling your income is possible by next year (unless “anchoring bias” is holding you back) (8:58)
• The insidious way the “Ostrich Effect” keeps you from seeing your business in a realistic way (13:51)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube. 

So, how did I do this? And more importantly, how can you “mimic” my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services? 

I reveal this—and a bunch of other helpful tips, tricks, and mistakes—in today’s episode. 

Want to leverage YouTube to fill up your pipeline? 

Listen now. 

Show highlights include:

• Why you don’t need a ton of YouTube views to leverage YouTube to fill your calendar (and how to get more views anyway) (1:54) 
• The cold, hard truth about why most financial advisors struggle with YouTube (3:58) 
• How creating your title and thumbnail before you create your video surges you with relevant views (4:20) 
• The counterintuitive reason blindly writing your YouTube titles for search suffocates your views (and what to do instead to boost your views) (4:49)  
• How to leverage YouTube’s algorithm to force them to show your videos to your target audience (6:45) 
• Can you actually use YouTube to generate inbound leads to your website and email list? Yes, and here’s how… (7:22) 
• A few examples of terrible YouTube titles that financial advisors probably think are great (14:33) 
• Trying to build a YouTube channel as a financial advisor? Here is the single best opportunity to get lots of views (16:33) 

Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to 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.

Most financial advisors are good at their craft, but aren’t great at generating leads and turning them into clients. There’s one sweet-sounding alternative to generating leads: Buying them.

But buying leads won’t jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up and lower your income–even if you make a buck or two in the short-term. 

In this episode, you’ll find out the 4 reasons why buying leads is bad for your business–and how to actually get the leads you need to build the business you want. 

Ready to stop being a nobody and become a trusted advisor serving grateful clients? Listen now!

Show highlights include: 

• Why buying leads puts you in the passenger seat of your own business. (7:20)
• What bank robbers can teach you about lead generation. (9:25)
• 2 ways lead generation companies will screw you–even if they’re “nice” people. (12:40)
• Why you won’t find millionaires on lead lists—and where to find them. (18:13)
• How “fake millionnaires” can clog up your schedule, burn your money and ruin your business. (19:07)

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 TheAdvisorCoach.com/webinar to register today. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Being a financial advisor isn’t easy. You face a lot of stress, rejection, struggle and disappointment. You know it’ll all be worth it in the end, but you’ll have to conquer your fears and struggles. 

And if you’re mentally weak, you’ll succumb to the pressures of these negative things. If you want to be successful, you need to be mentally strong. In this episode, you’ll find out how to strengthen your mind and overcome any challenge you’re facing. 

Show highlights include:

• The easiest step to becoming mentally tough (if you don’t do this, nothing else will work). (8:31)
• How stress makes you tougher and can grow your business. (12:51)
• How thinking negatively makes you mentally tougher and makes your outcomes more positive in the end. (15:38)
• How “momentum” lets you achieve more while feeling better. (19:40)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Chasing clients sucks. If your skeptical prospects object at every word you say, you’ll not only stay broke, you’ll also hate your work.

The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they’ll even come to you on autopilot (never make a cold call again).

This might sound impossible, but it’s what all the rich advisors do. In this episode, you’ll find out how they make pre-sold leads come to them.

Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now!

Show highlights include:

• How to get faster results with inbound marketing. (4:35)
• The most important to link on your website—this tiny change can multiply your results. (11:30)
• How to write content that gets you ranked on Google and convinces prospects. (13:12)
• The exact amount of keywords to focus on for more Google traffic. (21:30)
• How one advisor “infiltrated” corporate executive suites with his content. (29:49)
• An overlooked traffic strategy that also starts profitable relationships for you. (33:24)
• Why NOT to do cold outreach, no matter what gurus tell you. (36:56)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions. 

That means that 92% of people fail to achieve their goals! 

How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year? 

Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing. 

Think you could achieve your goals when success is easier than failing? 

Listen now. 

Show highlights include:

• Want to make an extra $50-$100k in 2024? Here’s how 143 financial advisors achieved that last year (2:36) 
• 3 of the best “website traffic getting seeds” to help you harvest more website views and turn them into paying clients (5:33) 
• The weird, but powerful “I am a failure” mindset tweak that allows you to transform your shortcomings into success (9:14) 
• 92% of people fail to achieve their goals… Here’s how the “input secret” ensures you’re in the 8% of people who achieve them (10:36) 
• How to level up your marketing knowledge so that you’re a better marketer than 99% of financial advisors by January 1st, 2025 (15:17)
• Why setting tiny goals you can stick with grow your business’s revenue more than massive goals (16:08) 

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.

You’ve heard internet “experts” talk about giving value before doing business with someone. Following their advice might kill your business.

You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term.

In this episode, you’ll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love.

Show highlights include:

• How to make yourself implement all the business-boosting information you consume. (3:20)
• What separates smart financial advisors (who get rich) from those who stay poor. (4:25)
• Why you don’t need a webinar or other fancy marketing systems to run a successful business. (5:45)
• The biggest mindset mistake financial advisors make in their marketing (you can stop all your marketing if you don’t correct this). (8:30)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively. 

There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance. 

That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’ll also discover how to minimize the impact distractions have on your productivity. 

Want to grow your business by becoming more productive? 

Listen now.

Show highlights include:

• The “Capture Everything” secret for staying productive even when life happens and your workload constantly changes (3:31) 
• How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02) 
• The “CPE” method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41) 
• Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55) 
• How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55) 
• How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30) 
• Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55) 
• How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24) 

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.htm

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth. 

But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it’s not even possible to make $500k per year. 

If that sounds like you, I have good news: 

In this episode, you’ll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone. 

Listen now. 

Show highlights include:

• The “10% Body Fat” secret for becoming a millionaire in the next 10 years (or sooner) (3:43) 
• The only 2 things you need to clear $500k in revenue per year (4:57) 
• How a guy in Japan gets paid to do absolutely nothing (and how to use this “skill” in your financial planning business) (5:42) 
• Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25) 

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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

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

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business. 

Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing. 

Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business). 

In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it.  

Listen now.

Show highlights include:

• The trick for being able to sell your business for profit instead of closing it for nothing (2:35)  
•  How the “Infinite Banking” concept gives you more access to cash (even if most financial advisors write it off) (3:50) 
• Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34) 
• The “Rhythms” secret for growing your business (without sacrificing time with your family) (11:28) 
• The one overlooked “skill” many financial advisors lack that means more to your clients than a wall full of certifications (12:44) 
• The simple “STILL Method” for mastering marketing, finances, and even physical fitness (17:01) 
• How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29) 
• 3 key steps to consider when rebranding your business so you don’t make time-devouring mistakes (41:30) 

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

Let’s be real: You’re more ambitious, more skilled and more hard-working than most people. 

That’s not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you’re not careful, your ambition can harm your business and keep you from achieving financial freedom. 

In this episode, you’ll find out what makes financial advisors wealthy in the long-term and how to avoid the mistakes of all those who gave up and stayed poor. 

Want to leave the “crash and burn” tactics for your competitors? Listen now!

Show highlights include:

• An overlooked target market that has multiple six figures to invest. (4:31)
• What marketing is really about (it has nothing to do with “giving value”) (5:44)
• One question that gives you instant clarity on how to handle your own finances. (6:31)
• How a tiny investment separates dream clients from tire kickers. (12:48)
• Two things to work on before you buy a fancy watch, car or boat. (14:52)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors are great at setting goals like “Build a six figure business”, “only work with awesome clients” or “get 15 new clients this year”. But most advisors fall way short of their goals. Why? 

They’re not powerful enough. Powerful people achieve the goals they set out to achieve. Luckily, you don’t have to be elected into public office to gain power.

You can choose to become more powerful today. You’ll find out exactly how in this episode. Want to stop watching others achieve your dreams and live them yourself? Listen now!

Show highlights include: 

• Why trying out email marketing won’t generate any leads or sales (unless you follow Master Yoda’s advice). (2:35)
• Why the bold will always win over the timid (and how to make boldness as effortless as brushing your teeth). (2:59)
• How a burner cell phone will make your best prospects pick up the phone every time (6:36)
• How to weaponize cheesy “Live in the Moment” advice to build the exact business you want to run right now. (8:52)
• Why you need to cut mediocre people out of your life (and how it helps you build a business you’ll love). (13:27)

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 the https://TheAdvisorCoach.com/Newsletter 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

If you want to get fit, you’ve got to exercise every single day. If you want to get smarter, you’ve got to learn something every day. And if you want more clients, you’ve got to work on your marketing every day. 

If you’re not working on closing new clients every day, someone else will. They’ll gobble up your leads and dominate your niche. But you don’t have to let that happen. In fact, you can be the advisor dominating your niche without spending all day prospecting. 

In this episode, you’ll discover exactly what to do every day so you get more clients and get a leg up on your competition. Want to improve your business every single day? Listen now! 

Show highlights include: 

• How to acquire new clients in one bathroom break a day (with nothing but your phone). (5:37)
• The number one reason clients leave their financial advisors (and how to keep your clients forever with a simple greeting card) (9:09)
• How seemingly random changes in your business can attract more clients (even if you only do it once a week). (11:52)
• The step-by-step marketing method that shows you exactly what content works gangbusters in your niche. (17:45)

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 the 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.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

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients. 

Then there are other financial advisors who haven’t generated even one call from LinkedIn even though they post all the time. 

The difference? 

The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn’t. 

Here's the good news: Understanding, and then applying, the patterns isn’t as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There’s perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony. 

And in this episode, he’s sharing all his juiciest secrets, so you can dominate LinkedIn too. 

Listen now.

Show highlights include:

• The Life Events “feature” of LinkedIn that makes it the best social media channel for financial advisors (9:21) 
• How to become “famous” to your niche on LinkedIn (without writing a single word of copy) (10:00)
• The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03) 
• Why treating your LinkedIn page like a resume almost guarantees you’ll land no clients from it (13:24) 
• The “Direct Response LinkedIn” secret for writing infectious copy that surges you with high-quality sales calls (16:06) 
• The “DQRT” formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24) 
• Why copying and pasting content will bankrupt your business (even if it’s worked for you in the past) (25:23) 
• How talking about the nitty gritty of personal finance on LinkedIn doesn’t result in new clients (and what to post instead) (27:17) 
• The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14) 
• The “Golden Rule” trick for using LinkedIn to instantly create trust with people who you’ve never even talked to (45:09) 

If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton 

Need help getting more clients as a financial advisor? I created a free, 47-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

As a financial advisor, there may be one aspect to your “financial health” that you’re completely neglecting. In fact, most financial advisors don’t even consider it a part of their finances, but it trumps all other forms of finances. 

What is it, you ask? 

Your health! 

Not only will improving your health lead to better financial health (for you and your clients), but it’s also one of the best ways to ramp up your referrals and grow your business. 

In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health.

Listen now. 

Show highlights include:

• The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18) 
• How becoming healthier can actually magnetize your dream clients to you (5:38) 
• The sneakiest (and most effective) business growth hack for financial advisors (7:31) 
• 4 smoking gun signs that you’re on the road towards heart disease, diabetes, and cancer (8:31) 
• The “take out the trash” trick for keeping your stress levels low (even when you’re overwhelmed) (12:41) 
• How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14) 
• Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19) 
• How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25) 
• Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37) 
• The “Great 8” secret for simplifying and improving almost every aspect of your health (38:49) 

Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz 

Need help getting more clients as a financial advisor? I created a free, 47-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

When it comes to entertainment, the A-listers don’t need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for.

It’s the same for financial advisors: If prospects already know what you do, who you help and what results you get, you won’t face much resistance.

In this episode, you’ll find out how to stop introducing yourself and become the trusted advisor wealthy clients want. 

Show highlights include: 

• How “Marketing Incest” makes every advisor sound the same (and how to stand out in a sea of copycats). (3:06)
• How to spot a “fake guru” from their website address. (5:42)
• The hidden signal your introduction sends that scares prospects away from you. (9:04)
• Why cheesy 1950s sales tactics don’t work today (and a simple strategy that works today). (10:17)
• How sounding insecure and flawed gets you more appointments than “professional” sales scripts. (13:23)

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 the https://TheAdvisorCoach.com/Newsletter 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality. 

Instead, they make excuses:

They don’t have time because of their family, their day job takes up too much time… instead of taking action on their goals, they waste the potential they know they have.

In this episode, you’ll discover how to stop making excuses and reach your goals, no matter what circumstances you’re in.

Want to torch your excuses and finally take action on your ambitious goals? Listen now!

Show highlights include: 

• The oddball book that turns ADHD from an excuse into a superpower that lets you fast-track your goals. (3:03)
• Why some advisors build million-dollar businesses from terrible circumstances—while others never even make it out of the 9-5. (6:28)
• Why listening to podcasts will never make you successful (even if they motivate you) (12:12)
• Why you’re poisoning your mindset and keeping yourself from succeeding whenever you complain. (16:25)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you’re not making as much in your business as you’d like, I have some humbling news for you:

You’re letting your ego sabotage you! 

Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. 

But you know what? You don’t have to give into your ego. 

In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about. 

Listen now. 

Show highlights include:

• Puff Daddy’s “Ego Secret” responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53) 
• Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37) 
• How your ego tricks you into mutilating your wealth (without even realizing it) (5:59) 
• The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18) 
• Why hiring a marketing agency slowly cripples your growth (even if they’re making you more money) (12:57) 

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 yoru 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

Whether 2019 was your first year as a financial advisor or your tenth year, you’re probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life.

But for that to become reality, you need the right attitude, goals and knowledge. In this episode, you’ll find out exactly how you’ll make 2020 the best year of your life. 

Listen now to make sure you don’t look back at 2020 with regrets, but conclude that you’ve done everything you could. 

Show highlights include:

• Why traffic is the easiest part of marketing. (7:08)
• The goal-setting exercise that helps you reach goals 10x bigger than whatever you’re struggling for right now. (8:20)
• How a stopwatch can make you a more productive financial advisor. (15:52)
• If you can’t explain your goals to a 6-year old, they’re useless. Here’s why. (17:11)

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 TheAdvisorCoach.com/webinar to register today. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Starting out as a financial advisor is simple: If you join a big firm, you don’t have to build relationships with brokerages or create your own brochures and other marketing materials. 

But that comfort comes at a cost: Big firms can restrict how and where you market. They can limit who you work with and what your clients can invest in. 

But you don’t have to live with these limitations. Registered Investment Advisors (RIAs) have almost complete freedom in their business. 

This week’s guest Brad Wales helps financial advisors transition to RIAs so they can have complete freedom in their own business without worrying about company guidelines. 

Want to find out how to reclaim your freedom in your business? Listen now!

Show highlights include: 

• How “going RIA” gives you more flexibility and more revenue. (5:38)
• Why the “knuckleheads” in your firm restrict your marketing and lower your revenue (even if they have no authority and zero clients). (6:17)
• How the RIA model lets you take home 60-70% of the revenue you generate (if you’re willing to take on extra responsibility). (12:02)
• 2 words of advice that let you never worry about company restrictions again.(14:00)
• Why you’re indirectly paying expensive compliance firms (even if they’ve never sent you a bill). (18:04)
• How you’re subsidizing the worst advisors at your firm (unless you’re already independent). (20:35)
• Why you shouldn’t become an RIA if you’ve got “golden handcuffs” (even if you hate restrictions). (23:15)

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 the https://TheAdvisorCoach.com/Newsletter 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 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/elevator-speech-financial-advisors.html

There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible. 

Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier. 

So, what’s the 80/20 Principle anyway? 

Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. There’s not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business. 

Listen now.

Show highlights include:

• The single most deadly entrepreneurial mistake you’re making that has your financial advising business knocking on heaven’s door (2:11) 
• How understanding the 80/20 principle prevents you from ever starving for clients for as long as you’re in business (4:22) 
• The “rack a shotgun” secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28) 
• Why McDonald’s business model isn’t what you think (and how to apply this to your business) (13:59) 
• The “espresso machine” principle to double or triple your business almost overnight (without even finding any new customers) (19:18) 
• Why asking yourself this one question is the best way to become (and remain) a top 1% financial advisor (27:42) 

If you want to forever change your life, your business’s growth, and the legacy you leave, buy Perry’s book here: http://sell8020.com 

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 

Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there.

The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value comfort and pleasure over their business. 

You shouldn’t join the clientless masses who go back to their 9-5 after a few years. You deserve to make your dream life as an advisor a reality. In this episode, you’ll find out how to set priorities so you can execute what’ll really get you to your goals. 

Ready to set goals and actually reach them? Listen now!

Show highlights include:

• What dead-broke gambling addicts can teach you about the psychology of making money. (7:23)
• How to eliminate all your excuses by adopting the “crack addict mindset”. (8:17)
• Why a broke lady financing a Cadillac sets better priorities than most financial advisors. (9:41)
• The counter-intuitive reason working too much lets you prioritize your family. (14:17)
• How putting yourself over your clients makes clients value you more. (15:40)
• The hidden downside of being the best financial advisor in your area. (16:35)
• How Vanguard Research proved that clients don’t care about your qualifications (and the dead-simple quality which actually builds trust).  (17:43)

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 the https://TheAdvisorCoach.com/Newsletterand pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle.

Find out even more about financial advisor marketing with these resources:

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors love making portfolios grow, but hate to do marketing. 

That’s not because they’re bad at it, it’s because they think they have to write, design and understand technology.

But you don’t have to do things you hate. You can talk into a camera and get clients with simple videos. 

In this episode, you’ll find out the pros and cons of using video marketing—and how to leverage it to attract more clients. 

Want to grow your business with easy-to-make videos? Listen now!

Show highlights include: 

• What advice books for young mothers can teach you about getting more qualified clients. (5:58)
• How webinar software lets you supercharge your marketing results (but only if you target mobile phones) (8:04)
• The weird way LinkedIn videos get you clients for years (even after you quit making them) (11:36)
• How to get clients from all of your marketing channels with only one video (13:58)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

In my life, I’ve stumbled upon 10 concepts that have changed my life for the better.

While they’re not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life.

And they will do the same for you. 

In today’s show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know. 

And you know what? 

Who couldn’t use more success, wealth, and happiness? 

Listen now. 

Show highlights include:

• The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47) 
• Warren Buffet’s #1 rule for getting stinkin’, filthy rich (4:26) 
• The “Expected Value” marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46) 
• How having a well-defined niche lets you break all the marketing “rules” while you laugh your way to the bank (10:28) 
• Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26) 

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’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads. 

Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months. 

In this episode, you’ll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake. 

Best part? 

Not only will your Facebook Ads be more effective after listening to this episode, but they’ll be much easier too. 

Listen now. 

Show highlights include:

• How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27) 
• Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10) 
• How Facebook preys on suckers who don’t know what they’re doing and steals their money in broad daylight (2:25) 
• The “Pepperoni Pizza” rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12) 
• The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36) 
• The simple “One Button” objective trick for turning dud ads into a fountain of steaming hot leads (8:22) 
• How to make your ads wildly profitable by letting Facebook create them for you (11:31) 

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 yoru 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

If you look up to millionaire financial advisors, here’s some relief: Rich financial advisors aren’t rich because they’re naturally better than you. 

The truth is much simpler. They do things on autopilot most financial advisors don’t even do with tons of effort. These things make them rich—and you can do the same to get better results for yourself.

Ready to become a rich financial advisor? In this episode, you’ll get the 3 best habits rich financial advisors share so you can do more of what creates success and less of what makes financial advisors fail.

Show highlights include:

• How you can dominate a market where everyone has better skills than you (this is how “stupid” people end up rich and on TV while intellectuals hate on them from their couch). (3:35)
• Even though this might not feel effective, it’s one of the most worthwhile things you can do. (6:52)
• The most important things you need to know about your business. (9:05)
• A life-changing book that’ll help you implement rich advisor habit #3 in every area of your life. (12:59)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client. 

But right now, it’s almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you can sign a ton of clients without ever shaking their hands - and even travel the world while doing so!

This week’s guest Derek Notman has run his business fully remote for years. In this episode, he’ll show you how you can get and serve clients online (even if you’ve gotten all your clients in person). 

Want to be location-independent and land new clients without shaking their hands? Listen now!

Show highlights include:

• How being more selfish helps you serve yourself and your clients better. (3:18)
• The 3 systems you need to build a fully virtual business as a financial advisor. (6:00)
• Why free marketing strategies get financial advisors better results than “investing” thousands in paid ads. (7:40)
• How the digital revolution will transform the financial advice business. (14:20)
• How the “everything will stay the same” makes financial advisors go extinct. (19:34)
• Why you need an “office” even if you could run your business from your couch. (25:20)

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 the https://TheAdvisorCoach.com/Newsletter 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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.

There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money. 

Here’s the thing… 

There’s no right or wrong when it comes to perception. And your clients’ perception of you and your services mean more than the amount of wealth you build for them. 

That’s the bad news. 

The good news? 

Well, it’s pretty simple to create a better perception of your services in your clients’ minds. Especially after tuning into this episode. 

In this episode, you’ll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this). 

Listen now. 

Show highlights include:

• The insidious “Call Reluctance” trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24) 
• Why your clients might secretly hate you (and how to “ethically force” them to love you) (5:04) 
• How to make your clients happier and more prosperous by using the “Seatbelt Secret” (7:33) 
• The “Tie It” Technique for instantly helping your clients see the value you’re providing them (10:54) 
• How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24) 
• The deadly “Curse of Knowledge” mistake that can make even your most successful clients want to cancel (13:12) 

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

If you’re a good financial advisor, you want to do the best possible work for yourself and your clients. 

In theory, that’s great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism. 

This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts.

But you don’t have to let perfectionism hold you back. In fact, you can conquer it and dominate your niche.

In this episode, you’ll find out how to defeat your perfectionism, start marketing to your niche and supercharge your marketing results. 

Want to stop editing and start publishing? Listen now! 

Show highlights include: 

• How trying to be perfect makes you procrastinate on your goals (and how to ship things faster to run laps around your competitors) (4:20)
• The “80/20 squared” rule that shows you exactly which marketing message gets results and which gets ignored (6:08)
• The weird thoughts that show you that perfectionism is holding you back from achieving your goals (13:30)
• Why perfectionists get defensive when you point out their flaws (and how to correct this if it’s your problem) (18:14)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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 clients’ skepticism, earn their trust, and help them defy their own human nature. 

And in this episode, I reveal this secret so you can profit wildly from it. 

Listen now.

Show highlights include:

• The simple, yet bulletproof method for reducing your prospects’ skepticism (and why this is even more important in the financial world than other industries) (4:29) 
• Gary Halbert’s “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38) 
• How to create an environment that reduces skepticism and speeds up the sales process (12:19) 
• This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here’s how to “disarm” this glitch) (13:58) 

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

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

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend. 

But the truth is: Financial advisors don’t need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget. 

In this episode, you’ll find out exactly how to turn your marketing into a client magnet—even if you never budget. 

Want to stop worrying about your money and start getting clients? Listen now! 

Show highlights include: 

• Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58)
• The “maybe you’re just better” reason you shouldn’t take marketing budget advice from the internet. (6:55)
• How mastering cold calls can hurt your business (even if it attracts clients) (12:21)
• The “Reinforcing feedback loop” that unleashes exponential growth in your business. (15:07)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Would you trust a dentist with crooked teeth? You wouldn’t. Similarly, clients don’t trust poor financial advisors. And while clients don’t get insight into their advisor’s personal finances, they can tell if an advisor is poor.

Clients know because poor financial advisors give off tells. And these tells make clients run the other way.

Unfortunately, even successful advisors (or those on the road to success) sometimes display these signs. Luckily, you can fix most of them in just a few minutes.

You’ll hear how to fix these issues in this episode.

Show highlights include:

-If you include this one thing in your email signature, you look poor to any client you interact with. (4:55)
-Why NOT to publish your phone number, even if you want more calls. (8:40)
-How to create more demand for your service without being glued to your phone. (9:50)
-The one question to ask to immediately know if a financial advisor is poor. (12:55)
-The one thing 80% of $1M+ have in common. (14:20)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Recommended Resources:

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html 

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money. 

That’s why your conversion rate is so important if you want to get more clients online. In this episode, you’ll find out exactly how to raise your conversion rate and get more clients from your ads. 

Want to finally get clients from your marketing campaigns? Listen now!

Show highlights include: 

• Why your design, CTAs and SEO will never matter unless you get your headline right (6:06)
• How writing 25 headlines for a single landing page supercharges your marketing (9:18)
• The easiest way to make people act on your landing page. (11:30)
• Why ease of use can make your landing page more effective than beautiful design or persuasive copy (16:35)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you’re competent and want to get started right away. 

But most prospective clients aren’t like that. They have questions, objections and resistance. 

To win skeptical prospects as clients, you need to build more trust and improve your positioning. In other words: You need to do better marketing. 

In this episode, you’ll find out how to adapt your marketing to answer your prospect’s objections and win their trust so you can win them as clients. 

Want to close more of the clients you talk to? Listen now! 

Show highlights include: 

• Why commenting on news stories is the easiest way to get your niche to pay attention to you. (2:02)
• The weird reason why it’s better to get 3 comments on your LinkedIn post than thousands of views. (3:16)
• How to create a sense of urgency and never hear “I’ll get back to you” from prospects again. (6:09)
• How the U.S. ammo shortage can skyrocket your sales success (7:33)
• Why putting your phone number on your website gets you more clients than posting on social media for months. (12:12)
• The “Moral Obligation Mindset” that makes you close more clients than the best sales script ever could. (14:42)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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

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 can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don’t get results, you might as well throw your money in a barrel and burn it

Financial advisors who run profitable ads have an unfair advantage. In this episode, you’ll discover how you can run ads that bring you clients without extra work. Let your competitors waste time at  networking meetings and cold-call strangers.

Ready to get an advantage over your competition? Listen now!

Show highlights include: 

• How to run profitable campaigns even when your company won’t let you run ads. (2:57)
• A sneaky method “gurus” use to fake their marketing results. (5:27)
• How your targeting can kill your entire campaign before you write a word. (8:06)
• How to make money off of an offer you haven’t created yet. (9:43)
• Why most financial advisors burn money with online ads. (14:45)
• Why traffic, followers and comments don’t matter and the only metric that does. (19:45)
• Unsexy, but highly effective marketing strategies few advisors use. (21:37)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to. 

But way too often, we’re not productive enough to execute. We waste time on social media and spend hours on activities that don’t move the needle. 

To escape that cycle and get done what you need to get done to become successful, you need “commitment devices”. 

In this episode, you’ll find out how to use commitment devices to make decisions that can make you more productive for years to come. 

Listen now if you’re ready to create the perfect business reality you want to see in your life. 

Show highlights include: 

• How to “automate” your productivity and give yourself no choice but to get things done. (6:40)
• The “cold turkey” method of getting rid of all social media distractions with a single click. (8:40)
• How to outwork your competition without doing late night shifts or getting up any earlier in the morning (this free browser extension can add a whole work week to your productivity). (10:30)
• Why you should stop trying to spend less time on social media, YouTube, etc. (12:30)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you’re creating content, but aren’t treating your content like any other asset… I guarantee you’re working too hard for not enough money. 

Why?

Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it. 

That’s why I invited Jonathan Rivera, founder of The Podcast Factory, onto today’s show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come. 

In today’s show, you’ll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more. 

Listen now.

Show highlights include:

• The “Servant First” mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04) 
• How a podcast can turn you into the “Joe Rogan” of your industry and unlock an avalanche of impact with your target market (4:50) 
• The best type of content marketing to pre-sell your target audience so they’re ready to hire you before they schedule a call (7:23) 
• How to turn your driest, most boring content into cold, hard cash (11:04) 
• The “K-Cup” secret for podcasting that boosts your search results and turns listeners into clients (14:12) 
• The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09) 
• The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52) 
• Why taking big, scary risks in your content—even if they’re gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13) 

Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. 

Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge 

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

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.

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: 

Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services. 

And you know what? 

There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99). 

In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line. 

Listen now.

Show highlights include:

• How to get a churn rate of only 0.4% for your financial services (2:55)
• Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27)
• The “ROI Spell Out” secret for making your clients know instantly that hiring you will grow their wealth (even if they’ve worked with subpar financial advisors in the past) (9:46) 
• How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38) 
• Why the best way to increase your bottom line, reduce your churn rate, and grow your clients’ wealth is by telling them no more often (16:29) 
• The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47) 

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

If you’re a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you. 

But if you’ve tried to find a niche, you’ve probably realized: It’s not as easy to find people who have enough money to invest and aren’t already bombarded with emails, phone calls, letters and postcards by your competitors.

In this episode, you’ll hear about one niche that’s mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time.

Ready to remove yourself from most of the competition and earn more money faster? 

Listen now and become THE financial advisor for this uncontested, lucrative market!

Show highlights include: 

• How to snowball content as simple as a social media or blog post into a well-paying client. (10:22)
• The one market you should never target—unless you want people and government agencies to hate you. (12:50)
• Why getting new clients isn’t your best course of action if you’re not doing this one important thing. (17:05)
• How losing one client takes away more than whatever they would’ve paid you. (18:04)

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 TheAdvisorCoach.com/webinar to register today. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing. 

Most of those financial advisors eventually fail. Their leads dry up when they’ve used up everything in their bag of tricks. 

The financial advisors who build a successful business (and stay successful for decades) have all mastered principles which apply anywhere, in any context. 

In this episode, you’ll find out about the time principles that have led financial advisors, Roman emperors and business leaders worldwide to lasting success.

Want to build a successful business for the long-term? Listen now!

Show highlights include: 

• Why “time travelers” never see lasting marketing success (and how to master the art of timing in marketing & sales). (5:18)
• The evil truth about “free” offers, consultations and seminars (and how to buy the motivation to implement what you learn from experts). (7:23)
• Why most wealthy financial advisors don’t buy anything on sale. (9:15)
• How being consistent can ruin your success and turn you into a has-been financial advisor. (13:07)

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 the https://TheAdvisorCoach.com/Newsletter 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You’ve probably made some bad emotional decisions in your life. Whether you bought something you couldn’t afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food. 

But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working.

If you’re ready for a better business and life, listen to this episode now.

Show highlights include:

• 2 emotions that can wreck any business completely. (6:30)
• The unconscious emotions that make you work for free. (14:27)
• How you can avoid being a broke advisor. (16:24)
• Why making tons of money to prove someone wrong will leave you heart broken. (21:30)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you’re listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don’t.

But what’s even more important than doing the things that work is avoiding what doesn’t. 

If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they’re newbies while you’ve got a decade of experience.

In this episode, you’ll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors. 

Show highlights include:

• If you hate cold-calling, working on your marketing and learning about sales, here’s how you can start enjoying all those things and create the business you want to run. (7:00)
• The 2 most profitable activities for financial advisors (these are the “money-making activities” that put dollars in your bank account). (10:29)
• How to land more clients than your competition, even if you generate fewer leads. (14:21)
• The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (16:30)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too. 

Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years. 

They’re different. 

They’re timeless. 

And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can. 

Listen now to hear the 7 books I think all financial advisors should read. 

Show highlights include:

• How to read a book by the end of the year (without depriving yourself of champagne, gifts, and Christmas festivities) (0:52) 
• Why even atheist financial advisors should read the Bible (1:44)
• This mystical book recommendation from a “con man” always gets pushback… but it works (3:04) 
• My favorite Warren Buffet book (even though he didn’t write it and it’s barely about him) (4:55) 
• How airport books can actually set your financial advice business back decades (5:35) 
• The “Investor Mindset” secret shared by 8 of the world’s most successful CEOs (6:10) 
• Why rapid client growth is the worst way to grow your business (6:39)
• The “few simple disciplines” secret from the world’s greatest motivational speaker (11:25) 
• 3 traps that will ransack your business and freedom if you fall into them (18:47) 

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 

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find. 

If that’s you, you’re making an error that can kill your business—even if you succeed.

Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business.

There are 5 types of them. In this episode, you’ll hear exactly what they are, why they’re dangerous and how to spot them. 

That way, you can keep those horror clients from ever entering your business and can build the business that works for you.

Show highlights include:

• Why not to pick up the phone when your clients call (it sounds odd, but if you do this, they’ll know you’re doing good work for them). (7:40)
• If your clients complain about losing money, you need to fire them. Here’s why. (11:50)
• How high can your client’s expectations get before it endangers your business? Here’s where you need to draw the line. (13:15)
• The important marketing lesson you can learn from old-school ways single guys tried to get a date. (18:15)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/sleep.html

New year new me, right?

Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot.

You’re probably sick of me saying this, but…

Number 1 — Get an email autoresponder! 

Now, I’m not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you’ll be able to find clients easier, and have more of them. 

In this episode, I reveal exactly how to work less, and earn more in 2023.

Listen now. 

Show highlights include:

• 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10)
• The “Law of Large Numbers” secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15)
• How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of “MTMM” (5:12)
• The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57)
• HateDon’t like “chasing” prospects? Here’s a strategy to get them to raise their hands, say they’re interested, and chase you insteaddown automatically (9:20)
• The “stranger on an airplane” secret to attract potential clients to you like a magnet (16:13)

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

LinkedIn can be a reliable source of high-value clients. But most financial advisors don’t make any money from their LinkedIn profile. 

It’s not because they’re bad, but because they only post about certifications and their takes on the stock market. It’s what most financial advisors do, but it doesn’t work. 

If you know how LinkedIn really works, you can magnetize more prospects than you can handle. 

In this episode, you’ll discover 10 things you need to know about LinkedIn marketing that can transform your business and change your life. 

Want to get more clients on LinkedIn? Listen now!

Show highlights include:

• Why LinkedIn restricts your connection requests and limits your lead flow—and why that can get you more clients. (4:31)
• How to get more reach with short text posts than others get with long videos. (10:23)
• The simple way to get more clients than LinkedIn celebrities (even if your content only gets 3 likes). (13:09)
• How flexing a fancy barbecue on LinkedIn attracts more clients than detailed stock market analysis. (17:40)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Today’s guest, Michael Kitces, recently released an 108-page study called, “How Financial Planners Actually Market Their Services.” 

Michael and his team have done all the hard work for you to prove, beyond a shadow of a doubt, how to actually get clients from your marketing. 

I don’t say this lightly, but this might be the best podcast episode ever for financial advisor marketing. 

Not only will you realize what’s working (and more importantly, what’s not working), but you’ll leave this episode with a plan to dominate 2025 and beyond. 

Listen now for an absolute gold mine of financial advisor marketing backed up and proven by hard data. 

Show highlights include:

• This 108-page financial space marketing report will show you with crystal clear certainty how to actually get clients from your marketing (0:33) 
• Why financial advisors are sometimes spending up to $10,000 per client (and how to get this cost lower while landing more clients) (5:11) 
• The insidious “anti-scale” trap most advisory firms find themselves in that slowly bankrupts their firm (6:19) 
• How building a faster, sales-based approach to business development gets you up and running but also plants the seeds of destruction in your firm (and the two-track approach to use instead) (13:20) 
• The success rates of the most successful marketing strategies for financial advisors backed by hard data (14:58) 
• The sneaky “Transfer of Trust” secret that fast tracks your sales pipeline and can result in several new clients each month (27:17) 
• Who wins in a battle of generating more clients: Podcasts or video marketing? (31:13) 
• 3 things every piece of your marketing must do or it will fall on deaf ears (34:13)
• Why you only need 50 great clients to run a wildly successful advisory firm that rivals even corporate behemoths like Merrill or Morgan (47:05) 
• The single most important marketing lesson every advisor needs to hear based on hundreds of hours of hard data and research (50:14) 

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. 

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle.

millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth. 

But you don’t have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors. 

Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he’ll show you how to find an underserved market, get clients and dominate your niche. 

Sick of talking to prospects who’ve heard it all before? Listen now!

Show highlights include: 

• The hidden downsides of having a thousand clients (and why ‘only’ having 100 clients creates a business you’ll actually love) (3:42)
• How “perverse incentives” sabotage your ability to get well-paying clients (even if you’re already serving millionaires) (7:51)
• How to get clients with your writing (even if you know nothing about marketing and write like a sixth-grader) (14:31)
• The “repurposing” method that lets you magnetize clients with 10-second videos. (26:41)
• Why changing colors on your website can get you more clients than hundreds of cold calls. (34:23)

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 the 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 to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

When it comes to getting clients, there’s two words you’ve heard a million times: Prospecting and marketing. 

And with so many people posting client-getting advice on social media, it’s easy to confuse the two. But if you don’t know the difference, none of your work will get results because you’re sending the wrong messages to the wrong people. 

In this episode, you’ll discover the difference between marketing and prospecting—and how to excel at both so you always have a full pipeline of red-hot leads. 

Do you want as many clients as you can handle? Listen now!

Show highlights include:

• What you can learn about getting clients from 4th grade geometry classes. (6:28)
• Why you’re in the marketing business even if you’ve never written a blog article or posted on social media. (10:51)
• How your marketing budget kills your marketing results. (15:17)
• How office decoration can make prospects run away—or close them before you say a word. (11:59)
• The one insight that attracts more clients than the world’s best marketing strategy.  (17:21)

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. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

It’s exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails. 

You’re constantly getting rejected and have to spend irreplaceable time for every client. 

What if clients reached out to you instead? That’s exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dream clients on autopilot.

In this episode, you’ll find out 5 things you need to know to get the clients you want without spending all day on outreach. 

Ready to transform your business with content marketing? Listen now! 

Show highlights include: 

• How Steve Jobs can help you attract red-hot prospects (even if they don’t want a financial advisor) (3:46)
• Why removing most of the information from your content attracts more clients than in-depth analysis. (8:23)
• The odd way doing snail mail marketing helps you get more clients online (even if your direct mail never gets results) (12:27)
• Why removing most of the content on your website gets you more clients than publishing every day. (17:24)

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you’ve ever researched how you can market your business, you’ve probably stumbled across Facebook for marketing.

Some advisors love it, others hate it. But there’s one big problem with Facebook for financial advisors. And if you ignore this problem, you won’t attract clients. You might have a lot of “likes”, but you won’t end up with a flush bank account.

Listen to this episode if you’re ready to hear the truth about Facebook marketing for financial advisors—and how to really attract clients.

Show highlights include:

• How a financial advisor ruined his business with highly effective Facebook marketing. (7:15)
• The one thing to make sure whenever you think about a marketing channel. (8:48)
• How you could buy a $10,000 client for $150. (14:06)
• Why even the best Facebook strategies might be useless soon. (17:12)

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 TheAdvisorCoach.com/webinar to register today. 

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You’re listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want get more clients without all the stress.

You're about to get the real scoop on everything from lead generation to closing the deal. 

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 nearly this much capital up front to successfully drum up demand for your services. But if you have an extra $100,000 lying around, this will be the most single profitable podcast you listen to.

Listen now.

Show highlights include:

• The first person you should hire in your financial advising business if you want to grow your business even faster (2:28)
• The absolute worst thing to delegate to someone else that can sow the seeds to your business’s downfall (4:58) 
• Why creating checklists and cheat sheets as your lead magnet repels high-quality clients away and attracts headache clients (6:53) 
• How to create and design a lead magnet that brings in business for years (7:35) 
• How my ad got 6,492 clicks in the past 7 days for only four cents a pop (and how to “mimic” my results in your business) (11:38)
• The “Niche Credibility” secret for becoming wildly popular to your niche (18:45) 

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/57M

It’s nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face. 

But if you chase acceptance, you’ll never have a roster of clients who appreciate you. You can’t please everyone at the same time. At best, you’ll have a bunch of lukewarm client relationships. At worst, you’ll only be managing your own capital.

In this episode, you’ll find out why not pleasing people is better for you, for them and for your bank account. Want to stop being a pushover and build the client relationships you want? Listen now!

Show highlights include:

• Why wanting to be accepted makes you boring, bland and poor. (3:38)
• How the “rockstar of copywriting” helped a marketing campaign bring in an extra 96k per month (and how you can use his method to multiply your results). (4:33)
• The hidden benefits of getting fewer leads than your competitors. (7:31)
• Why Steve Jobs loved being hated—and the counter-intuitive way haters will make you more money. (14:23)
• How rejecting more prospects will improve your lead flow. (15:42)

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 the  https://TheAdvisorCoach.com/Newsletter  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 find out even more about building your business as a financial advisor? Check out these resources: 

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

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.

Most financial advisors receive advice for marketing their business that’s mediocre at best and can cripple your most cherished relationships at worst. 

But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you’ll start to hate your job too. 

Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him. 

And you know what? They’ll work for you too. 

Listen now. 

Show highlights include:

• How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04) 
• Why engineers make the worst clients for financial advisors (even though they’re intelligent and wealthy) (7:02) 
• The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52) 
• How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23) 
• Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02) 
• How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47) 
• How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21) 

Need help getting more clients as a financial advisor? I created a free, 47-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

As a financial advisor looking for clients, the first thing you need is an appointment.

But if you’ve tried to get more appointments before, you’ve probably noticed: It’s not as easy as it looks. 

Whether you’re currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments. 

You’ll hear all about them in this episode. You’ll hear what the mistakes are, why they’re bad and what to do instead so you can have a constant pipeline of leads for your new business.

That way, you’ll be the advisor who doesn’t worry about their lead flow while your competition wonders whether they’ll make it into their second year of business.

Show highlights include:

• Why you can’t sell your services without an appointment—don’t even try via email or social media. (2:45)
• Why you can’t create demand for your business—and how that insight lets you get people more interested with less effort. (10:45)
• When not to talk about finances with your potential clients. (11:55)
• If you think this string of words—let the prospect or client go immediately (it might kill your business in the long-term).(15:50)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/8-things-nobody-tells-you-about-being-a-financial-advisor.html

When you start out as a financial advisor, you’re hungry for success.

You start landing your first few clients, then a couple more—and suddenly you’re a successful financial advisor running a thriving business.

But then what?

Success corrupts many financial advisors.

Their mindset changes and they lose what they painstakingly built.

But there are ways to stop this from happening and grow even beyond your own wildest expectations.

In this episode, you’ll hear about the “Dark Side Of Success” and how master copywriter Gary Halbert avoided being harmed by his own success.

Show highlights include:

- Why certainty is one of the most sneaky success killers (it usually disguises as growth and stabs you in the back later on). (7:40)
- The uncomfortable reason you haven’t heard from some family and friends in forever… and why their silence is a good thing. (8:20)
- Why you need to sacrifice parts of your current life if you want to become a successful financial advisor. (14:50)
- Why you shouldn’t necessarily chase clients and money to be successful—and what to focus on instead if you want to become happy (and rich) in the long-term. (16:35)

Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Recommended Resources:
https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html 

Today, marketing is almost impossible without modern technology: 

LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house. 

But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates. 

But you don’t have to be dependent on big tech companies. You can build a business that thrives under any conditions. 

In this episode, you’ll discover how to build a successful financial advice practice without depending on tech companies. 

Want to make your success more sustainable? Listen now!

Show highlights include: 

• Why you need contingency plans for business emergencies (even if you never expect to use them) (15:42)
• How to use backups keep your profitable marketing assets safe (16:52)
• An unlikely characteristic of business software that shields your business from account shutdowns (17:28)
• One question that reveals if your business will crumble after a single account failure (18:30)

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 the 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 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/top-10-best-books-for-financial-advisors.html

Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question. 

In this episode, you’ll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. 

Want quick, actionable advice you can use to get more clients today? Listen now!

Show highlights include: 

• Why being overwhelmed by work is a horrible reason to hire an assistant (7:16)
• How scarcity can supercharge your marketing results (even if you change nothing about your services) (11:12)
• The simplest way to go turn a vague dream to a specific action plan that lets you reach your goals (16:15)
• Why talking about money and investments in your emails gets compliance on your back (22:45)

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.

Discover how to get even better at marketing yourself with these resources:

[Include 3 of the following links in the show notes - it doesn’t matter which]

https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html