Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard.  But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them.  In this episode, you’ll discover 20 principles of marketing and how to apply them directly to get more clients whenever you want.  Listen now! Show highlights include:  Why email is the best marketing channel to convert your leads into appointments (and the worst to generate leads) (5:06) The counter-intuitive reason posting content isn’t enough (94% of successful financial advisors send direct messages).  (11:49) Why calling yourself a fiduciary can scare prospects away and send them to your competitors (15:14) The weird reason why great investment returns are less persuasive than your clients’ gut feelings.  (16:43) How knowing math can skyrocket your marketing results and flood you with high-paying clients (24:35) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

Financial Advisor Marketing Podcast

20 Things I Wish Financial Advisors Knew About Marketing

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

5 Psychological Biases That Sabotage Financial Advisors

With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed.  If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department - not a financial advisor.  But you can use effective marketing strategies to get clients without turning into a full-time marketer.  In this episode, you’ll find out how to reduce marketing overwhelm and find the simple strategies that work for you.  Want to spend less time marketing and get better results? Listen now! Show highlights include:  How choosing a tiny niche makes the right marketing strategy obvious (4:46) The weird way a Simpsons episode shows you exactly how to market to your niche (8:04) How your personality transforms mediocre marketing into a client magnet (9:52) Why personality tests can improve your results more than most courses, coachings or seminars (10:45) 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/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

How To Reduce Marketing Overwhelm

As a financial advisor, your expertise is centered around stocks, funds and other investments.  But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust.  This week’s guest Brian McArthur helps financial advisors’ clients get the best possible outcome with Medicare and takes care of their headaches.  Want to add even more value by helping your clients with Medicare? Listen now!  Show highlights include:  How 3-6 phone calls a year make you more money and earn even more of your clients’ trust.  (8:52) The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16) Why Medicare is not a separate service, but an add-on for clients. (22:29) How working with an insurance agent makes your clients stay with you longer (24:39) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

This Man Helps Financial Advisors' Clients Navigate Medicare

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

Rapid Fire Question And Answer Session

Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings.  But most financial advisors can’t press a button and start their client attraction machine. Even if that sounds like a pipe dream, that’s exactly what effective advertising can do for you. The reason most people don’t do it? It’s hard.  In this episode, you’ll find out the two ways to run successful ads and build a client attraction machine.  Want a predictable way to get your next client? Listen now!  Show highlights include:  Why excluding most potential clients from your ads magnetizes leads (while general ads get crickets) (4:45) Why leads who don’t care about finance can’t reject you (8:51) The counter-intuitive reason boring ads outperform fancy slogans (10:32) The “Starving Crowd” approach that lets you create effective ads without being a professional marketer (11:32) How to build extraordinary success with nothing but obvious marketing strategies (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 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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Two Biggest Secrets To Advertising Success

Your website is how you present yourself to potential clients. Even if you’re crushing it on LinkedIn, you won’t get clients if your website sucks.  But unless you’re a professional marketer, it’s hard to know what makes a good website.  In this episode, you’ll discover 20 mistakes financial advisors make with their websites - and how to fix them to get more clients.  Want to turn your website into a client magnet? Listen now! Show highlights include:  3 pages on your website you need to optimize to get more clients (and why you can ignore the rest) (2:25) How image slideshows scare potential clients away from your website (6:06) The easy way to optimize your website for mobile devices (without having to code or learn any technical skills) (6:57) How putting your phone number on your website can get you more clients as soon as tomorrow (10:45) Why your “professional” pictures make prospects leave your website (12:46) How an ugly, self-made website outperforms a gorgeous one from an expensive agency  (15:50) Why you shouldn’t focus on SEO if you’re making less than $500,000 per year (19:00) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

20 Mistakes Financial Advisors Make With Their Websites

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

Small-Thinking Financial Advisors Will HATE This Episode

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

5 Terrible Sales Tips Given To Financial Advisors

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

My Email Account Got Disabled

Marketing experts tell you where to market to attract more clients. If you followed everybody’s advice, you’d be running a media business and have no time to serve your clients.  So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog? The truth is: You can get clients with nothing but social media. But you shouldn’t.  In this episode, you’ll find out why relying on social media for client generation endangers your business - even when you’re getting new clients every month.  Want to build a marketing strategy that attracts clients without bogging you down in content creation? Listen now! Show highlights include:  The obvious place where most potential clients look for financial advisors (they won’t find you there if you’re only on social media) (1:24) Why certifications, awards and specialties let you “own” your niche (even if you’ve got strong competition) (4:16) How your personal Facebook page can repel clients who were ready to hire you (6:39) The dead-simple “Direct Messaging” strategy that gets you more appointments on LinkedIn (13:05) Why using multiple marketing strategies multiplies your results (even if you’ve already mastered one channel) (15:02) 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: [Include 3 of the following links in the show notes - it doesn’t matter which] 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

Can Financial Advisors Get Clients With ONLY Social Media?

It’s fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets. In contrast, tax planning is boring. But it’s an exciting marketing opportunity for financial advisors: If you’re touting your favorite stocks, bonds and funds, you’re like any other advisor. But if you can help your clients deal with the IRS, you’ll save them have happy clients that stay with you.  In this episode, Steven Jarvis of the Retirement Tax Services Podcast stops by. He’ll show you how to grow your business and attract more clients with tax planning that saves your clients money. Want to get more clients by offering better tax planning? Listen now! Show highlights include:  Why most financial advisors sell tax planning the wrong way (and how to communicate so that clients pay you for it)  (5:10)  How to sell tax planning to clients who already have a tax planner (6:30) The counter-intuitive way to get new tax planning clients without getting political (11:31) How an AirBnB Screenshot can give your clients tens of thousands in tax-free income. (16:11) The ‘teamwork’ approach that attracts tax planning clients who already have a CPA prepare their taxes. (21:37) Why paying $250 to talk to a CPA is a better investment than most courses, seminars and coachings. (24:11) 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 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Tax Planning As A Marketing Strategy (With Steven Jarvis)

Financial advisors, marketers and other businesses have used email marketing to attract clients for decades.  But when social media came around, self-proclaimed experts started announcing the death of email marketing. So should you start dancing on TikTok instead? Or is email marketing still an effective marketing strategy?  In this episode, you’ll discover why email marketing is still the most effective way to attract clients online in 2021.  Show highlights include:  Why open, click and conversion rates are rising for financial advisors (even if they’re plummeting working for corporations) (6:52) How to turn one winning subject line into a client-generation machine. (8:57) The simple automation that sends potential clients hyperpersonalized messages (without you lifting a finger) (14:20) Why working all day makes you less productive (and how to get results without putting your nose to the grindstone) (15:33) 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/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/cold-calling-financial-advisors.html

Is Email Marketing Dead?

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

Advisors Who Don't Do This Will Get Left Behind...

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

How To Get Prospective Clients Off The Fence

As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.

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Financial Advisor Marketing Podcast

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